Deirdre Bosa Live

Oracle’s AI Shock: The 4th Hyperscaler? | Databricks CEO, the 2025 Lock-In, AI’s First Inning

Oracle just stunned Wall Street — a $455B backlog, a $300B OpenAI data-center deal, and a surge that puts Larry Ellison’s “legacy” company in the same league as AWS, Azur

Google & Apple: The New AI Trade Leaders (!) | Chrome’s Win, Chip shakeup, AI app rankings

Google is up nearly 20% in the last month. Apple’s up 17% ahead of next week’s iPhone event. Meanwhile, Nvidia and other main players of the AI trade have slipped. The s

Nvidia Hits $4 Trillion – But Can AI Scale? | Energy, Robots & CEO of Ramp

Nvidia just became the first company to hit a $4 trillion market cap. But the real story? What powers that value—and what could disrupt it. From power constraints to op

Google pushes AI mode, AI’s hiring divide and Box CEO on Superintelligence

Google is turning on AI for billions — but Wall Street hasn’t priced it in. This week on DB Live, we break down the company’s homepage shift, its vertical strategy, and h

IPO Heat Check & Gen Z vs AI: Who’s Winning This Boom?

The AI boom is real — but so are the tradeoffs. Chips are ripping, IPOs are heating up, and startups are getting funded. But under the surface, Microsoft is cutting jobs,

AI Ads Hit the NBA Finals | Kalshi, Databricks, Luma, and the Burnout Era of AI

AI just crashed primetime. Kalshi dropped a fully AI-generated ad during the NBA Finals — no cameras, no crew, just Google’s Veo model and a national TV slot. We talk to

Week Ahead in AI: Tesla, Apple, and the Risk Trade

The AI trade is back—Nvidia, Broadcom, and CoreWeave are surging. But a hidden clause in Congress’s reconciliation bill could reshape the future of AI regulation. Anthrop

Nvidia’s Next Trillion: China Slips, Inference Explodes + Dan Niles on the AI trade

Nvidia crushed earnings again, but the story isn’t just in the beat. It’s in the split: a shrinking China business, and a surging new driver of growth: inference. On th