Jack of All Trades: High Stakes 12.10.2025
Dec 10 dominated by Oracle's AI infrastructure reckoning—stock plunged 11% on $16.1B revenue (+14%, missed estimates), $523B RPO (+438% YoY), but shocking $50B FY2026 capex (raised from $35B), negative $10B FCF, and $248B lease commitments as debt hit $124B triggering existential AI bubble concerns