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Oracle Stock Sinks on Revenue Miss and $50 Billion AI Spending Plan

Rising credit risk from a debt-heavy expansion revived doubts about its AI strategy.

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

All Eyes on Nvidia Earnings as Jitters Grow Over AI Valuations

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments