Oracle Earnings Beat as Cloud Revenue Surges
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Duke University Professor of Finance Cam Harvey, Morningstar Senior Equity Analyst David Swartz, Philip Morris International Group CEO Jacek Olczak, Citi Wealth Head of Portfolio Advisory Jeanne Sun, RBC Capital Markets Software Equity Research Managing Director Rishi Jaluria, Janus Henderson Global Head, Client Portfolio Management Seth Meyer, SMAC Entertainment CEO & Co-Founder Constance Schwartz-Morini, DraftKings CEO Jason Robins, & Fanatics Betting & Gaming CEO Matt King. Chapters: 00:00:00 Bloomberg The Close 00:03:42 Duke’s Cam Harvey on Rates, Inflation & Economic Growth 00:07:19 AI Investment, U.S. Growth & the $40 Trillion Debt Load 00:10:24 AI Capex, Data Centers & the Risks of Overinvestment 00:14:01 Oil Tops $107 as Middle East Supply Risks Intensify 00:17:21 Top Calls 00:19:05 Macy’s Turnaround, Consumer Pressu
Tags: ADOBE SYSTEMS INC, Altera Corp., Anthropic PBC, Anurag Rana, BBG Markets The Close Show, Campbell Harvey, Constance Schwartz-Morini, David Swartz, DraftKings, FanDuel Inc., Fanatics.com, Jacek Olczak, Jason Robins, Jeanne Sun, Kalshi Inc, Kevin Crowley, Matt King, Michael Ball, Michael Strahan, ORACLE CORP
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