And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec in the radio booth.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. On a day where we actually see stocks across the board a lower the major indices, I should say, Carol Massar. And a lot of this seems to be tied to some concerns a ...

Welcome back. Shares of Oracle are lower today on a report that says the cloud provider is struggling to make money renting out Nvidia chips. That story from the information.Sema Modi has the details in today's tech check. Sema, what can you tell us about this report that is driving a lot of the downside today. Yeah, the stock is down right now after that big run up we saw last month.Dom, if you read the report, it basically alleges that while Oracle's cloud business is growing exponentially, it has quote r ...

Welcome back. Shares of Oracle are lower today on a report that says the cloud provider is struggling to make money renting out Nvidia chips. That story from the information.Sema Modi has the details in today's tech check. Sema, what can you tell us about this report that is driving a lot of the downside today. Yeah, the stock is down right now after that big run up we saw last month.Dom, if you read the report, it basically alleges that while Oracle's cloud business is growing exponentially, it has quote r ...

Oracle (ORCL) stock slid Tuesday following a report that the company has slim profit margins on AI cloud computing compared to the rest of its business. AI bullishness and cloud growth has been key to Oracle stock's rally over the past 12 months. Oracle collected roughly $900 million in revenue but only $125 million in gross profit from renting cloud-based servers with Nvidia (NVDA) chips to other businesses during its August-ended quarter, according to a report from The Information, which cited internal do ...

Core Insights - The enterprise narrative on artificial intelligence has shifted from testing AI capabilities to execution, with recent announcements from IBM, Oracle, and Nvidia indicating that AI is becoming foundational to enterprise infrastructure [1] Group 1: IBM and Anthropic Partnership - IBM announced a partnership with Anthropic to integrate the Claude family of large language models into its AI-first software-development environment, enhancing its hybrid-cloud ecosystem [3] - This collaboration aims to provide productivity gains from generative AI while ensuring compliance and data control, transforming AI into a reliable utility for critical workloads [4] - Anthropic plans to triple its international workforce to meet the demand for Claude deployments, raising questions about IBM's ability to operate generative tools in compliance-heavy sectors like finance and healthcare [5] Group 2: Oracle and EPAM Systems Collaboration - EPAM Systems and Oracle expanded their alliance to promote AI-enabled cloud services across various industries, leveraging EPAM's expertise to migrate legacy workloads to Oracle Cloud Infrastructure [6] - This partnership emphasizes the importance of service providers in the AI economy, as enterprises require assistance in integrating AI models into regulated data environments [6] Group 3: Nvidia and Fujitsu Partnership - Nvidia and Fujitsu announced a collaboration to co-develop AI infrastructure that connects Fujitsu's MONAKA CPUs with Nvidia GPUs, targeting advanced workloads in robotics, healthcare, and manufacturing [7] - This partnership aligns with Nvidia's strategy to create a global AI compute backbone and supports Fujitsu's goals for energy-efficient AI infrastructure [7] Group 4: Financial Implications of AI Integration - The integration of AI into enterprise systems is costly, with businesses spending five to ten times more on integration, compliance, infrastructure, and monitoring than on AI models themselves [8] - Cumulative AI infrastructure spending is projected to exceed $2.8 trillion through 2029, highlighting the growing importance of compute and data systems in enterprise value creation [9]

Kaito. Photo by BeInCrypto Oracle's stock price tanked after a new report on its profit margins, and there are serious possible implications for AI. Crypto's market cap also declined afterward, but it's hard to predict the full fallout. LLM developers and various AI infrastructure interests are currently engaged in a huge wave of circular financing, but one collapse could cause more problems. The AI bubble may be in danger of popping soon. Oracle Stock and AI Fortunes Recently, Oracle Corp, an American ...

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Oracle (NYSE: ORCL ) has been making waves in the AI space recently, so I thought I would revisit it and talk a little about its past performance and what is still ahead for it. The last time IMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we ...

CNBC’s Kristina Partsinevelos joins ‘Halftime Report’ to discuss the latest from a report that Oracle is struggling to make money renting out Nvidia Chips. ...

Let's pull up shares of Oracle because it's a it's an interesting developing story uh as we have this conversation and you could see a little while ago these shares took a dip by about 5%. The information is out with a story today uh which says the following. I'm quoting directly from this story and this is the reason why the stock is lower.Uh internal documents show the fast growing cloud business has had razor thin gross profit margins in the past year or so, lower than what many equity analysts have esti ...