Oracle
Michael Burry says he’s shorting Oracle and Nebius, two companies that are betting big on the AI boom.The investor of “The Big Short” fame said in a Substack post on Thursday that while researching the fourth part of a series titled “The Heretic’s Guide to AI’s Stars,” he’d shorted the…
Microsoft was recently in talks with Oracle about leasing the company’s cloud infrastructure, but the deal fell through due to security and compliance concerns, according to people familiar with the matter. One of the people said that the deal could have been worth more than $3 billion.The failed talks highlight…
