Morgan Stanley has raised concerns over the debt risk surge of Oracle Corporation, despite asserting the company's long-term AI potential. Discussions around a $38B loan to fund data centres are in progress as unusual put options activity highlights the value of ORCL stock. Other reports detail DA Davidson's significant PT cut to $200 after revealing a single, substantial customer, OpenAI, was a key driver of RPO increase. Discussions on Wall Street were mixed as Oracle stock sank amid heavy debt and AI investment uncertainty. Strong opinions on Oracle's AI growth and debt concerns are influencing investment decisions. With Oracle's cloud infrastructure playing a vital role in the AI landscape, Victoria Greene and other investment analysts continue to back the tech giant even as stock prices fell. There are concerns about Oracle's relationship with OpenAI and its impact on the market. Finally, Oracle's shares have seen continual purchasing by various investment and wealth management firms, reflective of the opinion that the current dip is an opportunity.
Oracle Corp ORCL News Analytics from Sat, 30 Aug 2025 07:00:00 GMT to Sat, 29 Nov 2025 17:04:17 GMT -
Rating -5
- Innovation 0
- Information 0
- Rumor -3
