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Oracle Stock Sinks on Revenue Miss and $50 Billion AI Spending Plan

Rising credit risk from a debt-heavy expansion revived doubts about its AI strategy.

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Oracle’s AI Cloud Boom Propels Ellison Briefly to No. 1 as Shares Score Biggest Jump Since 1992