The latest Fed rate cut is reigniting a "rotation trade" out of trendy AI-linked names. It is a sign investors are feeling more confident about the economy.
Oracle's collapsing stock shows the AI boom is running into two hard limits: physics and debt markets FortuneOracle made a $300 billion bet on OpenAI. It's paying the price. Yahoo FinanceOracle's $300 Billion AI Bet Has Fast Become a Bubble Barometer Bloomberg.comTech stocks tumble amid renewed AI worries on Wall Street NBC News
