Oracle and CoreWeave represent 'bad behavior' in the AI buildout, says DA Davidson's Gil Luria

For more on Oracle and the pullback in the AI trade, let's bring in DA Davidson, head of technology research, Gil Lauria. Gil, great to have you with us. I know you were listening in to our conversation.I mean, in your view, is Oracle some sort of a canary in the coal mine. I mean, is this sort of the cautionary tale um that a lot of these other players will will fall to in terms of, you know, the optimism fading away, the concern about the debt levels growing, etc. >> It's a cautionary tale in the sense th ...