What software earnings, the economy could signal for AI adoption

Oracle (ORCL) is among the top software companies prepping to report earnings this week, the cloud company is set to drop its fiscal fourth quarter results on Wednesday. RBC Capital Markets managing director of software Rishi Jaluria sits down with Josh Lipton for a conversation about the state of the software industry following President Trump's tariff wars, the sector's recession sensitivities, and the adoption trends in AI enterprises. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here.