Oracle Escalates AI Spending, Sending Shares Plunging
甲骨文甲骨文(US:ORCL) Youtube·2025-12-11 21:33

We accept there is some anxiety. They are spending more than than you thought they would. They have some growth.Where in the equation are they sitting for you. Yeah, I think right now it's a timing mismatch. I think we are getting overly penalized for a number of elements.I think there's kind of a vote of no confidence from this market around the ability to grow and serve open eye, both on the open eye front, quite frankly, in the in the Oracle front, I think that that's a mistake. We truly believe the comp ...