Matt, what stood out for you. Why the disappointment from Oracle. Yeah, I think there's a couple of things going on here.One is that they massively ramped their capital expenditure, its outlook for the year. So now looking for $50 billion to spend, that's 5 billion higher than the earlier estimate. So, you know, 5 billion higher than the earlier.So like kind of a more than 40% increase. And I think, you know, in a market where everybody was already kind of getting a bit concerned about how much some of thes ...

Shares of Oracle continue to slide this morning despite bullish long-term forecasts. At its analyst day yesterday, it said it expects cloud sales of 166 billion. That would be by fiscal year 2030.It also increased its deal backlog. It's now over $500 billion. Both seemingly positives.The stock did move up a bit after those numbers were shared yesterday, but of course you can see down almost 8%. Simma Mod's here at Post 9. she has more on sort of what's going on here.>> So David and Sarah, let's talk about t ...