Michelle taking a step back, the fact that tick tock is becoming so central to the future discussions between the two leaders of the United States and China. Does that surprise you at all. You know, it's a really interesting reflection of the importance of technology today when it comes to national security.It comes to economic prosperity. But when you talk about taking a step back, whether it's tick tock, whether it's export controls on semiconductor chips, whether it's tariffs, bans on tick tock, bans on ...

Set the context of the problem here. How difficult is it to get access to all data out there at the moment to make generative AI become this reality. Well, great to be here, Caroline.Has a lot of promise for making data very broadly available to everyone in the enterprise, including business users using natural language we state which all of us like doing. But the problem often is that the meaning behind the data is in multiple places. It can be in databases, it can be in business intelligence tools.This ju ...

You really get an analysis of the insatiable demand of investors into the data center story, but are they starting to question ultimately whether we can meet that insatiable demand when the funding is there in the longer term. No, I think it's quite the opposite. Investor enthusiasm is only growing.If you look at one of our ETFs by some actively managed ETF. It's brought in over $5 billion this year and is now the largest air ETF in the United States. And a lot of the exposure that it is providing to invest ...

Crypto Market Volatility - Crypto market experienced a significant pullback after a period of strong growth, with some cryptocurrencies increasing almost threefold [1] - The market became overleveraged, leading to nervousness and selling pressure [2] - Large Chinese mining operations appeared to be selling off their holdings [2] - Bearish commentary from crypto thought leader Arthur Hayes regarding HyperLiquid negatively impacted market sentiment [3][4] - HyperLiquid, a decentralized exchange, experienced substantial growth but faced concerns about potential founder sell-offs [3][4] Market Context and Perspective - Despite the pullback, Bitcoin and Ether are still up significantly for the year [5] - Bitcoin's price of $112,000 would have been considered positive just four months prior [4] Broader Market Trends and AI - The speaker questions whether crypto price movements consistently lead stock prices [5] - The stock market is currently experiencing a euphoric moment with significant excitement [6] - AI is a powerful theme driving excitement and is a topic of discussion at the highest levels of management [6] - High valuations in the Nasdaq and S&P, coupled with interconnectivity and vendor financing, create market nervousness [7] - The market could still go higher, as the final stages of bull markets often surprise people [8]

If you're someone who doesn't want to see their new iPhone get scratched up, you may want to use a case or reconsider getting the deep blue versions of the 17 Pro or 17 Pro Max and the black version of the 17 amp. That's because when the new models went on sale in Apple retail stores across the world on Friday morning, users quickly noticed that the deep blue and black models of the new iPhones are more prone to scratching than the lighter colors like the gold, blue, and white versions of the Air and the or ...

There have been a lot of headlines this morning. What do we need to know about the status of tick tock in the United States. Well, I think you pointed out the algorithm has been a key sort of sticking point in this entire process, because under U.S. law, Bytedance, the owner of TikTok, is not allowed to have any say in the algorithm or the technology of this new U.S. version.And Chinese law says you can't export this valuable technology. So it seems that they figured out some type of workaround where Oracle ...

Leadership Change - Oracle experienced a significant leadership change with two individuals, Clay McGauchie and Mike Sicilia, being promoted to co-CEOs [1][2] - Clay McGauchie, who previously led Oracle's cloud business, is being elevated, indicating the importance of the cloud infrastructure to Oracle's future [1] - The compensation for the co-CEOs is unequal, with one CEO receiving $150 million more in stock awards, likely due to their role in leading the cloud infrastructure business [3] - Safra Katz, who was initially skeptical about the shift towards data centers and cloud offerings, remains with the company [4][5] Strategic Focus - Oracle's cloud infrastructure business is poised to become its largest business [3] - Oracle secured a $20 billion deal with Meta, demonstrating its growing significance as a provider of cloud infrastructure [7] - Oracle's success with the Meta deal alleviates concerns about customer concentration following a large deal with Open AI [6][7] Internal Dynamics - Clay McGauchie is described as a driven engineering leader, while Mike Sicilia is seen as more of a stabilizing influence, mirroring the dynamic between Larry Ellison and Safra Katz [4]

Right now, you can either pick out that data set, you can say that equity markets continue to push records or hold it records. Do you have a summary of what the sentiment in the market is right now. Eric.Yeah. Thanks for having me. Clearly, the risk trade is on.Investors are taking risk. And we've really seen this since, I would say late July, where the growth indexes took over value. Right.We know that drop in April value is kind of leading the markets and that's really shifted. And you've seen growth equi ...

Let's get this out of the way. Bloomberg's reported a large round $11 billion valuation. A big raise.Any comment, please. Well, you know, you read the same reports that I do. Congratulations on getting a scoop.But no, I don't have any comments on rumors as of yet. But but interesting to see that that that that news is starting to trickle out. And you appreciate why we have to ask.The main point is that aura has some momentum. So you actually have shed some not just financial metrics, but operational metrics ...

The confusion was when this first was confirmed Friday. There wasn't clarity on whether it applied to new applicants to H-1B or existing as well. Then over the weekend, the White House clarified that it was just new applicants.But Heba, can we just start by you reflecting on your weekend, the discussions you've had with clients in the technology sector and how you've managed this process. Certainly so. You're absolutely right.Initially, there was not clarification as to whether or not the $100,000 fee would ...