Once a dominant force in enterprise software, Oracle spent years trailing cloud giants like AWS, Microsoft Azure, and Google Cloud. At 48, the company has often been seen as a slow mover in a fast-paced tech landscape—until now.

With a staggering $30 billion-a-year cloud deal on the table and its stock hitting record highs, Oracle is signaling a bold new chapter. So what does this mean for investors? Is Oracle finally ready to lead the next wave of cloud transformation?

Join Dan Koh and Audrey Siek as they unpack Oracle’s big move, the market reaction, and what it all means for the future of tech and investing.