Oracle Slides by Most Since January on Mounting AI Spending

甲骨文股价自1月以来因人工智能支出增加而大幅攀升

Bloomberg Intelligence

2025-12-12

22 分钟
PDF

单集简介 ...

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle shares plunging by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want.-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses the latest on Warner Brothers Discovery. A sale of news network CNN, which President Donald Trump says is required for any Warner Bros. Discovery transaction, stands to fetch at least a $3.6 billion valuation when applying a conservative 4.5x multiple to 2026 Ebitda of around $800 million, as estimated by Kagan.-Madison Muller, Bloomberg Health Reporter, discusses how a next-generation obesity shot from Eli Lilly & Co. helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.-Lindsay Dutch, Bloomberg Intelligence Consumer Hardlines Senior Analyst, discusses Bloomberg Intelligence’s North America Consumer Hardlines outlook for 2026. According to BI, revenue gains should extend in 2026 for most consumer-hardlines retailers in our coverage, building on demand that's poised to push top-line growth to a three-year best, on average, in 2025.     See omnystudio.com/listener for privacy information.
更多

单集文稿 ...

  • What is actual investing?

  • We believe that it's a real-world task to deliver thoughtful capital deployment.

  • It's not about speculating over the short term.

  • It's about understanding the long-term opportunities for companies through technological progress or new business models.

  • So we seek out those exploring big new ideas that will change the world.

  • Then we back them to give those ideas time to flourish.

  • Bloomberg Daybreak is your best way to get informed first thing in the morning right in your podcast feed.

  • Hi, I'm Karen Moscow.

  • And I'm Nathan Hager.

  • Each morning we're up early putting together the latest episode of Bloomberg Daybreak U.S.

  • edition.

  • It's your daily 15-minute podcast on the latest in global news,

  • politics, and international relations.

  • Listen to the Bloomberg Daybreak U.S.

  • edition podcast each morning for the stories that matter with the context you need.

  • Find us on Apple, Spotify, or anywhere you listen.

  • You're listening to the Bloomberg intelligence podcast catch us live weekdays at 10 a.m.

  • Eastern on Apple CarPlay and Android Auto with the Bloomberg business app listen on demand wherever you get your podcasts or watch us live on YouTube Oracle taking it on the chin today You know they put us a big revenue numbers.

  • I thought I mean 30% here 60% here but not enough for the street and same time you jack up your capex and I think the street gets a little bit nervous about that.

  • So the stock is trading down pretty big.