Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Oracle now.

Oracle’s earnings report last week didn’t do much to soothe concerns about how the company will fund its artificial-intelligence investments. In fact, investor sentiment has taken a turn for the worse ...

Oracle stock has fallen more than 50% from its peak as investors have become concerned about the future of AI. Microsoft reported quarterly earnings that edged out expectations, but that simply wasn't ...