Oracle. Unless you're a big database guy, it's probably not a company you're going to be all that interested in. But it is one of the biggest companies on Earth, and its stock just pumped 40% — not something you often see for an outfit which started in the 1970s.

Why? Because it just signed a $300 billion multiyear deal with OpenAI to provide compute. In this ep, we dive into the big question on literally eveeryone's lips: what the hell is up with Oracle?