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Oracle’s AI Spending Plans Face Investor Scrutiny as Some Funds Trim Stakes

Munro says questions over financing AI ambitions tied to OpenAI pressured the stock in the December quarter.

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Mar Vista’s Q3 Letter Outlines AI-Focused Repositioning After 3.29% Return