Der Ausverkauf der KI-Infrastruktur geht an der Wall Street weiter, während die Aktien von Broadcom und Oracle fallen
https://www.cnbc.com/2025/12/15/ai-infrastructure-selloff-continues-broadcom-oracle-coreweave-shares-slide.html
Der Ausverkauf der KI-Infrastruktur geht an der Wall Street weiter, während die Aktien von Broadcom und Oracle fallen
https://www.cnbc.com/2025/12/15/ai-infrastructure-selloff-continues-broadcom-oracle-coreweave-shares-slide.html
2 Kommentare
Its happening. Microsoft cutting 50% of its AI budget was going to have an effect.
> Oracle’s recent fundraising binge has left it with a debt-to-equity ratio of 500%, “dwarfing its cloud computing peers.” Amazon, Microsoft, Meta and Google all have ratios between 7% and 23%, he wrote.
Hey, there’s a bubble.