On July 7, Oracle fell 3.04% in regular trading, trading at $138.745/share, with turnover of $2.11 billion. The decline reflects persistent market anxiety over the sustainability of Oracle's massive AI infrastructure investment.
Oracle's fiscal 2026 capital expenditure surged 162% to nearly $56 billion, while total debt reached approximately $130 billion as of the end of May. The company plans to raise an additional $40 billion through debt and equity financing. Adding to investor concerns, core customer OpenAI faces financial challenges and may delay its IPO, heightening fears of idle computing assets. Despite 84% of analysts maintaining buy ratings with an average target price implying 82% upside, the stock has now fallen 56% from its all-time high, underscoring a stark divergence between Wall Street consensus and market pricing.
Within the Systems Software sector, Microsoft rose 1.8%, ServiceNow gained 3.06%, while NEBIUS fell 5.36%, Palo Alto Networks declined 2.88%, and CrowdStrike fell 0.94%.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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