According to market experts, Oracle is slipping because it overpromises AI

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According to market experts, Oracle is slipping because it overpromises AI

By Reuters Videos
Publication Date: 2025-12-17 21:48:00

Reuters Videos

<span>STORY: Oracle shares fell nearly 5% after a report said the cloud company’s largest data center partner, Blue Owl Capital, will not support a $10 billion deal for its next AI data center facility.</span><span>Coons said the decline also reflected a normal repricing process and no signs of a broader AI bubble.</span><span>“I think this is really healthy for everyone who talks about an AI bubble. I think this proves that there isn’t one because it’s so different from the dot-com bubble, because there are healthy discussions and healthy pushbacks like this for certain names that probably deserve it,” he said.</span>

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