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, Azure, and Google Cloud. What does this mean for the AI cycle and for investors who may have underestimated the scale of the build-out?

Plus, AI startups are booming, raising at ever higher valuations. Databricks’ CEO Ali Ghodsi on his latest and the broader landscape.

This week on Deirdre Bosa Live:

Oracle’s AI Shock — the surprise comeback into hyperscaler territory

Databricks CEO Ali Ghodsi Live — how enterprises are actually putting data to work and where are we in the cycle?

The Great 2025 Lock-In — what 9-9-6 means for talent, capital, and burnout

AI’s First Inning? — Gene Munster on why this boom may be just beginning

Apple’s AI Letdown — from last month’s darling to this week’s disappointment

The hype meets the P&L — every Thursday at noon PT, 3pm ET.