US EditionOracle Stock Is Trending Thursday: What's Going On? - Oracle (NYSE:ORCL)
Oracle unveiled a generative AI Life Sciences platform integrating millions of de-identified health records despite shares dropping over 4% amid broader tech stock declines.
- On Thursday, Oracle Corp shares fell amid a broader software sell-off despite unveiling the Oracle Life Sciences AI Data Platform integrating millions of de-identified electronic health records.
- After cloud earnings from Microsoft, ServiceNow and SAP, a sell-off hit enterprise-software stocks amid cloud demand and return-on-investment concerns, with Microsoft reporting strong growth but $37.5 billion capex raising caution.
- Research firm TD Cowen said US banks pulled back from lending as Oracle's remaining performance obligation jumped 438% to $523 billion amid its five-year $300 billion OpenAI deal.
- Shares plunged as much as 6.5% Thursday morning, with Oracle shares about 13% below its 20-day simple moving average and 31.2% below its 100-day SMA; analysts including Morgan Stanley and RBC Capital have cut price targets.
- With the stock down 47% from its peak, analysts see 72% upside while TD Cowen suggests cutting 20,000–30,000 jobs or selling Cerner to address challenges with market capitalization below $470 billion.
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11 Articles
Is Oracle Still Worth Chasing, or Is the Stock Set to Plunge More?
Quick Read Oracle (ORCL) raised fiscal 2026 capex guidance to $50B from $35B. Oracle’s stock has nearly halved despite aggressive AI infrastructure buildout. Oracle’s total debt and lease obligations reached roughly $380B. Total future lease obligations hit $248B. OpenAI’s $300B contract represents most of Oracle’s $523B backlog. HSBC calculated OpenAI faces a $207B funding shortfall by 2030. Are you ahead, or behind on retirement? SmartAsse…
Oracle Stock Is Trending Thursday: What's Going On? - Oracle (NYSE:ORCL)
Oracle Corp (NASDAQ:ORCL) shares are falling Thursday due to a broader technology stock sell-off despite the company unveiling a new AI-driven analytics platform in the Life Sciences sector. Oracle stock is showing notable weakness. Why are ORCL shares down? Life Science Sector To Produce AI Applications Oracle on Thursday announced Oracle Life Sciences AI Data Platform, a generative AI-enabled solution designed to empower pharmaceutical, medic…
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