Oracle on Tuesday predicted that the AI data center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.
Tyler Radke, co-head of U.S. software research at Citi, joins 'Squawk on the Street' to discuss Oracle's latest earnings report, the slump in software stocks, and more.
Sarat Sethi, DCLA, joins 'The Exchange' to discuss why Sethi stuck with Oracle's stock, the ecosystem around the AI stocks and much more.
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