Here's why Citi lowered Oracle's price target to $370

Joining us this morning, a city analyst, Tyler Radkkey, maintaining a buy today, lowering his target from 375 down to 370. It's good to have you, Tyler. Welcome.Thanks for having me. >> Um, >> what'd you make of is it about the sort of ratio of the capex move versus the forward booking revenue move or something else. >> Yeah, I I think there's a lot of things, but look, I would say put simply, the debt market is control in control of the narrative right now, right.So, you saw them obviously, I think, come i ...