Bloomberg Intelligence BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe
Dec 12, 2025
Matthew Bloxham, a technology analyst focusing on AI adoption, reveals insights from a survey on corporate AI priorities. Sam Fazeli, a pharmaceuticals expert, discusses FDA safety reviews regarding possible COVID vaccine side effects. Anurag Rana shares Oracle's disappointing cloud earnings and explores its massive order backlog. Lastly, Anna Davies, head of renewable fuels, explains the biofuels market's evolution and policy impacts on domestic production, highlighting the critical role of renewable diesel.
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AI Is A Top C-Suite Priority
- Over 80% of C-suite executives rank AI within their top three strategic priorities.
- Companies prioritize operational efficiency over headcount cuts when deploying AI (Matthew Bloxham).
ROI Remains The Big AI Question
- Firms remain uncertain about AI return on investment and face data and security roadblocks.
- Many companies are still in pilots, so measurable ROI clarity may take until 2026 (Matthew Bloxham).
Focus AI Efforts On Scalable Areas
- Pick AI areas you can scale rather than one-off experiments.
- Focus on boosting developer productivity and repeatable processes (IBM/guest quote).