The OpenAI deal fallout exposes the fundamental danger of being the most leveraged player in a market where the chip cycle moves faster than the concrete dries.

Barclays cuts Oracle (ORCL) price target ahead of Q3 FY2026 earnings, citing AI revenue upside but margin/EPS headwinds.

Oracle’s stock has been pressured over concerns about whether its AI spending will yield the necessary returns.

Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where ...