WS #10523

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Broad tech selloff with Nasdaq down 1.91%; Oracle's SEC filing shows 13% headcount reduction and $1.8B restructuring; IBM up 4% on JPMorgan upgrade; Carnival misses Q3 guidance. Blackstone plans to invest $30 billion in Japanese AI data centers, signaling major infrastructure buildout.

Tech Selloff and AI Capex

Broad tech selloff with Nasdaq down 1.91%; Oracle's SEC filing shows 13% headcount reduction and $1.8B restructuring; IBM up 4% on JPMorgan upgrade; Carnival misses Q3 guidance.

Blackstone plans to invest $30 billion in Japanese AI data centers, signaling major infrastructure buildout.

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