Hyperscaler AI spending could slow down if Oracle shows 'discipline'

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Why This Matters

CNBC's Jim Cramer suggests that if Oracle shows 'discipline' in its AI spending, it could slow down the massive AI spending that has negatively impacted tech stocks.

Market Impact

Market impact analysis based on bearish sentiment with 75% confidence.

Sentiment
Bearish
AI Confidence
75%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

CNBC's Jim Cramer on Tuesday opined on massive AI spending that has hurt tech stocks.

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Original article published by CNBC on December 17, 2025.
Analysis and insights provided by AnalystMarkets AI.