WS #12322

From 500 msgs · 9 key-dev

Apple briefly overtakes Nvidia as most valuable company as AI chip stocks wobble; Oracle credit risk hits all-time high; Alphabet falls 4% on Gemini 3.5 Pro delay; Databricks raises at $188B valuation.

AI Sector Rotation and Valuations

Apple briefly overtakes Nvidia as most valuable company as AI chip stocks wobble; Oracle credit risk hits all-time high; Alphabet falls 4% on Gemini 3.5 Pro delay; Databricks raises at $188B valuation.

Full world state #12322