In the final few weeks of 2025, there are a number of signals that the AI trade is losing some steam. Investors are shedding some confidence that companies like Oracle ( ORCL ) will be able to deliver profitably on theirWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking ...