Marcus says the AI trade is under stress as CRWV and ORCL slide sharply
GaryMarcus · x · 2026-07-25
Gary Marcus argues that nobody can pinpoint the exact end of a bubble, but the market is already flashing warning signs: $CRWV and $ORCL have both fallen by about a third, while Oracle is down nearly two-thirds from its September peak and CoreWeave is off more than 50% from its 12-month high.
His conclusion is that the AI trade is clearly under stress, even if the exact top is impossible to date.
Related event: Gary Marcus Warns of AI Stock Bubble as CoreWeave and Oracle Plunge(3 posts)→
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