Core Viewpoint - Data center infrastructure stocks experienced a decline over the past week, indicating potential volatility in the sector [1] Group 1: Market Impact - The recent surge in space data is expected to have a significant impact on companies such as Nebius, Iren, and CoreWeave, suggesting a shift in market dynamics [1] Group 2: Earnings Review - Oracle's earnings report will be reviewed, providing insights into the company's performance and its implications for the data center infrastructure market [1]