Investors were so fired up about Oracle's AI guidance that they sent shares soaring as much as 43% that day. The company was briefly more valuable than JPMorgan. Larry Ellison overtook Elon Musk as the world's richest person — for a couple of hours at least.

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending debt-insurance prices soaring.

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.

Shares of nuclear power companies sell off as Wall Street digests negative headlines on Oracle and OpenAI's "Stargate" supercomputer project.

Artificial intelligence has been a significant driver of the stock market over the past three years.