'if we don't get significant revenues in by 2028, Oracle will have a significant problem.'Video: From Apps to Agents: Why 2026 Is the Real AI Inflection Point
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Oracle plummets 11% on the week... we just gave up so far this quarter 32%, which was the daily move we saw in Oracle back in September on the rise. So, Oracle's been hit hard. You've got the balance sheet issues. So, the CDS is up.Video: Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026