24/7 Wall St

Is Oracle a Sinking Ship or a Buying Opportunity?

Oracle (ORCL) stock dropped over 40% from its September peak of $877B valuation. Oracle’s $300B OpenAI contract assumes spending Oracle cannot guarantee. Oracle’s remaining performance obligations hit ...
Yahoo Finance

How Oracle became a ‘poster child’ for AI bubble fears

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...
Seeking Alpha

Oracle: All Eyes On The Balance Sheet

Oracle now plans to spend $50 billion worth of capital in fiscal 2026, which is 2x higher than the previous $25 billion guidance released in June 2025. Assuming operating cash flows of $25 billion in ...
AOL

Oracle stock sinks as reported AI data center snag puts rising debt in focus

Oracle (ORCL) stock fell more than 5% Wednesday after the Financial Times reported that private lender Blue Owl Capital (OWL) will not back a $10 billion deal for its next data center as the software ...
The Motley Fool

Even Though Oracle Fell After Earnings, I'd Still Rather Buy It in December Over Every "Magnificent Seven" Stock (Except One)

Oracle’s results are incredibly impressive. Oracle has a clear runway for future growth. Microsoft has a better risk/reward profile than Oracle. Investors are concerned that Oracle's spending is too ...
New York Post

Oracle stock plunges 12% on AI jitters — shrinking Larry Ellison’s net worth by $34B

Oracle’s stock fell more than 12% on Thursday on growing fears about the software giant’s massive AI spending — shaving more than $30 billion off co-founder Larry Ellison’s fortune. The Texas-based ...
Investopedia

Oracle's Post-Earnings Plunge Is Dragging These Tech Stocks Down With It

Aaron McDade is a breaking news reporter for Investopedia. He is an experienced journalist who has covered everything from the latest in business and tech news to sports and international news like ...
Wall Street Journal

Oracle Can’t Escape OpenAI’s Shadow

After five decades of selling enterprise software, Oracle ORCL-0.36%decrease; red down pointing triangle has amassed a lot of very large customers. But never before has the company’s fate hinged so ...
Reuters

PREVIEW Oracle's OpenAI reliance faces scrutiny as debt-fueled AI buildout raises worries

Oracle's $300 bln OpenAI contract raises revenue exposure concerns Its credit default swaps hit record highs amid heavy borrowing Stock has erased all the gains from a 36% jump in September Dec 9 ...
The Motley Fool

Why Oracle Stock Tumbled 23% in November

Oracle's $300 billion AI infrastructure deal with OpenAI has raised concerns about the company's debt. Oracle will need to borrow heavily to build AI data centers, and OpenAI's ability to pay is an ...
Forbes

Why Is Oracle Stock Dropping?

Oracle stock (NYSE: ORCL) has dropped approximately 30% in a month, wiping out billions in market capitalization and erasing substantial prior gains. This sharp decline aligns with past patterns, ...