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Oracle Fears Add to Doubts About the A.I. Rally

Oracle Fears Add to Doubts About the A.I. Rally
business10/8/2025

Investors worried about the financials of the technology giant’s cloud computing business, compounding broader worries about a sky-high stock boom.

Andrew here. I’m at the Masters of Scale Summit in San Francisco, where one big conversation is taking place across this city: Are we in an A.I. bubble? I’ve heard that question multiple times in one day. The answer is that we are — we just don’t kno... [9501 chars]