Episode Details

Oracle’s stock plunged 8.7% today amid broader market weakness triggered by Broadcom’s earnings—where AI chip sales growth fell short of expectations—sparking investor jitters across tech. Yet, not all is gloom: Guggenheim analysts still rate Oracle a “buy,” betting on its AI infrastructure play as OpenAI and others pour billions into data centers. Oracle’s own $160B capital spend over two years adds risk, but the long-term AI boom could still lift its stock—if investor nerves don’t outweigh the upside.

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