Bloomberg Surveillance Single Best Idea with Tom Keene: Michael Chui
Sep 10, 2025
Explore the dynamic nature of trading in the CME Group markets versus after-hours ETF trading. Discover how Oracle's stock performance shapes the tech sector amid rising AI adoption. The podcast dives into the evolution of AI, showcasing its journey from early symbolic systems to advanced neural networks. Catch intriguing debates within the AI community about hybrid models that combine different reasoning methods, revealing the true potential of this technology in driving business value.
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Oracle's Shock Market Leap
- Tom Keene describes an extraordinary market reaction to Oracle's restructuring.
- He calls it a stunning, profound reanalysis after Oracle's move and 30% jump.
Rapid Uptick In Generative AI Use
- Generative AI adoption jumped from ~50% to ~90% of companies recently.
- Firms report use is widespread but full EBIT impact is still limited at company level.
AI Delivers At The Use-Case Level
- Value from AI appears first at the business-function or use-case level.
- Companies that rewire processes capture outsized gains versus peers.