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ChristopherAllen
ChristopherAllen
July 3, 2026

Oracle warns in its annual report that if key clients like OpenAI fail to pay or renew contracts, its heavily customized AI data centers face serious asset write-down risks. Despite a 35% stock drop in June and growing Wall Street doubts, Oracle continues aggressive investment to capture AI cloud market share. The 30 billion Stargate deal with OpenAI is a focal point of risk.

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