Gary Marcus points to CoreWeave -58%, Oracle -32% as signs of a bursting AI bubble
GaryMarcus · x · 2026-11-03
Gary Marcus shared stock charts captioned "Don't tell me this doesn't look like a bursting bubble": CoreWeave (CRWV) is down 57.88% over six months to $52.83 with a $29.14B market cap, and Oracle (ORCL) is down 31.55% to $123.42. The chart also notes CoreWeave's earnings report on November 10. Another data point in the recent AI infrastructure stock selloff, consistent with Marcus's long-standing bubble thesis.
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