Oracle just dropped their earnings and the market's not having it—shares tanked 11% before the bell even rang. Here's the thing: when you're pouring billions into AI infrastructure, investors get real twitchy about any revenue miss, no matter how small. Making it worse? Their credit default swap spreads are widening too, signaling growing concern about the gap between massive capex burns and actual returns. Classic case of "show me the money" sentiment kicking in during this AI spending frenzy.