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 ...

Investor Sentiment & Market Trends - Investor enthusiasm for data centers and AI is growing, with expectations that revenues will match or exceed expenditures in the coming years [1][2][3] - Investors are seeking diversification beyond the "Magnificent Seven" tech companies, looking for exposure to other semiconductor companies and data owners involved in the AI space [5][6] - AI is considered a long-term investment theme expected to drive markets for the next decade and beyond, despite potential short-term anxieties [15] ETF Performance & Strategy - One actively managed ETF has attracted over $5 billion this year, becoming the largest AI ETF in the United States, focusing on digital infrastructure, hardware producers, and data owners [2] - Actively managed funds can provide value by looking beyond consensus views and identifying emerging names in the AI ecosystem, globally [7][8] - The iShares innovation and tech actively managed ETF has seen accelerating fund flows, indicating a lack of significant anxiety among investors [14] Energy Sector & AI - There's increasing interest in various energy sources (nuclear, fossil fuels, renewables) to power the AI trade, viewing utilities through a forward-looking lens [11] - Investors are broadly considering the entire energy value chain, including necessary energy fuels, producers, and distribution methods [13] Company Strategy & Fundamentals - Leading technology companies with low costs of capital and access to dollars have a significant advantage in leveraging their strengths in the AI space [4] - Earnings direction is more important than current revenue for large language model developers, focusing on subscriber growth, model development, and corporate penetration [16][17]

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]

Market Sentiment & Trends - Risk appetite is high among investors, particularly since late July, favoring growth over value stocks [1][2] - The Russell 1000 growth index is up over 17% year-to-date, indicating strong growth equity performance [2] - The "Magnificent Seven" (Mac Seven) stocks are currently leading the markets, with Apple recovering to positive territory for the year [3][4] - Semiconductor sector is performing well, with Micron being a key name to watch for insights into air infrastructure direction [9][10] Valuation & Investment Strategy - High valuations of leading stocks are a concern, suggesting caution for new investments [5][6] - Diversification is recommended for new money, rather than increasing bets on already successful positions [6] - Investors should assess their portfolio's risk exposure based on the size of their positions in high-performing stocks [8] Future Outlook - Despite expecting a pullback, the market is anticipated to remain positive overall, with buyers likely to step in during corrections [11] - Earnings, particularly from companies like Oracle, are expected to drive market growth [7][8]

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 ...