Oracle’s statement “chips away at hyperscaler supply risks,” Bank of America said. So why did the stock start trading down on Monday? OpenAI played a part.

The tech giant has invested huge sums in the AI infrastructure buildout in recent times

Oracle's 5-year credit default swaps are tumbling after the company announced a $50 billion debt and equity financing plan.

Oracle’s plan to raise $50 billion had shares rising. Then a tweet about its confidence in OpenAI triggered a selloff that spoke volumes.

Oracle’s statement “chips away at hyperscaler supply risks,” Bank of America said. So why did the stock start trading down on Monday? OpenAI played a part.