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YouTubeBloomberg Television
Oracle’s $300B AI Bet Becomes Bubble Barometer
Oracle Corp. has pushed back the completion dates for some of the data centers it’s developing for the artificial intelligence model developer OpenAI to 2028 from 2027, according to people familiar with the work. The delays are largely due to labor and material shortages, said the people, asking not to be identified discussing private ...
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Oracle may underperform compared to other large cap AI stocks in 2026, says Deepwater's Gene Munster
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