Total Assets
Rate Of Return$Alphabet(GOOGL.US) Oracle's plunge is due to supply not keeping up, with data center and equipment spending for AI soaring and orders far exceeding expectations, but the speed at which these high investments translate into cloud revenue is slower than investors expected!
This shows that AI is neither oversupplied nor in a bubble. For companies like Google with a complete AI industry chain, ample cash flow, and strong moats, it only highlights their value even more!
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