金主“跑路”！甲骨文百亿项目融资“告吹”引爆AI泡沫恐慌

Group 1 - The core point of the articles highlights the volatility in the tech sector, particularly driven by Oracle's loss of a key supporter for a major data center project, raising concerns about AI-related spending and debt financing [1] - The Nasdaq Composite Index fell by 1.81%, reaching its lowest level since late November, with Oracle's stock dropping by 5.4% after reports that Blue Owl Capital would not fund a $10 billion data center in Michigan [1] - Oracle's stock has declined nearly 46% since its peak in early September, amid growing unease on Wall Street regarding the financing of AI infrastructure through debt [1] Group 2 - In contrast to the negative sentiment, Micron, a key supplier to Nvidia, provided a bullish outlook, projecting approximately $18.7 billion in revenue for the current quarter, significantly above the market expectation of $14.5 billion, leading to a 3.8% increase in its stock price in after-hours trading [2] - The S&P 500 Index fell by 1.2%, but remains close to the record closing high set last week, as the tech sell-off prompted investors to seek safety in defensive sectors, with consumer staples performing well [2] - Energy was the best-performing sector in the S&P 500, rising over 2%, driven by President Trump's plans to impose a "full blockade" on sanctioned oil tankers entering and leaving Venezuela [2]