Shares of Alibaba, the top performer among Chinese tech names in Hong Kong this month, rallied as analysts touted improving growth prospects for the company’s cloud and AI businesses https://t.co/c7DBuJis4K ...

A lot of focus at the moment on the neo cloud and scale kind of fits into that. What are the details from this story. We know a lot more than what you said.This is 1.1% billion. They've described it as one of the large actually, they said it's the largest series B round in Europe. You know, it's really fascinating to see the scale, though.We have some in our in our story in the Bloomberg today, but this might be just the amount of money they need to purchase just one of their data centers they have had plan ...

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Core Insights - Unisys will host a conference call on October 9, 2025, at 2 p.m. EDT to discuss its ClearPath Forward ecosystem and strategies to enhance value for its Enterprise Computing Solutions clients [1][2]. Group 1: Event Details - The conference call will be led by Chris Arrasmith, COO, and Sean Tinney, SVP and GM of Enterprise Computing Solutions, with participation from Mike Thomson, CEO and President [2]. - Investors can submit questions in advance via email and join the call through a dedicated phone line or webcast [3]. Group 2: Access and Replay Information - A live webcast and presentation materials will be available on the Unisys Investor Relations website [3]. - A replay of the webcast will be accessible shortly after the event, with a telephone replay available until October 23, 2025 [4]. Group 3: Company Overview - Unisys is a global technology solutions company that provides cloud, AI, digital workplace, applications, and enterprise computing solutions to help clients unlock their potential [5].

Core Insights - Capgemini has announced the availability of a bond prospectus for a new bond issuance, which has been approved by the French financial authority (AMF) [4][6]. Group 1: Company Overview - Capgemini is a global business and technology transformation partner with a workforce of 350,000 employees across more than 50 countries [5]. - The company reported global revenues of €22.1 billion for the year 2024 [5]. Group 2: Bond Issuance Details - The bond issuance includes several tranches: - €1 billion notes with a maturity of 2 years and a floating rate of 3-month Euribor plus 0.30% (2027 Bonds) [7]. - €500 million notes with a maturity of 3 years and a coupon of 2.50% (2028 Bonds) [7]. - €1.25 billion notes with a maturity of 6 years and a coupon of 3.125% (2031 Bonds) [7]. - €1.25 billion notes with a maturity of 9 years and a coupon of 3.50% (2034 Bonds) [7].

Oracle's Leadership and Strategy - Oracle 宣布管理层调整，任命两位联席 CEO，原 CEO Safra Catz 将担任执行副董事长[2] - Oracle 认为正处于由 AI 驱动的世代增长加速期，并致力于成为服务于 AI 需求的超大规模厂商之一[5] - Oracle 计划在 10 月份的分析师日分享更多关于其积压订单的质量和数量的细节，这些订单正在推动增长加速[7] - 市场对 Oracle 委任双 CEO 结构反应积极，股价上涨约 5%[1][7] TikTok and Strategic Partnerships - Oracle 有望领导一个投资者联盟，控制 TikTok 的美国资产[2] - Oracle 不仅与 TikTok 合作，还与 Chat GPT、Meta、XAI 和 Nvidia 结盟，成为全球最具规模工作负载的关键功能战略提供商[14] - Oracle 通过为这些工作负载提供动力，学习如何在复杂和不断变化的地缘政治环境中安全地进行大规模交付[14] - Oracle 作为能够提供此类服务的公司的案例，为其他公司在 Oracle Cloud 上安全存储数据和使用 AI 代理树立了榜样[19] Semiconductor Industry and Micron - 内存和网络是性能改进的关键，因此许多网络公司以及内存公司今年的表现都非常好[25] - 尽管半导体行业本质上是周期性的，但由于 AI 的强劲推动，这种周期性正在减弱[26][27] - Spear Invest 在 Asterolabs 的股价回调后增持了该公司的股票，目前仓位较大，因为该公司是网络侧的关键供应商，并正在扩大客户群[29][30]

Leadership Transition - Oracle CEO Safra Catz stepping down after 11 years, becoming executive chair [1] - Clay McGorick and Mike Sicilia appointed as co-CEOs, emphasizing technical leadership [1] - The transition reflects a shift towards technical expertise over traditional management [3] Strategic Focus - Oracle is experiencing significant AI-driven demand [2] - Oracle is part of a consortium to control 80% of TikTok's US operations [2] - Oracle is reportedly in talks with Meta for a $20 billion cloud deal to power AI model training and deployment [3] TikTok Deal Implications - The new technical leadership is relevant to the TikTok deal, focusing on AI infrastructure and applications [5] - Oracle would play a significant role in monitoring and retraining TikTok's algorithm in the US [4] Financial Performance - Oracle's stock has soared 95% this year [3]

Oracle shares are slightly higher today. Now, there's a lot going on. The company did announce the departure of CEO Saffra Katz.She'll be replaced by co-CEOs Clay McGu and Mike Sicilia. Cats will shift to executive vice chair of the board of directors. So, she's not leaving the company.And in the meantime, we're also getting more headlines on what the US Tik Tock sort of deal is going to look like, which will almost certainly involve Oracle, perhaps in a very large way. Here to talk more about all of this, ...

Let's turn to this leadership shakeup at Oracle today. The company naming two new CEOs. Clay McGor and Mike Cecilia.Sappercatz will serve as the executive vice chair. Stocks jumping today and up more than 90% as you might know for the year. Joining us this morning's head of tech research Ben Writes can talk about this along with some other topics too.Morning Ben, good to see you. Carl, great to be here. So we had a big discussion this morning about why now uh and does it sort of if Kat is trying to exit at ...

Leadership Transition - Oracle announced a CEO change, with Safra Catz, who has been with the company for 26 years, transitioning to vice chair [1][2] - Oracle's co-CEOs, Clay Magirk and Mike Sicilia, are taking the lead, signaling a focus on growth [4] - Clay Magirk, who joined from Amazon in 2014, has been instrumental in pushing the infrastructure side of the business [2][3][4] Strategic Focus - Oracle is involved in TikTok's US business algorithm [1] - Oracle is focusing on cloud, infrastructure, and data center services, driven by the increasing market capitalization [2][3] - Oracle is investing in A I applications, with Mike Sicilia leading this area [3][4]