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

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… [1989 chars]

Source: The New York Times | Published: 2025-10-08T12:24:59Z

Credit: The New York Times

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