Oracle Escalates AI Spending, Sending Shares Plunging
December 11, 2025
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6:36Now PlayingOracle Escalates AI Spending, Sending Shares Plunging
YouTube Description
as posted by the channelAlex Zukin, Managing Director and Senior Analyst covering enterprise software at Wolfe Research, discusses the fall in Oracle shares and why he thinks it is more about a "timing mismatch" and the company is getting "overly penalized". He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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