Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big Short' Legend Says
Steve Eisman says the health of OpenAI and Anthropic is the catalyst to watch for an AI selloff, with Oracle's $638 billion backlog in the crosshairs.
Some investors worry that problems at AI companies like OpenAI and Anthropic could make people want to sell big tech stocks. This is a warning to watch these AI companies closely, because they matter a lot to companies like Microsoft and Oracle.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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