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Bloomberg

Analysts Raise UiPath Price Targets Post-Earnings

UIPath, a robotics automation software company, has seen its shares rise close to 40% this year due in large part to the company's large customer base over several industries, spanning from healthcare to the US government. CFO & COO Ashim Gupta joined Carol Massar, Tim Stenovec, and Nina Trentmann on 'Bloomberg businessweek Daily' to discuss AI and automation trends.

Read more: Analysts Raise UiPath Price Targets Post-Earnings
Bloomberg

Oracle's $300B AI Bet Becomes Bubble Barometer

Oracle Corp. has pushed back the completion dates for some of the data centers it's developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. The delays are largely due to labor and material shortages, said the people, asking not to be identified discussing private schedules. Oracle has been working to deliver on a $300 billion contract to supply the computing power necessary to train and run OpenAI's models since it was inked this summer. Even with the delays, the timelines for the projects in the US remain ambitious for sites that are set to become some of the largest in the world. Brody Ford discusses his reporting on Oracle's position at the center of the AI book on Bloomberg Businessweek Daily.

Read more: Oracle's $300B AI Bet Becomes Bubble Barometer
Bloomberg

Duckhorn CEO Touts Quality as Popular Wine Brand's Key Driver

The Duckhorn Portfolio is among North America's premier luxury wine companies, with a history dating back nearly 50 years. The company's wines are available throughout the United States, on five continents, and in more than 50 countries around the world. Robert Hanson was named CEO of The Duckhorn Portfolio early 2025. He discusses some of Duckhorn's newest offerings, and details plans for its next era of growth with Alexis Christoforous, Kristine Aquino and Bailey Lipschultz on Bloomberg Businessweek Daily.

Read more: Duckhorn CEO Touts Quality as Popular Wine Brand's Key Driver
Bloomberg

Markets Could Say 'No More' to Fed Cuts, Says New York Life Investment's Goodwin

Following Wednesday's decision by the Fed to lower interest rates once again, New York life Investments Chief Market Strategist Lauren Goodwin believes that rates falling into the lower bound of neutral will spur the markets to say 'no more,' forcing the 10-year yield to move higher. She joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' to discuss the market's reaction to the Fed decision and how inflation could impact the Fed in 2026.

Read more: Markets Could Say 'No More' to Fed Cuts, Says New York Life Investment's Goodwin