Oracle

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