Another sign share-markets are teetering at the top of the AI-induced bubble; one (albeit major) backer of Oracle's capital investment in data centres pulled out, sending US tech stocks down, not just Oracle's.
Each bit of 'bad news' related to AI has an immediate market effect (which especially when share prices are volatile we might expect). But the bigger Q. is the impact of repeated bad news on sentiment around AI investment & projected returns?
Cliff edge in sight?