Podcasts about cloud business

Google's cloud business is thriving, as companies adopting its AI and AI infrastructure services help the tech giant to report record profits. Also, ChatGPT users can also integrate their personal data from services like Apple Health, Function, and MyFitnessPal. Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week, I discuss Comcast's plans to split its media and technology businesses, spinning off NBCUniversal and Sky into a separate publicly traded company. I questioned why it didn't happen sooner, since for years we've seen from its balance sheet and stock price that combining its content and distribution pipelines hasn't added value. Also related to Comcast, I cover the news that ITV has agreed to sell its Media and Entertainment division, covering the ITV channels, the ITVX streaming platform, and the advertising business that funds them, to Comcast-owned Sky for up to £1.6 billion. I discuss Meta's plans to launch a cloud business to sell AI computing power and why it makes sense, when Meta is spending so much on capex without a clear path to directly monetize it. I also use the example of Meta taking a page from Google's playbook, which successfully diversified revenue beyond just advertising by growing their cloud services over many years. Other Meta news covered is that the company took a patent license covering AV1 and VP9 from the Access Advance VDP Pool. Finally, I cover the latest news from Netflix, which will add video content from new publishers, ranging from 3 to 20 minutes in length, and why this is not a sign that Netflix is trying to be YouTube.Podcast produced by Security Halt Media

Our 252th episode with a summary and discussion of last week's big AI news!Recorded on 07/11/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI publicly rolled out GPT-5.6 (including Sol and Luna) and rebranded its desktop agentic coding product as ChatGPT Work, amid disputed claims about whether the US government effectively green-lit and delayed the release and concerns about inconsistent, ad hoc frontier-model oversight and jailbreakability.New model releases intensified pricing and capability competition: SpaceX AI's Grok 4.5 launched as a very low-cost, Opus-class coding model with minimal safety documentation, while Meta released Muse Spark 1.1 with aggressive pricing, large coding/cyber benchmark gains, and a lengthy safety evaluation.Meta also previewed Muse Video and rolled out Muse Image before quickly backtracking after backlash over easy generation of images of public Instagram accounts; separately, Chinese open-source models grew to over 30% of weekly OpenRouter tokens as cost pressure increased, alongside discussion of risks like potential insider threats.Infrastructure, policy, and safety developments included Meta exploring selling AI compute as a cloud business, US energy regulators pressing grid operators on large-load data-center connections, Anthropic publishing a “global workspace” interpretability method for verbalizable internal representations, reports that China may restrict overseas access to top models, and AI 2040 proposing US–China coordination to slow progress until alignment improves.Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):(00:00:10) Intro / Banter(00:01:33) News PreviewTools & Apps(00:02:03) OpenAI rolls out GPT-5.6 after government greenlight — and announces ‘ChatGPT Work' | The Verge + The new ChatGPT superapp takes aim at Claude Desktop + OpenAI is shutting down its Atlas web browser + OpenAI's latest AI model likely has similar cyber vulnerabilities to one that led to U.S. export controls on Anthropic's Fable, British agency says(00:15:41) SpaceXAI, Cursor Launch Grok 4.5 AI Model for Finance, Legal Applications - Bloomberg + SpaceXAI's Grok 4.5 Undercuts Anthropic and OpenAI on Coding Agent Pricing(00:20:29) Meta says its new AI model is ready to compete on coding | The Verge(00:27:21) Introducing Muse Image and Muse Video + https://www.nytimes.com/2026/07/10/technology/meta-muse-images-instagram-removal.html(00:29:01) Chinese AI models gain ground with U.S. companies as costs surge +Anthropic and OpenAI Face a New Threat from ChinaApplications & Business(00:35:21) Meta Is Planning a Cloud Business to Sell AI Computing Power - Bloomberg(00:46:32) US energy regulator sets ultimatum for data centres + Grid operator PJM orders emergency steps to avoid large-scale US power outagesProjects & Open Source(00:51:40) Nemotron-Labs-Diffusion: A Tri-Mode Language Model Unifying Autoregressive, Diffusion, and Self-Speculation Decoding(00:57:44) Tencent Releases Hy3: An Open 295B Mixture-of-Experts (MoE) Model with 21B Active Parameters and 256K Context - MarkTechPostPolicy & Safety(00:58:30) Verbalizable Representations Form a Global Workspace in Language Models(01:09:29) Beijing is looking at curbing overseas access to China's top AI models, sources say(01:12:53) The ex-OpenAI employee behind ‘AI 2027' recommends a rosier path - The Washington Post + AI 2040: Plan ASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Im Scalable Xtrackers MSCI All Country World UCITS ETF stecken mittlerweile schon über 650 Mio. €. Und das nur ein Jahr nach Auflage. Mehr Infos dazu hier. Meta will Cloud-Business starten. CoreWeave und Nebius verlieren. Nike schlägt Erwartungen auf niedrigem Niveau. General Mills senkt Preise. Lime-IPO mit Pop. Bending Spoons IPO mit mehr Pop. Klarna macht Mega-Deal. Moltiply freut's. 927 Seiten Vermögensbericht. Trump hat über 1 Mrd. $ mit Krypto verdient. Memecoin-Lizenz, Token-Verkäufe, Bitcoin-Holdings. Dazu Goldbarren, Aktientrading und Trump-Uhren für 5 Mio. $. Circle (WKN: A417ZL) crasht 20% an einem Tag. Grund: Stripe, Visa, Mastercard und sogar Partner Coinbase bauen mit Open USD einen Konkurrenz-Stablecoin. Wird USDC überflüssig? Außerdem: Strategy (WKN: 722713) verkauft jetzt Bitcoins für Milliarden. Diesen Podcast vom 02.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

MRKT Matrix - Wednesday, July 1st Dow closes little changed after touching record; Nasdaq slides to start July (CNBC) Fed Chief Kevin Warsh declines to hint at July rate decision, but says inflation ‘too high' (CNBC) US Decides Against Renewing USMCA, Shifting to Rolling Talks (Bloomberg) U.S. auto industry faces increased uncertainty without extension of USMCA trade deal (CNBC) Meta Is Planning a Cloud Business to Sell AI Computing Power (Bloomberg) Microsoft Plans Thousands of Layoffs in Sales, Engineering, Xbox (The Information) Trump's $1.4 Billion Haul Makes Him Biggest US Crypto Moneymaker (Bloomberg) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://riskreversal.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Alex Coffey says the second half of 2026 has a strong foundation underneath when turning to historical market metrics. One corner of Wall Street not seeing significant strength: hyperscalers, which have lagged compared to chipmaking peers. Alex also analyzes the latest ADP employment report, Nike's (NKE) lackluster earnings, and Meta Platforms (META) reportedly making its own cloud business. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Market update for July 1, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:S&P 500 and Nasdaq posting their best quarter since 2020What investors should watch in the second halfNike earnings, and why the stock is sliding despite beating expectationsAnthropic reaching a deal with the Trump administration to restore access to Fable and MythosMeta building a cloud business to sell AI computePresident Trump reporting more than $1 billion in crypto-related income last year

Die Wall Street startet uneinheitlich in den Juli und das dritte Quartal. Nach starken Gewinnen am Vortag und dem besten Quartal für den S&P 500 und Nasdaq seit 2000 nehmen Anleger zunächst Gewinne mit. Im Fokus stehen die morgigen US-Arbeitsmarktdaten, der ISM-Index für das verarbeitende Gewerbe und die ADP-Daten. Der private Stellenaufbau fiel mit 98.000 Jobs im Juni etwas schwächer aus als erwartet. Meta steigt ins Cloud-Business ein, und führt im Tech-Sektor die Gewinnerlisten an. Cloudflare gehört zu den Verlierern dieser Nachricht. Nike belastet nach vorsichtigen Aussagen zur Nachfrage, während Constellation Brands solide Zahlen vorgelegt hat. Bei Tech bleibt die KI-Story zentral: Goldman Sachs empfiehlt, den Rücksetzer bei Hyperscalern vor der Berichtssaison zu kaufen, sofern die Unternehmen zeigen können, dass die hohen KI-Investitionen auch in Umsatzwachstum münden. Gleichzeitig sorgen Microsofts mögliche Stellenstreichungen, neue KI-Modelle von Anthropic und die ausgeweitete Energiepartnerschaft von Bloom Energy und Brookfield für Gesprächsstoff. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction to Financial Markets and AI News(03:17) Claude's Revenue Surge and AI Impact(06:03) Amazon's Cloud Business and AI Developments(09:10) Consulting Industry Challenges in the Age of AI(12:25) Investment Insights and Market Trends(15:16) Exploring Underperforming Stocks and Market Dynamics(33:25) Understanding Market Dynamics and Pricing Strategies(38:37) Meta's Capital Allocation and Market Positioning(45:58) Delta Airlines: A Barometer for Consumer Spending(49:09) Rocket Lab's Financial Strategies and Market Position(51:57) Exploring Smart Fit: The Planet Fitness of Latin America(59:17) Rebuilding Portfolios and Investment Strategies(01:01:00) OpenAI's Business Model and Revenue Concerns*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Check out Value Spotlight: Stockwriteup.com *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Wir sind von sportlichem Ehrgeiz gepackt. Welcher Philipp drückt mehr auf der Hantelbank? Dazu sprechen wir über den Venezuela-Überfall der USA, Maduro, Ölreserven und die geopolitischen Implikationen für Trump und Russland. Microsoft macht aus Office 365 den Copilot, OpenAI und Johnny Ive bauen einen Stift, Yann LeCun verlässt Meta unzufrieden, und Grok lässt Nutzer Minderjährige per KI entkleiden. Dazu: Brookfield steigt ins Cloud-Business ein, Nvidia präsentiert Vera Rubin, und OpenAI wird zum Health-Advisor. Predictions für 2026: US-Zinsen, OpenAI und Anthropic IPOs, Energie, China-KI-Aktien, Top-Performer der Mag7, SpaceX & EchoStar, Robotics, Prediction Markets & Crypto, Hardware-Inflation,” Human-Made" als neues Bio-Siegel und viele mehr. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro & Fitness (00:05:17) Venezuela (00:13:16) Nvidia Vera Rubin Plattform (00:15:33) Microsoft Office wird Copilot (00:17:40) Sam Altman & Johnny Ive: Der Stift (00:22:35) Yann LeCunn (00:26:18) Meta enttäuscht (00:31:41) Salesforce rudert zurück (00:33:19) OpenAI wird Health-Advisor (00:36:24) China reguliert KI-Freunde (00:38:46) Polymarket Venezuela Insider-Wette (00:43:35) Grok undress Feature (00:45:53) Elon Musk zurück bei Trump (00:50:19) Predictions Start: US-Zinsen unter 3% (00:54:28) KI-Crash Q1 unwahrscheinlich (00:56:24) Tax Credits für Data Center (01:00:15) OpenAI & Anthropic Trillion Dollar IPO (01:04:41) Energie wichtiger als Chips (01:07:00) Nvidia Energie (01:11:26) China KI-Aktien (01:16:26) Amazon & Google (01:20:33) AMI Labs zu Apple (01:22:00) Mira Murati zu Salesforce/SAP (01:24:25) SpaceX (01:28:38) Robotics (01:30:56) China baut AR-Brille (01:33:13) Prediction Markets vs Crypto (01:35:38) Hardware-Inflation (01:38:04) Human-Made als Bio-Siegel (01:40:22) Roll-Up-Boom 2026 (01:42:40) Anti-NGO-Kampagne (01:44:59) Deepfakes bei Landtagswahlen (01:47:22) Persuasion statt Halluzination (01:49:40) Gemini bleibt werbefrei Shownotes Fitness-Philipp - linkedin.com Nvidia startet Vera Rubin KI-Plattform auf CES 2026 - theverge.com OpenAIs mysteriöses Gerät von Jony Ive könnte ein Stift sein - in.mashable.com AI-Pionier kritisiert Meta-Manager als unerfahren - cnbc.com firmenprofil - leinummer.de Salesforce - timesofindia.indiatimes.com ChatGPT spielt Arzt - theregister.com China veröffentlicht Regelentwurf für virtuelle Begleiter - the-decoder.de Teslas Verkäufe im vierten Quartal fielen stärker als erwartet. - theverge.com Someone made $400K by predicting Maduro's capture. Here's what happened - axios.com Maduro-Sturz treibt Anleihen-Rallye - bloomberg.com Explizite Bikini-Bilder Minderjähriger - theverge.com Kannst du einen Rassist und Pädophilen aus diesem Foto entfernen? - x.com Elon Musk und Trump: Dinner mit Melania und Maduro - independent.co.uk SpaceX bietet Starlink in Venezuela kostenfrei an - heise.de

Wir starten ins neue Jahr mit Glöcklers Predictions für 2026 – von Thesen zu OpenAI und Sam Altmans Zukunft über die KI-Strategien von Microsoft und Google bis hin zu überraschenden M&A-Deals mit Meta, Whatnot oder LVMH. Wer wird Top-Performer der Magnificent Seven, was passiert mit SaaS? Außerdem sprechen wir über Brookfields Einstieg ins Cloud-Business, OpenAIs geplante Werbemonetarisierung, Metas systematische Manipulation der Ad Library zur Verschleierung von Scam-Anzeigen und Elon Musks unrealistische GDP-Wachstumsprognosen. Dazu: Neuralink-Pläne, die Normalisierung von Drogen im Silicon Valley und warum Alexander Wang keine Kinder haben will, bevor Brain-Computer-Interfaces Mainstream sind. Zum Abschluss warnt Pip eindringlich vor einer neuen Generation von CEO-Scams. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro & Silvester (00:05:37) Brookfield baut Cloud-Business (00:10:47) OpenAI plant Werbung (00:15:27) Meta manipuliert Ad Library (00:22:35) Neuralink Massenproduktion? (00:27:57) Drogen-Normalisierung im Valley (00:29:50) Nikotin-Pouches für Produktivität (00:31:25) Elon verspricht 3-stelliges Wachstum (00:37:54) Sam Altman verlässt OpenAI (00:40:24) Microsoft & Google gewinnen KI (00:46:58) Amazon Top 2 der Mag7 (00:57:13) SaaS-Winter kommt (00:58:47) Meta kauft Whatnot (00:59:36) LVMH kauft On Running (01:02:52) Apple Brille kommt 2026 (01:03:43) BaFin Neo-Broker (01:08:06) Racket Sports Jahr (01:09:27) Community Predictions (01:14:19) Notebook LM (01:16:48) CEO Scam 2.0 Shownotes Community Predictions - ⁠linkedin.com⁠ Glöcklers Predictions - linkedin.com Founder Mode Podcast - ⁠youtube.com Gemini's Predictions - google.com  Brookfield startet Cloud-Geschäft mit kostengünstiger KI - theinformation.comOpenAI ChatGPT gesponserte Anzeigen - futurism.comMeta-Strategie gegen Betrüger-Druck abwehren - reuters.comTrump-Firma plant Kryptowährung für Aktionäre - bloomberg.com Neuralink plant Ausbau der Produktion bis 2026 - businessinsider.comSchwierigkeiten bei der Umsetzung neuer Datenschutzrichtlinien - timesofindia.indiatimes.comTech-Startups verteilen Gratis-Nikotinbeutel zur Produktivitätssteigerung - wsj.comElon Musk prognostiziert zweistellige Zuwächse - finance.yahoo.comPost von Elon Musk - x.com

Applied Digital (APLD) is spinning off its cloud computing business to EKSO Bionics (EKSO), a move that sent shares rallying Tuesday morning. George Tsilis explains why investors see the move as strategic. He then turns to the skies and talks about Boeing's (BA) new contract and down the clothing line with Stifel weighing on Lululemon's (LULU) proxy fight. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored and reported by CNBC's Jill Schneider. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

On Thursday, Google Cloud announced it added fast-rising AI coding startups Lovable and Windsurf to its roster of customers. Both companies have chosen Google Cloud as their primary cloud computing provider, the latest sign of Google's rising prominence against larger rivals AWS and Microsoft Azure. Also, Sam Ross, the co-founder and CEO of Numeral, came up with the idea for his sales tax compliance startup while traveling the world after having worked as a product manager at Airbnb. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Chuck Zodda and Mike Armstrong recap the market sell-off and are joined by CNBC's Michael Santoli to run through his takeaways and insight from the busiest week of the year. Plus, why did Amazon's stock take such a big hit following its earnings report? Apple saw its devices sales jump due to consumers wanting to get ahead of potential price increases. And, Paul LaMonica of Barron's discusses recent IPO Figma.

Stock market update for August 1, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Keith Townsend is "super excited" about the Google Cloud numbers he saw in Alphabet's (GOOGL) latest earnings, calling it the "poster child" and "crown jewel" of the company's business. He sees this aspect of their business feeding into Google's A.I. push, enhancing Gmail and YouTube as well. For other Mag 7 earnings ahead, he is interested to hear from Microsoft (MSFT) and its Azure unit.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Stock market update for February 5, 2025.

HighlightsCustomer Boldness (00:21)In previous keynotes, Catz has encouraged customers to be more bold – and customers are responding to that. Oracle's cloud business is growing at a rate of 50% a year. “More and more of our customers are willing to not only jump in with one foot but their entire bodies because they're getting more comfortable and they're also seeing that competition is moving,” Catz says.“Transformation and transforming yourself and modernizing yourself, that is not a destination; it's a constant journey.” Businesses are recognizing that they become more adaptable to meet customer expectations when they embrace these new technologies.Multi-Cloud Agreements (04:25)Multi-cloud agreements with Microsoft, Google Cloud, and AWS kicked off in 2024. “We have always believed that the customer should get to choose what they want to use and what environment they want to run in and how to really advance their agenda,” Catz expresses. Oracle doesn't believe in building walls or trapping customers; being open to this idea is central to Oracle's success. Because Oracle Cloud has different capabilities, the company has been able to collaborate with other providers to make their offerings work together to best meet customer needs.Healthcare Industry Offerings (08:55)Oracle has put extra energy into its industry suites, particularly for the healthcare industry. It aims to be able to handle everything from clinical trials to inventory to nursing schedules and more. At a recent health summit, Oracle launched new AI-powered capabilities for healthcare. While the company competes in several industries, Oracle acquired Cerner because “we knew that we needed to bring healthcare into the 21st century.”Larry Ellison previously shared that “we can't do it alone.” This means partnering with customers and being open to partner with other companies to apply their capabilities to ensure a quality customer experience is being delivered for patients, doctors, administrators, and others in the healthcare industry. “Do more, spend less doing it – that's our job, to give them that ability,” Catz summarizes.Revenue Goals (17:06)At its financial analyst meeting last fall, Oracle released its vision for $100 billion in revenue a few years out. Catz describes what that will look like within Oracle and how customers will contribute to the company achieving those figures. “We're telling you now, every year is going to be bigger and accelerating more,” Catz says. “The way that that curve works – it's almost unstoppable once it starts.”Cloud Data Centers (22:30)Oracle has been developing cloud data centers that are “small enough to go on a ship” as well as what Ellison has called the world's largest data centers, Evans notes. This will be important to Oracle customers in the coming years and beyond because “it gives them flexibility,” Catz explains. “We can start at any size and expand as they need it.”Ellison and New Products (24:59)2024 was a busy year for Ellison and 2025 will continue in the same manner. “This fellow does not rest,” Catz says. The Oracle team loves the new capabilities and new product lines that they've been rolling out to customers that there are no signs of slowing down.

Erik Semmel, Tech Tuesday. AI to create much more e-waste, Microsoft not Happy Google is competing with its Cloud Business.

Erik Semmel, Tech Tuesday. AI to create much more e-waste, Microsoft not Happy Google is competing with its Cloud Business.

Alphabet Shares Pullback more than Eight Percent as its Cloud Business missed Analysts' Estimates, Travis Kelce says he was Near Dead Broke his rookie year, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster City

Alphabet Shares Pullback more than Eight Percent as its Cloud Business missed Analysts' Estimates, Travis Kelce says he was Near Dead Broke his rookie year, Briefing.com Strategist Patrick O'Hare Talks About the Current Markets and More on Rob's next seminar featuring Chad Burton October 28th at the Crown Plaza Foster CitySee omnystudio.com/listener for privacy information.

Tanya Janca, Founder of We Hack Purple, and Eric Sheridan, Chief Innovation Officer at Tromzo, join us for a special episode of the Future of Application Security Podcast. This episode was originally recorded as a LinkedIn Live on June 25, 2023.  Tanya and Eric discuss how understanding the context in which applications operate is crucial for effective AppSec prioritization. You don't want to miss this insightful session to uncover how to choose AppSec priorities based on software supply chain security, code-to-cloud business context, and metrics. Let's empower organizations to strengthen their Application, Product, and Cloud Security practices and stay ahead of emerging threats. Topics discussed:  The significance of software supply chain security and the importance of preventive controls that integrate security policies throughout the SDLC.  How code to cloud business context emphasizes the need to consider various business models, ownership structures, and how they influence security requirements.  Where leveraging metrics effectively can enhance an organization's AppSec posture and mitigate risks.  

AP correspondent Julie Walker reports on Amazon AWS Slowdown

I haven't caught up with Brian Dennett in a few years. After honing his tech chops in AI startups, Dennett is back in SAP land as an SAP Mentor. I was pleased to learn, during our conversation, he is keeping the tradition of the outspoken/critical/a little grouchy SAP Mentor alive. Dennett has strong views on the SAP Datasphere news, SAP's cloud business model transition challenges, and the future of SAP TechEd. This on-site podcast discussion also weaves in a few of my recent interviews and digging on SAP's hot Sapphire topics.

I haven't caught up with Brian Dennett in a few years. After honing his tech chops in AI startups, Dennett is back in SAP land as an SAP Mentor. I was pleased to learn, during our conversation, he is keeping the tradition of the outspoken/critical/a little grouchy SAP Mentor alive. Dennett has strong views on the SAP Datasphere news, SAP's cloud business model transition challenges, and the future of SAP TechEd. This on-site podcast discussion also weaves in a few of my recent interviews and digging on SAP's hot Sapphire topics.

Welcome to ArrowSphere onAir. In this episode, James Woods, Arrow's Public Cloud Director and Josie Atkins, Arrow's Business Development Manager are going to explore how the ArrowSphere platform can help organisations optimise their IT spend and improve their overall efficiency. We'll dive into the benefits of using a multi-cloud solution, which provides the flexibility and scalability needed to adapt to changing business needs. We'll also take a look at the shift in buying habits, as more and more companies are adopting cloud services and solutions to meet their IT needs. However, with this shift comes concerns about security, and we'll discuss how ArrowSphere provides top-notch security features to protect your data and applications. So, whether you're a small business or a large enterprise, join us as we explore how ArrowSphere can help you optimise your IT spend, improve efficiency, and stay ahead of the competition.

Growth in Microsoft's cloud computing business slowed further in the latest quarter but still did better than the software company and many analysts had predicted, the Qatar Investment Authority has doubled its stake in Credit Suisse, and Chris Hipkins has been sworn in as New Zealand's next prime minister, replacing Jacinda Ardern. Mentioned in this podcast: Qatar Investment Authority doubles stake in Credit Suisse‘Mr Fixit' replaces Jacinda Ardern as New Zealand's prime ministerFT podcast surveyBehind the MoneyThe FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Safeguard owner Michelle Bowers is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran, broker for Corcoran Connect interviews Michelle Bowers in this month's episode. We welcome you to the 47th episode of Discover St. Cloud Florida. Safeguard https://www.safeguardcfl.com t. 407.877.2299 office18a@gosafeguard.com Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

QUICK LINKS:• The Agency Profitability Toolkit - Get the templates, formulas, and frameworks we've used with our consulting clients to help them double their profitability in under 60 days, absolutely free• For more information on our Agency Profitability Systems and Consulting, check out parakeeto.com• Love the podcast? Leave us a review on the platform of your choice at this link• Want to see/read more about this episode? Then do make your way to parakeeto.com/blogGUEST LINKS:Paul Higgins Blueprint: https://paulhigginsmentoring.com/blueprintICP Identifier: https://paulhigginsmentoring.com/ICPLean Customer Development bookJobs to be done FrameworkLinkedIn – @paulhigginsmentoringTwitter – @PaulHiggins555Facebook – @paulhigginsmentoring/Instagram – @paulhigginsmentoring/ABOUT: PAUL HIGGINSPaul Higgins is a sales strategist, lead generator, podcaster, author, and business growth strategist. With almost 30 years in the business under his belt, Paul is passionate about helping Cloud Business owners to do this – scale to live life with NO LIMITS! 

OG Fitness owner Keilah Rios is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran, broker for Corcoran Connect interviews Keilah Rios in this month's episode. We welcome you to the 47th episode of Discover St. Cloud Florida. OG Fitness 2012 Jaffa Dr #110 St. Cloud, Florida 34771 407-498-4313 ogfitnessfl@gmail.com Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

Speaker Bio: John Rudenauer is a husband to his beautiful and supportive wife, father to two smart and caring children, an avid sportsman (hockey, golf, bowling, fishing... you name it), and a career student. He currently works at Microsoft doing corporate strategy for their Cloud Business and he also runs his own real estate and rental management company. He is often described as someone with tremendous executive function and a master of time management. The only thing he enjoys more than making a list of things to do is crossing things off the list. In This Coffee Chat: John Rudenauer shares his reflections and perspective on aligning with your values, not allowing others to determine your worth, and finding a trusted circle of people to help support communication skills. Key Questions for Reflecting and Strengthening: How can you become a better reflector? How can you improve your ability to communicate your thoughts and feelings? Do you ever feel like you are a burden when you share your feelings? Do you reach out to others for feedback? What are some ways you can better understand your audience when you are public speaking? Do you allow the opinions of others to determine your worth? Host: Rob Maloney is a trilingual, world traveler with 2 master's degrees, an IRONMAN triathlete, entrepreneur, and keynote speaker. The Heart & Hard Work Mindset is for listeners wanting to reflect and grow alongside impactful leaders and mentors sharing their personal stories so we can witness how they built their road to success with Heart & Hard Work. Whether you're walking, sipping your morning drink, in the car, or wherever you focus, join us to reflect and grow as we understand that no matter what path we're on, extraordinary is built with Heart & Hard Work. Connect with Heart and Hard Work: www.heartandhardwork.org Heart.HardWork@Gmail.com https://www.linkedin.com/company/heart-hard-work Speakers LinkedIn: https://www.linkedin.com/in/rudenauer-john/ https://www.linkedin.com/in/MaloneyRob

Dave Askew, Dave Askew Jewelers is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran broker for Corcoran Connect interviews Dave Askew in this month's episode. Welcome to the 40th episode of Discover St. Cloud Florida. Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

John Madden, You Go Pro Baseball is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran broker for Corcoran Connect interviews John Madden in this month's episode. Welcome to the 38th episode of Discover St. Cloud Florida. Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

This week's podcast is about cloud business models. It's a complicated and evolving subject. But I am trying to identify good cloud business models that aren't obvious (like AWS, Azure and Google Cloud). Alibaba Cloud and Snowflake are examples.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here are four sub-types of Coordination Platforms.Communication. Zoom, Slack, etc.Data Intelligence. Snowflake and Confluent.Team Projects. Manual and complicated projects like architecture, media creation, software development.Operational Automation.Here are cloud business models I like:Innovation platformsCoordination platforms (especially when combined with innovation platforms).Vertical solutions———-Related articles:Why I Really Like Amazon's Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)Why Netflix and Amazon Prime Don't Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:Platforms: CoordinationPlatforms: InnovationCloud servicesFrom the Company Library, companies for this article are:Alibaba CloudSnowflake——–I write, speak and consult about digital strategy and transformation.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

Main Street Appraisal Inc owner Robert Bass is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran broker for Corcoran Connect interviews Robert Bass in this month's episode. Welcome to the 36th episode of Discover St. Cloud Florida. Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

This week, join Kristin and Jeanine as they spotlight a local business in downtown Saint Cloud, Florida. We'll introduce you to Dawnelle Sarlo, owner of DK Renewal. D+K Renewal has Bohemian furniture, home decor, plants, and accessories... basically every good thing located in historic downtown St Cloud Florida. You can find D+K Renewal online at DKRenewal.com, or on Facebook and Instagram. Don't forget to check out our Podcast on YouTube!

Baidu (BIDU) earnings report indicated $2.36 in EPS, beating the estimate. Baidu autonomous ride-hailing service Apollo Go provider 287K rides in the second quarter. Baidu monthly active users reached 628M in June. "Other social media platforms are competing in terms of advertising budgets. There is great uncertainty whether any of their new businesses can be monetized successfully on a mass scale. Leadership and brand in search have been weakened by more competitors entering the market," says Lee Bohl. "Baidu (BIDU) earnings beat is likely driven by strong growth in cloud business. The question is how much longer the Chinese government plans to continue their lockdown policy. The proposed U.S. and China agreement to allow inspection of books could be a game changer," Kevin Riley adds.

Wild Florida Safari Drive Thru Park owner Sam Haught is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran broker for Corcoran Connect interviews Sam in this month's episode. Welcome to the 30th episode of Discover St. Cloud Florida. Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

Brightway Insurance The Sterner Agency owner George Sterner is our St. Cloud FL Business Spotlight this month. Jeanine Corcoran broker for Corcoran Connect interviews George in this month's episode. Welcome to the 28th episode of Discover St. Cloud Florida. Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

Anthony Catanese author of Sunshine Towns is our resident spotlight of St. Cloud FL. Jeanine Corcoran broker for The Corcoran Connection interviews Anthony who goes by Tony in this month's episode. Jeanine is flying solo on this episode as Kristin has been sick and lost her voice. Welcome to the 25th episode of Discover St. Cloud Florida. Have suggestions on topics to cover? Or want to leave us a comment? Give us a call at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com Don't forget to check out the Podcast episode on YouTube!

This week, join Kristin and Jeanine as they spotlight a local Saint Cloud, Florida business owner. We'll introduce you to Kim Kirsch with American Health & Life Group, a proud partner of Healthcare Solutions Team. Kim shares with us how she got started in the Health Insurance industry and what she loves most about what she does. You'll also hear how Kim's daughter Brianna was able to get Kristin a $5,000 check after her fall down the stairs last year. If you're in the market for good health insurance and reasonable rates, be sure to reach out to Kim for help. You can find Kim online at americanhlg.com, or on Facebook and Instagram. Don't forget to check out our Podcast on YouTube! Reach us at 1-844-STCLOUD or email us at discoversaintcloud@gmail.com

Kimberly is a smart, multitalented, optimistic entrepreneur who helps other realize their dreams.  Join us as we discuss some of the best ways to lift others and how Kimberly's goal is to help others be more happy, think more or challenge themselves.  https://youtu.be/uV4J8kK_X9k kimberlyglover55@yahoo.com https://instagram.com/genuinelymichellewigsllc --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Frank Schaeffer In Conversation with Sales, Marketing, and Product Development Expert, Gavriella Schuster, exploring the importance of mission-focused and strategic leadership to empower women in business._____LINKShttps://gavriellaschuster.comBeCOME ALLIES E-Book_____Gavriella Schuster is a visionary and mission-focused executive and public company director with broad influence on the leading edge of technology-enabled business innovation. A Microsoft veteran who ran its partner ecosystem, Gavriella is a strategic business leader recognized for changing businesses and business models. She has extensive sales, marketing, and product development expertise helping thousands of client companies transform through technology. Gavriella also champions DE&I, as a TEDx Speaker launched #BeCOME and #ALLIES platforms.Over 25 years at Microsoft, Gavriella led significant change initiatives while transforming its relationships with partners and customers. As Corporate Vice President at Microsoft, she reimagined the global partner program, growing it into a powerhouse with more than 90,000 cloud services partners and over 12,000 published marketplace solutions. Earlier roles include the US Enterprise and Cloud Business as well as the global Windows Client Business.She is also focused on DE&I as a founding executive sponsor and board advisor of the Women in Tech Network and Women in Cloud. She serves on the boards of the Women Business Collaborative and SHE Community.Strategic advisor for the Berkshire Partners private equity firm, Gavriella is a Member of the Board of Open Systems and Chinasoft International._____In Conversation… with Frank Schaeffer is a production of the George Bailey Morality in Public Life Fellowship. It is hosted by Frank Schaeffer, author of Fall In Love, Have Children, Stay Put, Save the Planet, Be Happy.Learn more at https://www.lovechildrenplanet.comFollow Frank on Facebook, Twitter, and YouTube.https://www.facebook.com/frank.schaeffer.16https://twitter.com/Frank_Schaefferhttps://www.youtube.com/c/FrankSchaefferYouTubeIn Conversation… with Frank Schaeffer PodcastApple Podcasts: https://podcasts.apple.com/us/podcast/in-conversation-with-frank-schaeffer/id1570357787_____Support the show

Listen in as Paul Higgins talks about his journey and helping Cloud Business owners scale to live life with NO LIMITS! At age 18, he was diagnosed with a condition called Polycystic Kidney Disease (PKD). He had an 18-year career at Coca-Cola before he decided to start his own business and focus on his health and family. He transferred his system thinking and experience to the Cloud Industry.   In 2019 he gained a new kidney from my best mate Brendan and sold his Cloud consulting business to a Google partner. Now he owns a virtual assistant agency, and he also helps Cloud partners to scale to either exit like he did or have someone run it for them.   This podcast is sponsored by Ditto: www.thinkditto.com Ditto's vision is to put an end to team burnout. They are Asana Solutions partners and help businesses optimize business workflows.

This week, join Kristin and Jeanine as they spotlight a local business in downtown Saint Cloud, Florida. We'll introduce you to Stephanie Milfeld, owner of Z and Q - A Children's Boutique. Stephanie shares with us the reason she decided to open the boutique, some of the great products she carries, and their mission to give back with every purchase. Stephanie is also part of the Downtown St. Cloud Monthly Market held on the last Wednesday of every month. You can find Z and Q online at ZandQ.com, or on Facebook and Instagram. Don't forget to check out our Podcast on YouTube!

New Zealand Oil & Gas (NZO) is looking to switch its primary listing to the ASX and launch a rights offering. Alphabet (GOOGL) misses estimates for its first quarter results, YouTube came in at $6.87 billion vs. $7.51 billion expected. Microsoft (MSFT) results meet and beat expectations for the third quarter across the board. Who is Clippy? www.sharesies.com For more share market news, subscribe to Lunch Money, Sharesies' bite-sized email update: https://www.sharesies.nz/lunch-money If you'd like to get in touch, for any reason at all, email recap@sharesies.co.nz or record a voice message: https://anchor.fm/sharesies2/message. Investing involves risk. You aren't guaranteed to make money, and you might lose the money you start with. We don't provide personalised advice or recommendations. Any information we provide is general only and current at the time. For specific advice, speak to a licensed financial advice provider.

The ADBE stock price is down 2% today. Document Cloud is Adobe's (ADBE) fastest growing business. Ashley Still, the senior vice president and general manager of digital media at Adobe weighs in on how documents and e-signatures are at the core of the digital world. How does Adobe (ADBE) compare with DocuSign (DOCU)? Still states that what makes Adobe different is an all-in-one solution.