Oracle Corporation (ORCL) has seen a record fall in stock prices due to fears of a potential AI bubble, as its AI costs have surged beyond Wall Street expectations. The increasing AI spending which led to volatility in
Oracle's stocks, is reflective of the company's commitment to its AI-driven cloud transformation. Even though Q2 earnings showed cloud revenue soaring, the impact was significantly offset by the market’s concerns on its AI capital expenditure and soaring debt. While Oracle has been building a capital-intensive
OpenAI data center, its completion has been delayed till 2028, escalating the uncertainty and contributing to current market anxieties. Key investor entities like Benjamin Edwards Inc, Helium Advisors and Bridgeway Capital Management remain bullish by purchasing
Oracle shares amidst the slump. On the other hand, organization such as Banque Transatlantique SA, BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp, Beddow Capital Management and Peapack Gladstone Financial Corp decided to reduce their ownership. Amid diverse opinions, the overall market sentiment towards Oracle remains divided. Some experts consider this market drop as a temporary hurdle and a momentum-building opportunity before the rebound.
Oracle Corp ORCL News Analytics from Mon, 24 Nov 2025 08:00:00 GMT to Sat, 13 Dec 2025 19:35:57 GMT -
Rating -6
- Innovation -4
- Information 5
- Rumor -6
