Oracle's Stock Plummets Despite AI Demand Surge
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Oracle just took a massive nosedive and dragged the rest of the AI market down with it.
The stock plummeted eleven percent because revenue missed the mark, but here is the
wild part. Their actual AI demand is exploding. We are talking a four hundred percent
jump in future contracts with heavy hitters like Meta and Nvidia. OpenAI is even committing billions to their
infrastructure. Investors are just sweating over the massive debt needed to build these data
centers. They are betting the house on AI, so this dip is either a disaster or a
fire sale.
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