Oracle's new capacity lags behind competitors, says Rothschild's Haissl

change. Oracle shares are higher today after what's been a very brutal few weeks. The AI darling that made Larry Ellison the world's richest man is now down more than 20% just this month alone.Fears about its debt and exposure to open AI is weighing heavily on that stock. But none of this comes as a surprise to our next guest who launched his coverage of the stock Oracle as a sell-rated one back in September. Those shares are down more than 30% since that call.For more, let's bring in Alex Heisle of Rothsch ...