--- title: "Billionaire David Tepper Dumped 93% of Appaloosa's Stake in Oracle and Piled Into What Might Be Wall Street's Most Important Artificial Intelligence ( AI ) Stock" description: "Appaloosa's billionaire chief has sent Wall Street's hottest AI stock to the chopping block in favor of a company that's critical to AI supply chains." type: "news" locale: "en" url: "https://longbridge.com/en/news/259020946.md" published_at: "2025-09-26T09:07:47.000Z" --- # Billionaire David Tepper Dumped 93% of Appaloosa's Stake in Oracle and Piled Into What Might Be Wall Street's Most Important Artificial Intelligence ( AI ) Stock > Appaloosa's billionaire chief has sent Wall Street's hottest AI stock to the chopping block in favor of a company that's critical to AI supply chains. Appaloosa's billionaire chief has sent Wall Street's hottest AI stock to the chopping block in favor of a company that's critical to AI supply chains. ### Related Stocks - [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 為什麼甲骨文的股票今天大漲 | 數據庫領導者準備迎來反彈 | [Link](https://longbridge.com/en/news/275380219.md) | | 被借怕了!銀行急着給甲骨文 560 億美元債權 “找下家”,險資、私募接盤 | 華爾街銀行額度告急,正急將甲骨文數百億貸款 “包裝” 甩賣,融資成本卻已逼近垃圾債。無視 “大空頭” Burry 狙擊,甲骨文仍擬再融 500 億豪賭重資產。當 AI 野心撞上流動性牆,這場高槓杆遊戲的風險正逼近極限。 | [Link](https://longbridge.com/en/news/274763031.md) | | 【新股 IPO】【認購情況】【不斷更新】人工智能 (AI) 公司海致科技 (2706) 錄得 1509.84 億元孖展,超購逾 1934 倍 | 人工智慧公司海致科技於 2 月 5 日至 10 日進行招股,截至 9 日累計錄得 1509.84 億元孖展認購,超購逾 1934 倍。公司計劃發行 2803 萬股 H 股,招股價介乎 25.6 元至 28 元,集資最多 7.8 億元,預計於 | [Link](https://longbridge.com/en/news/275394225.md) | | RBC 表示,Cloudflare 憑藉其現有平台在人工智能擴展方面處於有利位置 | RBC 表示,Cloudflare 憑藉現有平台在人工智能擴展方面處於良好位置 | [Link](https://longbridge.com/en/news/275642152.md) | | Melius 將甲骨文(ORCL)的評級下調至持有,原因是 AI 貨幣化面臨審查 | Melius 分析師 Ben Reitzes 於 2 月 9 日將甲骨文公司(NYSE:ORCL)的評級從買入下調至持有,維持目標價為 160 美元。此次下調反映了對甲骨文現金生成疲弱和人工智能變現不確定性的擔憂,儘管該公司是分析師正在關注 | [Link](https://longbridge.com/en/news/275451790.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.