Oracle (ORCL) saw a stunning run following September's earnings report but fell more than 40% since hitting all-time highs. George Tsilis explains how a $38 billion loan to build OpenAI data centers added to losses on Friday and why it creates more concerns around A.I. spending. Retail stocks gained attention too, seen in Abercrombie & Fitch's (ANF) 30% run in the last five trading sessions, and Five Below's (FIVE) price target hike from UBS ahead of earnings.