Oracle surges +30% on cloud demand

11/09/2025 20 min
Oracle surges +30% on cloud demand

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Episode Synopsis

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.