The broader AI trade is back in the hot seat because of Oracle. It shouldn't be. Oracle shares were getting crushed on Thursday following a quarterly sales miss, a disappointing guide, and a spending outlook increase. The magnitude of the stock decline was compounded by what management did not address on Wednesday evening's conference call, concerning OpenAI's ability to make good on its massive commitments to buy AI computing power from Oracle. The combination of that omission, as well as the reported results and forecasts, has put pressure back on AI-related stocks. While the Investing Club does not own Oracle, its importance to the AI ecosystem demands our attention. Much of Oracle's future revenue depends on whether OpenAI can actually grow its business fast enough to execute the $300

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