Oracle Lays Off 30,000 and Nike Falls Flat Once Again

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Investing, Business

4.3 • 3.1K Ratings

🗓️ 1 April 2026

⏱️ 22 minutes

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Summary

OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - OpenAI’s $122 billion capital raise - Nike’s disappointment - Oracle lays off 30,000 Companies discussed: Alphabet (GOOG), Amazon (AMZN), Oracle (ORCL), Nike (NKE). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Open AI is raising $122 billion.
0:09.1	What comes next?
0:10.7	Miley Full Money starts now.
0:20.7	Welcome to Molly Full Money. I'm Travis Hoyam, joined today by Rachel Warren and Lou Whiteman.
0:25.9	And guys, the big headline of the end of the day yesterday was that Open AI has, I guess, officially now raised $122 billion.
0:35.1	I don't think they have all the cash yet. But this is companies like Amazon,
0:39.8	SoftBank. Microsoft is apparently back in the game investing in Open AI. But Lou, I'm curious
0:46.0	about a couple of things. This I think is the biggest, definitely the biggest raise in Silicon Valley,
0:50.8	maybe even the biggest raise ever for a company, single raise ever for a
0:55.2	company. And they're not really close to being profitable. So does this bring an IPO closer? And then,
1:02.4	you know, we also have this arc. The arc funds are investing. So now retail is coming in as well,
1:08.4	kind of in a through a back door. So what are your thoughts on that? I know it's kind of a big question, but it just seems like they're setting up for this IPO, but yet they still are burning through tons and tons of cash. Yeah. And I think it's important to note that some of this is backwards looking. Some of this is just announcing the close of around where they've announced some of these, or at least it's been reported if they haven't announced it before. So, yeah, a lot of this is just kind of what was coming. Look, you at the IPO, look, to say $2 billion or so in revenue per month, so figured out on the valuation, about 35 times sales, guys, I'll be honest. I've seen worse. I don't know. I mean, I'm not saying.
1:44.2	That's so crazy, but that is true. Yeah. But look, theoretically, it's growing, so that's good.
1:51.7	Huge caveats with this. Some of Amazon's money is tied to achieving artificial general intelligence.
1:57.4	If and when that happens, we'll see. It feels like just lawyer bait. Doesn't it feel like
2:01.8	that we're going to end up in court in two years battling over whether or not the AI is
2:06.3	actually general intelligent or not? The interesting thing here, though, is trying to figure out
2:11.7	what from here, right? And Open AI wants to go public. Shares already trade on secondary markets.
2:19.6	Reportedly, it is hard to find buyers for these shares right now.
2:23.8	Anthropic is all the rage.
2:26.0	I think that's a better gauge, if true, and again, I'm not on those.
2:29.6	I don't know that.
	...

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