Oracle Slides by Most Since January on Mounting AI Spending
Bloomberg Tech
Bloomberg
4.5 • 49 Ratings
🗓️ 11 December 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
Oracle falls after reporting a jump in spending on AI data centers and other equipment. Plus, Disney agrees to invest $1 billion in OpenAI and license characters for use on the Sora generative video platform, and the CEO of chip-design software maker Synopsys joins to break down the company's earnings following a significant equity investment from Nvidia earlier this month.
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| 0:58.5 | centres and other equipment. We're going to discuss the impact, and there is impact on the |
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