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

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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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Oct 7, 2025

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

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