AI earnings shock from Oracle weighs on crypto and tech-linked risk assets

Oracle’s 12–15% stock plunge on surging AI-related capex and a revenue miss revived ‘AI bubble’ concerns, knocking Nasdaq futures and spilling over into Bitcoin and crypto miners, which fell alongside other high-beta plays (Bloomberg, Yahoo Finance, Investing.com). The episode highlights how tightly crypto is currently trading with the broader AI and tech risk complex.