Negative Sentiment on Oracle's Open AI Deal

6 days ago

"Oracle here uh was down roughly 4.5 4.8% almost 5%. The main reason we did get in over the weekend and today some analysts may be not being as bullish anymore on the open AI deal due to the amount of debt. This company needs to raise the amount of risk of having the concentration on just open AI and it's creating this negative sentiment towards the AI infrastructure players."

The speaker conveys a bearish outlook on Oracle, citing concerns over an open AI deal burdened by significant debt and a risky concentration in open AI. This commentary suggests that the negative sentiment around Oracle could persist in the short term.

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