Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow
Oracle (ORCL) shares dipped after Microsoft (MSFT) reportedly ended an AI computing capacity lease, citing outdated Nvidia chips. This highlights risks for ETFs like SKYY, which holds Oracle, Microsoft, and Amazon (AMZN), and SRVR, focused on data center infrastructure. OpenAI's potential data center capacity adjustments could also impact Oracle's $664B backlog, with the company planning significant capital expenditures.
