In the latest episode of Motley Fool Money, analysts Tim Beyers and Ricky Mulvey discuss Oracle’s strong results, particularly in the Cloud services and AI business, with a focus on the impact of remote direct memory access. Microsoft’s AI strategy, particularly its focus on start-ups for AI services, is also highlighted.
In another segment, analysts Anthony Schiavone and Mary Long delve into Hershey’s business, including its ambitions beyond candy into snacking. They discuss the company’s resiliency, strong brand equity, and international expansion efforts. The analysts also examine Hershey’s capital allocation strategy, emphasizing the company’s high return on invested capital and shareholder-friendly initiatives.
Additionally, the discussion touches on potential challenges for Hershey, such as the impact of weight-loss drugs on consumer demand for confectionery products and the rise in cocoa prices affecting margins. Despite these challenges, the analysts remain optimistic about Hershey’s long-term growth potential and resilience in the face of market fluctuations.
Overall, the discussion provides insights into Oracle’s and Hershey’s business strategies, growth opportunities, and potential challenges, offering investors valuable perspectives on these companies’ performance and prospects in the evolving market landscape.
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https://www.fool.com/investing/2024/06/20/oracle-and-the-ai-boom/