According to @CNBC, Oracle's Magouyrk said OpenAI can "of course" pay $60 billion per year, highlighting the potential scale of AI infrastructure spending under discussion, source: CNBC. For traders, the remark flags sizable revenue optionality for Oracle Cloud and broader AI infrastructure suppliers, making ORCL and cloud compute peers sensitive to headline-driven order flow, source: CNBC. Crypto markets may experience a sentiment read-through into AI-linked narratives as investors track legacy AI capex headlines, with positioning likely to react to CNBC’s reporting cadence on large AI spend commitments, source: CNBC.

According to @StockMKTNewz, citing Bloomberg, hedge fund manager David Einhorn warned that the extreme scale of AI infrastructure spending makes the numbers hard to justify and carries a reasonable chance of significant capital destruction this cycle, even if the technology proves transformative (Bloomberg via @StockMKTNewz). For traders, these Bloomberg-reported remarks flag valuation and capex-cycle risk across AI-exposed equities and AI-linked crypto narratives, warranting tighter risk management around the AI trade (Bloomberg via @StockMKTNewz).