Oracle Escalates AI Spending, Sending Shares Plunging

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Oracle Escalates AI Spending, Sending Shares Plunging Alex 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.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:   Get the latest in tech from Silicon Valley and around the world here: Connect with us on... X: Facebook: Instagram:   Follow Ed Ludlow on X here: Follow Caroline Hyde on X here:   Listen to the daily Bloomberg Technology podcast here:   More from Bloomberg Business Connect with us on... X: Facebook: Instagram: LinkedIn: TikTok:
  2025/12/11      youtube
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