Oracle Rekindles AI Fears, Fed Cuts Amid Dessent | The Opening Trade 11/12
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Live on Bloomberg TVOracle Rekindles AI Fears, Fed Cuts Amid Dessent | The Opening Trade 11/12 The Opening TradeDecember 11th, 2025, 2:34 PM GMT+0000European software stocks opened lower today after Oracle fell in late trading as it reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. The Oracle share drop countered earlier positive sentiment across equities after Fed Chair Jerome Powell cut rates by 25 basis points, amid dissenting votes from Fed policymakers.
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