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TBPN · Mar 11, 2026

Oracle Rips, Ellison's Tech-First Vision, Fertilizer Crisis | Apoorv Agrawal, Owen Jennings, Amjad Masad, Shardul Shah, Mike Blue, Brian Taylor, Ivan Soto-Wright

Oracle earnings and AI infrastructure growth Consumer AI adoption patterns and retention metrics Enterprise AI implementation and workforce restructuring Private credit market stress from software company exposure AI agent cryptocurrency integration