Squawk on the Street Oracle AI Boost, Apple iPhone 16 Launch Reaction, Southwest's Chairman to Step Down Amid Activist Pressure 9/10/24
Sep 10, 2024
Larry Ellison, the chairman of Oracle, discusses the underestimated demand for data centers as AI technology evolves. He highlights Oracle's partnership with Amazon Web Services, positioning the company for growth. The conversation then shifts to Apple's iPhone 16 launch, featuring mixed media reactions, while also addressing its potential implications on AI strategy. Additionally, the podcast covers Southwest Airlines' leadership changes, driven by activist pressure, revealing insights on corporate governance dynamics in the airline industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
AI, Data Centers, and Market Dynamics
02:30 • 10min
Tech Trends and Market Moves
12:52 • 3min
Debating the iPhone 16 Launch
15:52 • 4min
Navigating Technology and Investment Insights
19:51 • 5min
Corporate Leadership Under Pressure
24:32 • 18min
Banking Insights and Personal Anecdotes
42:41 • 4min