OpenAI Backlog Shockwave: Are Investors Punishing Oracle, Microsoft And Broadcom Over Altman's Trillion-Dollar Compute Bet? - Broadcom (NASDAQ:AVGO), Microsoft (NASDAQ:MSFT)

Oracle Takes The Biggest HitOracle has been the lightning rod for OpenAI‑related fears, with its shares tumbling roughly 40% from late October highs as concerns mount over debt‑financed AI data centers and heavy exposure to OpenAI workloads.The company has raised tens of billions of dollars to fund capacity and touted its role in training OpenAI models, but what was once seen as a transformative growth engine is now being questioned as potentially unsustainable."Maybe Oracle stock got way ahead of fundament ...