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 ...

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]

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 ...

Oracle has hit a bit of an air pocket. Let's get to our Christina parts and Neilos. Hey Christina.Hi. What we're seeing is actually Oracle shares dropping roughly 5% after internal documents revealed the company's AI cloud business is running thinner than expected profit margins. And this is according to the information.It just came out right now. Their reporting claims Oracle is losing considerable sums of money on the rental. And so they rent uh servers and chips.And so on the rental of both new and older ...

Core Insights - The Stargate AI data center project is a collaboration between OpenAI, Oracle, and SoftBank, with support from President Donald Trump, aimed at building AI infrastructure in the US [1] - Oracle's stock fell by 5% following concerns about its plans to purchase billions of Nvidia chips for cloud services [1] - Oracle's gross margins in its Nvidia cloud business were reported at 14% on $900 million in sales, significantly lower than its overall gross margin of around 70% [2] - The high costs of Nvidia chips and aggressive pricing for AI chip rentals may pose profitability challenges for Oracle as it transitions into a key player in the cloud and AI sectors [2] - Oracle reported a 359% increase in its backlog of cloud contracts year-over-year, forecasting $144 billion in cloud infrastructure revenue by 2030, up from over $10 billion in 2025 [3] - A significant portion of the projected revenue is attributed to Oracle's involvement in the Stargate project, which includes the establishment of five large data centers equipped with Nvidia AI chips [3]

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief:  Enterprise software sales through hyperscaler cloud marketplaces are set to increase more than five times, from $30 billion in 2024 to $163 billion by 2030, according to research from Omdia published Monday. The exponential sales growth reflects enterprise adoption of marketplace procurement, as well as increased agentic AI sales.  Enterprise customers are eng ...

Alibaba Group Holding Limited (NYSE:BABA) is one of the AI Stocks Investors Are Watching Closely. On September 29, Morgan Stanley reiterated the stock as “Overweight” and raised its price target to $200 per share from $165. The firm cited accelerating growth in its cloud division and sustained momentum in core operations behind the raise. “We raise our cloud growth estimates to 32% for F26 and 40% for F27, driven by increased capex, model upgrades, strategic partnerships and accelerated international exp ...

格隆汇10月7日｜IREN美股盘前一度涨超11%，此前消息称其获得了新的多年期人工智能云合同。 ...

Core Insights - Microsoft is a dominant player in the tech industry, with its Windows OS on over 70% of desktop PCs and Azure as the second-largest cloud services provider [1][4] - The company reported $281.7 billion in revenue and $101.8 billion in earnings for fiscal year 2025, marking a 15% year-over-year increase for both metrics [4] - Microsoft's strategic investment in AI, particularly through its partnership with OpenAI, has significantly contributed to its growth [5][6] Financial Performance - Microsoft generated $281.7 billion in revenue and $101.8 billion in earnings in fiscal year 2025, both up 15% year over year [4] - The Intelligent Cloud segment, which includes Azure, saw a revenue increase of 26% year over year [6] AI and Innovation - The integration of OpenAI's GPT-5 large language model across Microsoft's product lineup is a key driver of its growth [5] - Microsoft is also advancing in quantum computing with the introduction of its Majorana 1 quantum chip, which could potentially enable 1 million qubits on a single chip [7] Market Sentiment - Microsoft's stock price has more than doubled in the last three years and is up over 20% in 2025 [8] - The consensus 12-month price target for Microsoft suggests an upside potential of approximately 19%, with some analysts projecting increases of 21% to over 25% [8]