

Dow Hits Record High Despite Apple Pullback, Bracing for the Fed, Oracle's Ellison "Begged" Nvidia 9/16/24
Sep 16, 2024
Larry Ellison, the Chairman of Oracle and a notable figure in tech innovation, shares his insights on market dynamics and AI trends. He discusses the implications of the Federal Reserve's upcoming rate cut decisions and the pressure Apple faces with its iPhone 16 pre-orders. Ellison also reveals his surprising plea to Nvidia's CEO for essential AI chips, emphasizing the fierce competition in the tech sector. The conversation touches on Oracle's strong stock performance and strategic moves in the cloud market as AI demand surges.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Enterprise Software Challenges and Market Dynamics
01:57 • 12min
Security Implications and AI Sector Highlights
14:21 • 3min
Oracle's Ascent in AI and Cloud Markets
16:59 • 5min
Market Insights and Corporate Highlights Ahead of the Opening Bell
22:07 • 2min
Market Dynamics and Cautionary Insights
24:09 • 20min
Stock Market Insights and Retail Promotions
44:29 • 2min