Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

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The Rundown

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580 episodes

15 hours ago

Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.

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Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

The Rundown

10 minutes 40 seconds

3 weeks ago

Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.

In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog.

We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition.

Is Oracle building the future of AI, or becoming the poster child of the next bubble?