Oracle can 'go all in' on AI in a way Microsoft & Google can't

Oracle (ORCL) stock is skyrocketing after the company's cloud infrastructure outlook wowed Wall Street. KeyBanc Capital Markets managing director and equity research analyst Jackson Ader and Bloomberg Intelligence analyst Anurag Rana discuss Oracle's competitive advantage and explain why strong artificial intelligence (AI) bookings are driving huge stock gains. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.