Motley Fool Money Oracle and the AI Boom
11 snips
Jun 13, 2024 
Tim Beyers, an investment analyst at The Motley Fool, dives into Oracle's impressive 44% rise in performance obligations and its hefty $4 billion investment in stock compensation. He discusses Oracle's growing presence in AI and partnerships with tech titans like NVIDIA and Microsoft. Meanwhile, Anthony Schiavone analyzes Hershey's shift from a candy company to a snacking powerhouse, exploring its international expansion and pricing challenges amid fluctuating cocoa prices. Both guests highlight the complex landscape of growth and competition in these sectors.
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Oracle's Cloud Strategy
- Oracle's cloud services and licensing business grew significantly, driven by AI contracts and cloud partnerships.
- Their strategy involves integrating their services within other cloud platforms like Microsoft Azure.
Oracle's Equity Issuance
- Despite not being a high-growth company, Oracle issues a substantial amount of equity, similar to growth companies.
- This suggests high employee costs and a need for premium incentives.
Microsoft's Focus on Startups
- Microsoft is prioritizing attracting startups to its Azure cloud platform for AI workloads.
- This mirrors a similar push in 2010 for startups building SaaS applications.