Oracle's stock skyrocketed then took a nosedive. Financial experts warned that companies who bet big on OpenAI like Oracle and Coreweave to pump their stock would go down the drain, and down the drain they went (so far: -65% for Coreweave and nearly -50% of Oracle compared to their OpenAI-hype all-time highs).
Markets seems to be in a: "Show me the OpenAI money" mood at the moment.
And even financial commentators who don't necessarily know a thing about AI can realize that Gemini 3 Pro and now Gemini 3 Flash are giving ChatGPT a run for its money.
Oracle and Microsoft have other source of revenues but for those really drinking the OpenAI koolaid, including OpenAI itself, I sure as heck don't know what the future holds.
My safe bet however is that Google ain't going anywhere and shall keep progressing on the AI front at an insane pace.
Financial experts [0] and analysts are pretty much useless. Empirically their predictions are slightly worse than chance.
[0] At least the guys who publish where you or me can read them.