One of the big winners of the artificial-intelligence boom, Oracle, is facing hard questions from investors and analysts about how it plans to pay for an expensive expansion of its AI infrastructure. WSJ Heard on the Street columnist Dan Gallagher joins us to discuss where Oracle is coming up short. Plus, WSJ reporter Robert McMillan explains how those ubiquitous toll-scam text messages work and why you should never click the link. Belle Lin hosts.

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