Oracle (ORCL) has reportedly delayed some of its completion dates on AI data center projects for OpenAI (OPAI.PVT) to 2028, according to Bloomberg, dragging the cloud infrastructure stock lower and weighing on all three of the major indexes (^DJI, ^IXIC, ^GSPC). Market Catalysts host Julie Hyman reports on this breaking headline. Also catch D.A. Davidson's Gil Luria and Theory Ventures founder Tomasz Tunguz share their respective outlooks on Oracle. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.