Oracle Slides by Most Since January on Mounting AI Spending

Written by BloombergPublished Dec 11, 2025, 9:46 PMLast Updated Dec 12, 2025, 2:57 PM

Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion - which hasn't happened yet, but which is what tech CEOs are "banking on." She joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."