Oracle Corp. (ORCL) shares plunged after the company escalated its spending on AI data centers and other equipment, erasing more than $100 billion in market value. The latest earnings report and share slide mark a reversal of fortunes for a company that just a few months ago was enjoying a blistering rally and clinching multibillion-dollar data center deals. Bloomberg's Robert Schiffman joined Carol Massar and Tim Stenovec on 'Bloomberg Businessweek Daily' to break it down.

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