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LikeFolio's Landon Swan talks about Oracle (ORCL) and web trends surrounding the company. He points out that web visits for the firm are down 11% year-over-year while the stock has fallen 50% over that same time. Landon makes the case that the sell-off in Oracle is more brutal than it should be, though that doesn't mean investor concerns should be ignored as the firm ramps up CapEx.

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Ca$htag$: ORCL Becoming AI "House of Cards" as CapEx Concerns Swell

Schwab Network

Ca$htag$: ORCL Becoming AI "House of Cards" as CapEx Concerns Swell