Oracle may be the Lehman Brothers of the AI bubble, warns Stanford's Jeffrey Funk
SumitGup · x · 2026-11-06
Stanford professor Jeffrey Funk amplifies the argument that Oracle could be the Lehman Brothers of the AI bubble — too much debt, revenue growth too slow. He predicts shares would plummet if Oracle goes under, with CoreWeave likely dying even earlier. Concerned commentary rather than hard data.
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