Oracle may underperform compared to other large cap AI stocks in 2026, says Deepwater's Gene Munster

For more in tech rough week, let's bring in fast money friend Gene Munster, managing partner of Deep Water Asset Management. Gan, it's always great to get your thoughts. Um, I want to start off with Oracle and I I just curious, how do you think this Oracle story progresses in 2026.And is there even though we know that Broadcom is a very different company that Nvidia is a very different company in terms of customers, in terms of their balance sheet, etc., etc. Is there the risk of contagion from Oracle to th ...