Oracle, OpenAI Expand Stargate Deal for More US Data Centers
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses OpenAI agreeing d to rent a massive amount of computing power from Oracle Corp. data centers as part of its Stargate initiative. The rental will total about 4.5 gigawatts of data center power in the US, which could power millions of American homes. Oracle will develop multiple data centers across the US to meet the additional demand from OpenAI, with sites in several states under consideration.- Reshmi Basu, Bloomberg News Credit Reporter, on JPMorgan’s Risky, 5-Day Dash to Help Warner Bros. Split in Two- Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist, on how the June jobs report could affect Fed, Interest Rates cuts this yearSee omnystudio.com/listener for privacy information.
--------
20:25
--------
20:25
Tesla's Vehicles Sales Have Investors Feeling Optimistic
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda. -Pierre Ferragu, Head of Global Technology Infrastructure at New Street Research reacts to Tesla's vehicles sales after the company posted a 13% decline in vehicle sales, which was less drastic than analysts had feared. The company delivered 384,122 vehicles during the last three months, and some investors were braced for a more than 20% plunge.- Matt Winkler, Bloomberg Editor in Chief Emeritus, discusses his column: Let AI Explain Why Tesla's Critics Are Losing- John Butler, Bloomberg Intelligence Senior Telecom Analyst, on AT&T and Verizon Wireline Sales Hit by Tech Shift, Cannibalization- and Jeffrey Palma, Senior Vice President and Head of Multi-Asset Solutions at Cohen & Steers on the marketsSee omnystudio.com/listener for privacy information.
--------
24:52
--------
24:52
Apple Weighs Using Anthropic and OpenAI to Power Siri
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Emily Graffeo-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst discusses Apple considering using artificial intelligence technology from Anthropic PBC or OpenAI to power a new version of Siri, potentially sidelining its own in-house models. - Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, on how the $56 million domestic opening of Apple's "F1: The Movie" could supercharge bidding prospects for F1's US TV rights, which have hit a lull. - Stamatis Tsantanis, chairman and CEO of global shipping companies, Seanergy Maritime (NASDAQ: SHIP) and United Maritime (NASDAQ: USEA) on shipping in times of tariffs and geopolitical tensions. See omnystudio.com/listener for privacy information.
--------
19:40
--------
19:40
Oracle Signed Cloud Services Worth $30 Billion a Year
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal year 2028, Oracle disclosed in a regulatory filing Monday, without naming the customer. - Stephanie Diaz, BNEF Senior Associate discusses how nuclear power, after decades of being the clean energy pariah, is now the industry’s darling as it seeks out clean, dispatchable power. With rising power demand, regulatory overhauls and ambitious timelines, the US advanced nuclear industry is changing quickly.- Michele Martin, President of Prosperity– An EisnerAmper Company, recaps 2025 H1 and then provides her outlook on H2 2025.See omnystudio.com/listener for privacy information.
--------
18:27
--------
18:27
Nike Jumps as Outlook Creates Optimism in Turnaround
Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Carol Massar**Broadcasting live from Michael Loeb’s Annual Uncharted Summit** -Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, recaps Nike earnings. Nike forecasted a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. -- Michael Loeb, Founder and CEO, Loeb.nyc & Noah Friedman CEO of Uncharted, discusses how they started Uncharted, and what it’s like to be an entrepreneur in today’s landscape, and the VC landscape. - Bill Harris, Former CEO of PayPal, discusses financial insights, his entrepreneurial and operational background, and experiences at PayPal.See omnystudio.com/listener for privacy information.
Paul Sweeney harnesses the power of Bloomberg Intelligence to analyze market news and provide in-depth company and industry research. Watch us LIVE on YouTube: http://bit.ly/3vTiACF.
México