Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25 - podcast episode cover

Oracle’s thin-margin alarm bell, Plus Qualcomm’s robotics bet 10/7/25

Oct 07, 20256 min
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Episode description

Shares of Oracle lower today after a report that the cloud provider is struggling to make money renting Nvidia chips. Plus, we look at how Qualcomm’s latest acquisition deepens its robotics bet.


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