<![CDATA[Is Oracle the first in the AI bubble to pop?]]>This post did not contain any content.
Link Preview Image
]]>https://isurg.org/topic/9eeaba30-f409-4b5f-9fba-3cb5fb5604e4/is-oracle-the-first-in-the-ai-bubble-to-popRSS for NodeThu, 22 Oct 2026 12:36:32 GMTThu, 15 Oct 2026 14:41:34 GMT60<![CDATA[Reply to Is Oracle the first in the AI bubble to pop? on Thu, 15 Oct 2026 15:25:47 GMT]]>Ellison over leveraged himself using oracle stocks and then oracle also went and over leveraged themselves. However kedrosky says that there’s a good chance the bond markets will be the harbinger, and while I’m not following closely it does seem that there’s rumbling there.

]]>https://isurg.org/post/https://discuss.tchncs.de/comment/28775163https://isurg.org/post/https://discuss.tchncs.de/comment/28775163Thu, 15 Oct 2026 15:25:47 GMT<![CDATA[Reply to Is Oracle the first in the AI bubble to pop? on Thu, 15 Oct 2026 15:23:04 GMT]]>All of the big AI trades had a huge surge in the last year, orcl is vulnerable because of how leveraged it is.

Also, Ellison sucks

]]>https://isurg.org/post/https://lemmy.world/comment/26348677https://isurg.org/post/https://lemmy.world/comment/26348677Thu, 15 Oct 2026 15:23:04 GMT<![CDATA[Reply to Is Oracle the first in the AI bubble to pop? on Thu, 15 Oct 2026 15:17:16 GMT]]>Not really. It just had a huge surge exactly one year ago. Oracle is also heavily in healthcare software and losing market share to Epic.

]]>https://isurg.org/post/https://startrek.website/comment/25064080https://isurg.org/post/https://startrek.website/comment/25064080Thu, 15 Oct 2026 15:17:16 GMT