Bloomberg Intelligence Oracle Shares Surge Most Since 1992 on Cloud Contract Wins
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Sep 10, 2025 Dive into the surge of Oracle's shares, driven by exciting cloud contract wins and its aggressive AI strategy. Discover the implications for its competition within the tech landscape. The podcast also covers Novo Nordisk's significant job cuts and shifting profit forecasts in the battle for obesity treatment market dominance. Additionally, explore disappointing earnings from Synopsys amidst evolving semiconductor challenges and Chewy's struggle for innovation in a competitive pet product market.
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Oracle's Cloud Is The Growth Engine
- Oracle's fastest growth now comes from its relatively new cloud infrastructure business rather than traditional software.
- OCI rents GPUs and data center capacity to AI customers and is driving investor enthusiasm despite weak legacy software performance.
Oracle Commits Massive Capex For AI
- Oracle pledged to spend aggressively on data centers and chips to expand OCI capacity.
- Management guided over $35 billion in capital spending for the next financial year to meet AI demand.
Small Base, Big Percentage Gains
- Oracle's cloud scale remains far smaller than AWS, Azure, or Google Cloud despite rapid growth.
- OCI's smaller base means high percentage growth can produce outsized stock moves compared with larger rivals.