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There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say | Fortune
"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to be."
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fortune.com
Oracle earnings may not be enough to assuage debt, AI deal fears | Fortune
Shares of Oracle, which reports earnings after the close, have plunged 33% since Sept. 10, when they hit an all-time high.
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cnbc.com
Oracle shares plummet 11% in premarket, dragging down AI stocks
Shares in Nvidia, Micron and Microsoft were also lower in premarket trade on Thursday.
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forbes.com
Oracle Nosedives In Premarket, Major AI Stocks Down As Well
Oracle reported lower-than-expected revenues in its quarterly earnings report released on Wednesday.
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Oracle's huge AI bets are spooking Wall Street—a 12% plunge wiped out the market’s early gains | Fortune
Nvidia was still the single heaviest weight for the S&P 500.
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Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.
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AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
AI-related names have made losses since Oracle's mixed results on Wednesday.
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Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets | Fortune
“The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”
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There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts…
"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to…
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AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide
In at least one corner of the AI market, sentiment has turned decidedly negative.
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CNBC Daily Open: AI infrastructure stocks are taking a beating
The ready availability of clients means companies that provide the compute just need to make sure their finances are in order.
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Global selloff in stocks signals AI bubble may be ending in the healthiest way possible | Fortune
Investors are selling off individual stocks of companies that seem to be overextended, but they are broadly bullish on stocks as a whole.