Oracle Escalates AI Spending, Sending Shares Plunging
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Live on Bloomberg TVOracle Escalates AI Spending, Sending Shares PlungingBloomberg TechnologyTV ShowsDecember 11th, 2025, 9:31 PM GMT+0000Alex 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.” (Source: Bloomberg)More From Bloomberg Technology04:18Rivian Bets Big With New AI Chip and Lidar 4 hours ago44:09SpaceX Said to Pursue 2026 IPO | Bloomberg Tech 12/10/202523 hours ago06:13SpaceX IPO 'Seismic Event' for Space Industry: Will Whitehorn06:03More Sanguine About Paramount's Warner Bros. Bid: Needham's MartinAll episodes and clipsBloomberg Markets"Bloomberg Markets" is focused on bringing you the most important global business and breaking markets news and information as it happens.More episodes and clips01:52Every Media Company Has To Embrace AI: Dergarabedian43:22Senate Rejects Obamacare Credit Renewal | Balance of Power: Early Edition 12/11/202551:37Oracle's Credit Risk, Broadcom Earnings, Netflix Becoming 'Debtflix' | Bloomberg Markets 12/9/202507:27Malliotakis Says ACA Plan With Fraud Protections Popular, But May Not Get Floor VoteThe David Rubenstein ShowThe David Rubenstein Show: Peer-to-Peer Conversations" explores successful leadership through the personal and professional choices of the most influential people in business.More episodes and clips24:06The David Rubenstein Show: Ynon Kreiz24:05David Rubenstein Show: Kevin Hassett24:05The David Rubenstein Show: Maria Sharapova24:06The David Rubenstein Show: Justice Anthony KennedySee all shows