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.

In my view, Oracle has become an OpenAI sentiment story. Oracle plans to raise $45B–$50B of gross cash proceeds through a balanced mix of debt and equity, with concrete details on both. I see this as ...

Oracle Corp (NYSE: ORCL) strengthened its position in both defense cloud computing and enterprise AI this week, securing a new military contract while expanding its artificial intelligence offerings ...