Stock Track | Oracle Plummets 5.01% Intraday Amid Cloud Profitability Concerns and Sector Sell-Off

Stock Track05-19

Oracle's stock declined sharply during intraday trading, falling 5.01% as the cloud computing sector faced broad selling pressure. The movement reflects growing investor concerns about the company's cloud business fundamentals and profitability outlook.

The sell-off was triggered by multiple factors including Oracle's significant losses on NVIDIA Blackwell architecture chip leases, with nearly $100 million in losses recorded in the prior fiscal quarter alone. Cloud service profit margins came in well below Wall Street expectations, while FY2026 Q2 earnings showed cloud service revenue growth of 22% year-over-year, missing the 25% consensus estimate. Additionally, AI-related cloud service revenue growth decelerated sharply from 38% to 27% quarter-over-quarter.

The decline was further exacerbated by customer concentration risks as orders remained heavily skewed toward major AI clients like OpenAI, and by prominent investor Leopold Aschenbrenner taking bearish positions against Oracle through put options. The cloud computing sector experienced a broad rout with multiple providers facing similar declines during the session.

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