AMD + OpenAI
Markets, Distilled - #59
Welcome to the 59th edition of Markets, Distilled — your edge on where capital’s flowing across the exponential age.
1. Market Overview:
A. Oracle’s Thin Margins:
ORCL fell –5.7% after weak gross margins and heavy GPU rental losses.
The miss re-ignited doubts about AI profitability, triggering a broad pullback across AI equities.
Source: Yahoo Finance
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