Caroline Hyde

Robert Schiffman on the Credit Corporate, Corporate Credit Watch, MathCamp, Bloomberg Intelligence CV, love it.

Another mover today is Oracle Shares.

We're on a bit of a tear.

This comes after, a tear, up 9%.

This comes after DA Davidson released a note saying improvements from OpenAI would lift the shares of public companies in the chat GPT-Baker's orbit, particularly Oracle.

Let's bring in DA Davidson, Managing Director here.

We're just showing the kind of top line of your research and clearly, you know, there's some read through right in the move we've seen in Oracle this morning.

Why is Oracle such a key beneficiary if OpenAI is basically able to monetize better, offer more products and particularly strengthen its enterprise business?

Okay, I appreciate that math on what's changed about the situation with open AI being good for it.

You know, that's been a question for a long time.

You just heard Bloomberg Intelligence's Robert Shiffman, right?

Oracle has been at the heart of this question on debt versus payoff.

They've had a lot of demand when they've gone to the market, but we are worried, right?

They've swung to negative free cash flow.

They are taking on a lot of burden.

You seem sanguine about that.

Isabel, what's the flows data, the most recent flows data telling us?

Bloomberg's Isabel Lee, terrific reporting.

Thank you very much.

Let's keep the discussion going with Jalak Jobanputra, founder and managing partner of Future Perfect Ventures, early-stage VC firm focused on cryptocurrency and blockchain technology.