Some of us are not waiting for

Some of us are not waiting for the AI bubble to burst. The AI revolution is here to stay. It is the returns and expected returns that we have concerns with. There is more hope than value and investments; thus, it is concerning.
If we cannot reduce infrastructural and energy costs, it does not seem sustainable in America.
$Oracle(ORCL)$
$NVIDIA(NVDA)$
$Microsoft(MSFT)$
$Taiwan Semiconductor Manufacturing(TSM)$

Oracle Deepens AI Anxiety: Will It Accelerate the Sell-Off?

Oracle reported its fiscal Q2 2026 results after the market closed on Wednesday, with revenue and cloud revenue both falling short of analyst expectations. The company also posted –$10 billion in free cash flow for the quarter. At the same time, Oracle raised its full-year capital expenditure guidance, saying it now expects to spend about $15 billion more than previously planned. These updates triggered a sharp reaction in the market — Oracle’s share price plunged more than 10%.

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Ah_Meng
10:20
Ah_Meng
Agree 👍🏻

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