Oracle Shares Drop $10 B After Nvidia Scandal Triggers Credit Concerns
Oracle lost $10 billion in market value following Nvidia CEO turmoil, as bond yields rose and default swaps spiked, prompting fears of a junk‑rating downgrade.
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Kenji SatoMicrosoft Ends Oracle AI Cloud Deal Over Outdated Nvidia GPUs
Microsoft is winding down its AI‑computing contract with Oracle after older Nvidia chips failed to meet its evolving requirements, part of a broader pullback from external cloud providers.
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AI firms secure over $200 bn in financing as semiconductor stocks plunge
Despite a 27% drop in AI‑related semiconductor equities, leading AI players have raised more than $200 bn in debt and equity this year, according to multiple sources.
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