Oracle se desploma 7% tras anunciar objetivos de crecimiento en IA que los inversores consideran irreales

Oracle se hunde en bolsa tras presentar ambiciosas metas de inteligencia artificial que dejaron a los inversores escépticos

El gigante tecnológico enfrenta el escepticismo del mercado tras revelar sus planes de expansión en IA

Los analistas cuestionan la viabilidad de los objetivos mientras las acciones caen en picado

Wall Street muestra su descontento con una venta masiva que refleja la desconexión entre las promesas corporativas y la realidad del mercado - porque en finanzas, a veces los sueños cuestan caro

Traders buy the dip on banks as Oracle faces tough questions

While Oracle bled out, the rest of the market rebounded from Thursday’s banking mess. The Dow climbed 0.8%, and both the S&P 500 and Nasdaq Composite gained 0.7%.

According to CNBC, the broader rally got a push from Treasury Secretary Scott Bessent, who said he’d speak with his Chinese counterpart Friday night.

Meanwhile, President Donald Trump, speaking from the White House, confirmed a meeting with President Xi Jinping was still on track for later this month, as Cryptopolitan reported. That helped take the edge off fears over 100% tariffs that were supposed to hit Chinese goods on November 1.

The rebound came just a day after the Dow tanked 300 points, with the S&P 500 down 0.6% thanks to a brutal banking sell-off. The SPDR S&P Regional Banking ETF (KRE) lost over 6%, continuing a four-week losing streak triggered by fresh stress in regional lenders.

Tricolor and First Brands, two auto-linked companies, recently filed for bankruptcy, raising new fears about loan exposure. By Friday, KRE had bounced back 1.5%, though still off 2% for the week.

Oracle’s AI ambition rattles confidence despite big numbers

Despite the crash, Oracle remains neck-deep in the AI infrastructure boom. The company announced a five-year, $300 billion deal with OpenAI to supply AI chips and cloud compute.

After its September earnings report, Cryptopolitan reported that ORCL rallied hard in what became its best trading day since 1992, driven by news of $455 billion in remaining performance obligations, up 359% year-over-year. On Thursday, execs also said AI-related margins would sit between 30% and 40%, higher than most expected.

But skepticism quickly caught up. Karl Keirstead, analyst at UBS, raised his price target to $380 from $360, arguing the stock’s current price, $291.37, doesn’t reflect the full AI upside. But Karl also warned about over-reliance on OpenAI, and flagged “go-live bottlenecks” as a real threat if Oracle pushes expansion too aggressively.

Still, Clay Magouyrk, one of Oracle’s newly appointed co-CEOs, pushed back hard against the idea that OpenAI is the company’s only AI partner.

“None of those customers are OpenAI,” Clay said, referencing seven new contracts signed this quarter across four different clients. “I know some people are questioning sometimes, ‘Hey, is it just OpenAI?’ The reality is, we think OpenAI is a great customer, but we have many customers.”

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