Companies To Watch: Oracle’s earnings shock and what it means for AI stocks

Oracle is back in focus after its latest earnings update triggered a sharp sell-off in its shares and sent ripples across the broader tech sector. Join Dan Koh and Ryan Huang as they unpack what really moved Oracle’s stock, why even strong earners like Broadcom felt the pressure, and what investors should watch next as markets demand proof that AI spending can translate into sustainable profits.See omnystudio.com/listener for privacy information.