Oracle's earnings bomb added fuel to the already inflated AI bubble

The entire U.S. tech sector was dragged down by Oracle today. The company reported its Q2 FY26 results, with both revenue and cloud business income falling short of expectations. Quarterly free cash flow was negative $10 billion, and annual capital expenditures will be $15 billion higher than previously expected.

After the earnings release, not only did Oracle itself crash, but it dragged down the entire tech sector.

As I said before, these tech companies are all interconnected through cross-investments - like stepping on each other's toes. If one stumbles, it could affect others, especially with the ongoing AI bubble concerns. Oracle really poured gasoline on the fire today.

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