Oracle (ORCL) stock falls in after hours trading after the software and cloud company reported second quarter earnings that just missed Wall Street's expectations. Wolfe Research managing director and head of software research Alex Zukin joins Market Domination Overtime Hosts Julie Hyman and Josh Lipton to examine the print and stock reaction.

Zukin tells Yahoo Finance, "There's the potential for accelerating growth. There's the potential for better infrastructure and [Oracle Cloud Infrastructure] OCI growth as well [in the next couple of quarters]."

The analyst says, "I do think that they just have to keep doing what they're doing, and the stock will continue to work." He adds that investors will be watching for any indications about AI monetization.

To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.

This post was written by Naomi Buchanan.