Welcome to Morning Brief presented by [music] Robin Hood, the home to commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today. First up, Oracle shares are sinking [music] and reigniting concerns over the AI trade. Investors were disappointed by the company's [music] cloud sales and an increase in data center spending. Oracle has also taken out [music] significant sums of debt and committed to leasing multiple data center sites. But its massive [music] spending isn't ye ...