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BI Weekend: Oracle Earnings, Novo Cuts, Anglo Deal

Bloomberg Intelligence

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Oracle's Earnings Impact and Industry Dynamics

This chapter analyzes Oracle's recent earnings announcement and its effects on stock prices while emphasizing the growth of its cloud services alongside traditional software. It examines Oracle's competitive position against major players like AWS and Microsoft, and discusses its significant investments in AI and data center expansion. The conversation also covers the implications of transactions in the telecommunications sector, particularly focusing on SpaceX's acquisition of spectrum and EchoStar's financial restructuring.

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