美股异动丨甲骨文季绩重燃市场对AI泡沫的担忧，科技股集体走低

Core Viewpoint - Oracle's stock plummeted nearly 15% post-earnings report, negatively impacting other tech and semiconductor stocks, raising concerns about the expensive valuations of AI tech stocks due to increased capital expenditure targets [1] Group 1: Company Impact - Oracle's management raised its capital expenditure target for fiscal year 2026 by $15 billion to $50 billion, which is 75% of the expected annual revenue [1] - The decline in Oracle's stock price led to a drop in other tech stocks, with Supermicro, AMD, and Arm falling over 4%, and Broadcom, NVIDIA, Intel, Micron Technology, and TSMC dropping over 2% [1] Group 2: Market Reaction - The market's reaction indicates a renewed concern regarding the high valuations of AI technology stocks, influenced by Oracle's significant increase in capital spending [1]