Oracle drags down Nvidia and other AI stocks as bubble fears intensify
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Oracle drags down Nvidia and other AI stocks as bubble fears intensifyListen(7 min)Listen(7 min)The canary in the coal mine — or in this case, the data center — has stopped singing. The reaction to Oracle’s second-quarter earnings report confirmed the software and cloud-computing company’s role as the barometer for artificial-intelligence risk in the overall market.Shares of Oracle ORCL fell steadily in aftermarket trading on Wednesday night as the company’s earnings call progressed, and opened 14% lower on Thursday morning — putting it on pace for the largest decrease since March 2002, according to Dow Jones Market Data.About the AuthorChristine Ji is a reporter covering Big Tech.Copyright © 2025 MarketWatch, Inc. All rights reserved.