Oracle ($ORCL) podcast mentions
But you're missing out an important detail, which is the hundreds of billions of dollars in infrastructure provided by Microsoft, Google, Amazon, and Oracle. To be clear, the harms are very similar. We are not disagreeing on that, but I think it's important to know that this was a function of where it was making decisions, was it was checking on a decision tree based on the harness, based on the training data, which isn't a lot. It's not a decision tree. I know. But it's an alignment issue still. I will agree.
Ed Zitron · The Diary Of A CEO with Steven Bartlett · AI Debate Ed Zitron, Andrew McAfee, Nate Soares, Roman Yampolskiy · 2026-09-17I think we've spent an alarming amount of time not talking about the actual harms of AI as it is today. I think these are necessary conversations to have. I think we should talk about the fact that Amazon, Microsoft, Google, Oracle are helping power these hacks, that Sam Altman and Dario Amadei have overseen companies that have done what is tantamount to felony hacking, that we are not having discussions about how to stop this today, but what we might stop tomorrow. And I think in general, we also need to worry about the financials, which have not come come up at all. But if there is an industry slowdown, how do you deal with the $1.3 trillion of compute commitments? All of these are very real things that will have very real consequences very, very soon. But, and I understand why, and it's necessary to discuss what we do around AI, the actual regulatory thing we need to do today is cut off the compute, slow down these labs fully. And I don't, I don't care about China here. What are they gonna do, distill a model like they have the time, they are capped on our progress. So what the biggest thing to do is to slow down.
Ed Zitron · The Diary Of A CEO with Steven Bartlett · AI Debate Ed Zitron, Andrew McAfee, Nate Soares, Roman Yampolskiy · 2026-09-17Exactly. And that's why I think, you know, SpaceX and Tesla bulls are just so excited about these AI data centers in space, which we discussed on my SpaceX picks. So, you know, renewable energy is clearly a massive competitive advantage, and having data centers in space also takes care of much of the cooling that must be very, very carefully managed. But let's look at some of the economics of Alphabet's competitors in the AI data center space. So there are a few businesses that compete in the value chain. The two best ones that I came over were CoreWeave and Nebius. Simply because they're kind of pure play and don't have financials that are obfuscated by other business lines such as, you know, an Oracle, an Amazon, or a Microsoft. Now, the problem with both businesses is that they just today remain unprofitable. So even if you are making a complaint about Google's appreciation being artificially low, they're still probably much more profitable than either Neebius or CoreWeave is today.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17Exactly. So that's all we have for you today. But as usual, I think I'd like to leave you here with a quote. And this one is coming from the Oracle of Omaha himself, Warren Buffett, back in 2012. So he said, the chances of being way wrong in IBM are probably less, at least for us, than being way wrong with Google or Apple. But that doesn't mean that those— the latter two companies— aren't going to do, say, far better than IBM. Now, this is just such a great quote because I think it showcases Buffett's thinking process. In just a few sentences, you can see how he thinks about opportunity cost, and why upside isn't the only thing that matters. And of course, he was completely correct that both of those businesses provided much better returns than IBM, but he just didn't have the competence in his understanding of Apple and Google at that time to make an investment. But now he's invested in both, and perhaps you can argue that maybe he feels like he's gotten competent enough, or that, you know, at the time that he bought them, the businesses just had been de-risked to some extent, and that downside was well protected. That's all we have for you today, and see you next time.
Kyle Grieve · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP847: Alphabet (GOOGL): The Megacap That Still Might Be Underrated w/ Kyle Grieve & Shawn O’Malley · 2026-09-17You would hope, you know, that's where we started. I was at Amazon prior to and spent a lot of time in customer warehouses. And, you— we started around the consumer side, you know, more like you or I order up a lamp and it's broken again and something happens. And now we really service the enterprise. But it's the same thing throughout, from the mom-and-pop shop to the large enterprise. So some do have, you know, SAP and Oracle and some of these other, you know, common systems of record. But the Excel— I don't think we've met a company that doesn't use Excel spreadsheets.
Sean McCarthy · TBPN · Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller · 2026-09-16Yeah, I don't know. Kind of hard to top Stevie Nicks, but I can't wait to see. Elsewhere in hyperscaler world, Microsoft likes a nice little div hike. We didn't mention that. And then this gap on Oracle, Jim, has been filled back to— back to what, $140?
Carl Quintanilla · Squawk on the Street · Squawk on the Street 9/16/26 · 2026-09-16they are They are the key customer in many ways for Oracle. They have others, but without a doubt, that $300 billion commitment over a 5-year period. Of course, I've seen one of those, talked about it many times, the data centers they're building where OpenAI will eventually be the key tenant. And Oracle always gets picked on because it's, you know, its balance sheet is not that of a Microsoft or an Alphabet or Meta in terms of its free cash flow generation. Or lack thereof, even though all of those aforementioned companies now are not generating anywhere near, if at all, the free cash flow they once did. But the belief is that they could turn that on any time they want. Whereas with Oracle, you've got obviously a much more tenuous credit rating at play here. And that said, they did, they did get the equity done, $20 billion at the market, you know, over the summer.
David Faber · Squawk on the Street · Squawk on the Street 9/16/26 · 2026-09-16These companies, along with Oracle, are considered the main hyperscalers. This is a term we didn't really use that much until a few years ago, and now it's getting thrown around all the time.
Ricky Mulvey · The Indicator from Planet Money · How the bond market is handling AI risks · 2026-09-16Not Oracle.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/15/26 · 2026-09-15Yeah, I mean, today Intel files its altera comment. Look, I think Intel's still a buy. I think Micron's still a buy. I just want to start with those. Obviously, the Corning— it was some fortuitous timing because it turned out the Corning's doing this at the market sale for $2 billion. Those are the kiss of death. We saw it for Oracle. We actually saw it for AMC. When you do these, every time the stock lifts, you bring out sellers. So I want people to be very careful until they're done their sell program. And it's certainly— I would say George Kurtz would tell you again, if these companies have a problem, they should address the problem. They should put some money toward it instead of just having people just say, you know, whatever they want. Jensen Huang in the All In conference was asked about, are you allowed to say whatever you want on on letter X. And he says externally what you do is what's done internally. And he doesn't really know what those guys are doing.
Jim Cramer · Squawk on the Street · CNBC Investing Club: Cramer’s Morning Take on Chip Stocks 9/15/26 · 2026-09-15Again, the economy is not the market. The market's not the economy. I am concerned. My call has not been for recession. Ours has been for rotation, not recession. However, as we've been discussing, you know, this, this, this Ponzi finance, circular financing with, with, with It's underwriting AI. When the market says no más, you start looking at the CDS on Oracle or, you know, whatever. And the market says game over. To your point, you're asking the right question. And I think we're looking at, you know, I'm focused on the market, not on the economy so much. But when you're spending trillions of dollars and running a deficit of 7% of GDP, like, how are you going to get a recession? All right. Problem is you're looking at a global increase in cost of capital.
George Noble · Bloomberg Surveillance · AI Safety and Rising Yields · 2026-09-15NVIDIA's down 3%. CoreWave down 9%. Oracle down 5%. Microsoft, Amazon, and Alphabet all lower. Nasdaq futures down 1.5% to 2%. These— not only OpenAI, NVIDIA, and Anthropic are really fragile right now. The entire economy is really fragile because Trump has made a giant bet on AI, which is responsible for 90% of the CapEx increase, 72% of the earnings growth, a ridiculous amount of the GDP growth. So our economy is now resting on a pillar where a guy showed up, a 28-year-old showed up and said, "Oh, by the way, the 40% of the NASDAQ is kind of engaged in this thing that might be an expected death of 80 million people, if that's just, or 800 million if you believe my 10% calculation." This is such a failure of leadership and governance.
Scott Galloway · Pivot · AI Panic: Dario’s Warning, Trump’s Dismissal, and OpenAI’s IPO Delay · 2026-09-15Welcome to Prof G Markets. I'm Ed Elson. It is September 15th. Let's check in on yesterday's market vitals. The major indices declined with chipmakers selling off on fears of an AI slowdown. More on that in a minute. Meanwhile, CrowdStrike rallied 14% as investors piled into cybersecurity stocks. Brent crude remained elevated at $105 per barrel. And finally, the yield on 10-year Treasuries topped 5% for the first time in 3 years. We will be discussing that news tomorrow. Okay, what else is happening? The AI apocalypse debate intensified over the weekend, and both Anthropic and OpenAI have now officially weighed in. On Saturday, Anthropic CEO Dario Amodei published an essay titled, quote, "We Must Pace the Frontier." He wrote that we must slow the pace at which we improve the capabilities of AI models. He also warned that within 6 to 12 months, a swarm of rogue AI agents could take over the entire internet with a persistent botnet. Sam Altman also posted, quote, "I agree with Dario that we need to pace the frontier." And Elon Musk concurred, posting, quote, "Dario is right." Altman also told Fortune, that OpenAI will not go public in 2026, calling this, quote, an ill-advised moment to go public. The White House, however, is not on board with slowing things down. President Trump, speaking to reporters in Ireland on Sunday, said, quote, whoever wins AI wins, and called the people raising these alarms, quote, negative forces. Still, a slew of AI-adjacent companies sold off on Monday on concerns that a slowdown would impact AI spending. Nvidia closed down 3%. Oracle was down 4%, CoreWeave down 7%, and SoftBank, which is a significant investor in OpenAI, closed down 15%. So here to break down what all of this means, we are speaking with Charlie O'Neill, co-head of model training at Base10. Charlie, thank you for joining us again on Prof G Markets. You work in AI, you are an AI developer, you work with these models, you've been in this game a long time. Suddenly everyone is very upset about this. And it's an interesting— it's interesting how the debate has evolved. But we're now reaching a place where the leaders of these AI companies are saying we need to actually slow everything down, which I'm not sure many people would have predicted.
Ed Elson · Prof G Markets · Why OpenAI And Anthropic Are Pumping The Breaks · 2026-09-15Awesome. You know, just to frame the issue here, you are perhaps the world's leading expert on valuing a lot of these AI companies and, and in valuation principles in a general sense. Your class at NYU is, I think, really well regarded. When we think about the AI complex in aggregate, not each individual company, but boiling them all together, including the Magnificent Seven and other supporting players like Broadcom, like TSMC, like, uh, Oracle and others. When we add them all together, we get to an enormous, you know, enterprise value, if you will, with a lot of interconnected pieces. And the ratio of enterprise value to free cash flow, whether or not you're using operating cash flow and trying to segregate CapEx, or if you're including, you know, free cash flow net of all of those expenditures, you get to a really, really large number and you've got to believe a really, really big number for future cash flow growth. Fundamentally, I'd love to hear you just opine on the situation and give us your thoughts on how you feel about the situation.
Scott Trench · BiggerPockets Money · Aswath Damodaran: Why AI Needs $10 Trillion in Revenue to Work · 2026-09-15Sounds great. Well, I thought I would wrap up here with showing you my research project inspired by your work. So this is my mega cap valuation workbook here, and what I've done here is I have said, let's aggregate the roster of mega cap tech companies. NVIDIA, Alphabet, Apple, Microsoft, Amazon, Taiwan Semiconductor Manufacturing Company, Broadcom, SpaceX, Meta, Tesla, and Oracle. I'm missing a few, and I will add Anthropic and OpenAI when they go public. I've also factored out, you know, TSMC and SpaceX are not in the S&P 500, right? And, you know, some people— some of these are debatable whether you should include or not, so you can, you can change these. And what I've done is I said, here's a— there's a discount rate associated with these. That's the first thing you're going to poke a hole in here. I've just used 10% as a plug.
Scott Trench · BiggerPockets Money · Aswath Damodaran: Why AI Needs $10 Trillion in Revenue to Work · 2026-09-15