Last week, Oracle surprised Wall Street with a massive $300 billion deal with OpenAI, a five-year deal that helped send Oracle’s stock soaring—and brought simmering fears of an ‘AI bubble’ back to the ...
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Why Oracle is now a poster child for AI bubble fears
Oracle spent the past two years racing to reinvent itself as an artificial intelligence infrastructure powerhouse, only to watch that story unravel in spectacular fashion. A stock that once traded as ...
(Bloomberg/Jeran Wittenstein) — For anyone concerned that artificial intelligence is fueling a bubble in technology stocks, Oracle Corp. has entered the conversation. Shares of the database software ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...
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