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Fresh concerns about data-center funding weighed down Oracle’s stock on Wednesday, but the selloff is looking overdone to some on Wall Street. Christine Ji is a reporter covering Big Tech.
Oracle shares fell 45% from their peak despite finishing 2025 up 17%. Growing concern centers on Oracle’s debt levels and heavy reliance on OpenAI as a single client. It might be overdone in 2026.
Neither the author, Tim Fries, nor this website, The Tokenist, provide financial advice. Please consult our website policy prior to making financial decisions. BlackRock’s iShares Future AI & Tech ETF ...
Oracle was on a wild roller-coaster ride in 2025. As the closest correlated stock to OpenAI, it's at the center of the artificial intelligence (AI) story. The company ...
Oracle is betting big on AI infrastructure. A massive deal with OpenAI could pay off over the next few years, but a lot has to go right. If the AI industry overbuilds AI data centers, Oracle will be ...
Oracle is executing a bold cloud and AI pivot, with 2025 revenue up 8% to $57.4B and cloud revenue surging 20–50%. ORCL’s $97B backlog and multi-year OpenAI deal signal strong demand, but the ...