Despite the recent pullback in artificial intelligence stocks, the Bank of America thinks "the AI trade may still have room to run into 2026."

Shares of Oracle fell sharply on Wednesday after a report raised fresh questions about financing for one of the company’s flagship artificial intelligence infrastructure projects.

Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and personal with one of the most talked-about data centers in the world – Stargate.

Blue Owl Capital's decision to step away from financing an Oracle-backed (NYSE: ORCL) AI data center has become a fresh flashpoint for investors already on edge about the financial architecture behind the AI infrastructure boom.

Oracle tightened its embrace of the Cloud Native Computing Foundation (CNCF), announcing a curated set of open source software plucked from CNCF’s menu of projects. The CNCF projects are part of what Oracle is calling its Linux Cloud Native Environment.