Gabriella Borges
Software sector analyst at Goldman Sachs Research who discusses Oracle's cloud capex, gross margins, and expectations ahead of earnings.
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Mar 10, 2026 • 44min
Amazon Looks to Raise At Least $37 Billion with Bond Sale
Katrina Manson, a reporter on defense and AI adoption in the Pentagon, explains Google AI agents in military workflows. Gabriella Borges, a software analyst at Goldman Sachs, breaks down cloud capex and margin dynamics. Antonio Neri, CEO of Hewlett Packard Enterprise, discusses surging AI hardware demand and supply constraints. They cover Amazon’s massive bond move to fund AI, Pentagon AI rollout, and AI-driven hardware markets.
