By Yahoo Finance Video
Publication Date: 2025-12-19 11:30:00
00:00 Speaker A
We got a different perspective on this. We recently heard from Gil Luria, a smart, smart analyst, a thoughtful guy.
00:05 Speaker B
Dear Gil.
00:06 Speaker A
We love Gil. Uh, and we wanted his opinion. Now, you know, Gil is not a fan of Oracle. He is neutral. He urges his customers to stay on the sidelines. Listen to what he had to say and we’ll get your answer.
00:19 Gil Luria
Microsoft is at the forefront. At the forefront is Microsoft, which owns most of OpenAI. You get paid first. If there’s anything left, I’d say Amazon is probably next. Maybe Oracle will come after that, which means the 300 billion won’t materialize.
00:39 Speaker A
So 300 billion will not come about. What do you think, Corey?
00:44 Corey
Well, I mean, you know, they have contracts with their customers. They clearly vetted the customers they want and didn’t have the…
