AI

Oracle's AI Margin Warning Casts Shadow on Semiconductor Stocks, Amkor Technology Navigates Mixed Signals

Semiconductors

Oracle's AI Margin Warning Casts Shadow on Semiconductor Stocks, Amkor Technology Navigates Mixed Signals

October 7, 2025 – A significant tremor rippled through the technology sector today as Oracle (NYSE: ORCL) issued a stark warning regarding the "razor-thin" profit margins of its burgeoning artificial intelligence (AI) cloud server business. The revelation, which highlighted the high costs associated with providing AI infrastructure, immediately triggered

By MarketMinute