Oracle booked $65B in AI cloud deals—including Meta—in 30 days, but the stock slipped after-hours despite raised 2030 targets. Investors want proof on 30–40% margins, not bookings. Demand's real. Execution's unproven. The scoreboard moves there.
Anthropic wired Claude into Microsoft 365, chasing institutional memory while Microsoft hedges with model choice inside Copilot. The fight isn't about chat features—it's about who mediates your company's knowledge day after day.
Good Morning from San Francisco, Apple promoted its Siri overhaul chief. Three weeks later, he joined Meta. That makes twelve
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