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ORCL, FERG, NVDA

12:58ORCLAMZN

“…it took Amazon years to get off their Oracle databases in spite of running obviously their own very competitive and stable and successful database as a service offering, right?”

Stephen O’Grady, Principal analyst and co-founder, RedMonk

The Enterprise AI Show (opens in a new tab) ·

6:04FERG

“I think arguably there was a valuation gap. And if you looked at multiple EBITDA multiples and stuff like that, to the right peer set in the US. So ultimately that became a big part of it too.”

Podcast guest

Enquire, the Investor Relations podcast (opens in a new tab) ·

17:50NVDA

“…say, an NVIDIA providing financing to their customers, they have to hedge that exposure. So if they lend a customer $50 or $100 million, they’re going to go out and short the bond market in order to hedge that risk.”

Christopher Whalen, Chairman, Whalen Global Advisors

Kitco NEWS (opens in a new tab) ·

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