Why Oracle Stock Is Falling Again | The colorful fool

Why Oracle Stock Is Falling Again | The colorful fool

By Johnny Rice
Publication Date: 2025-12-17 19:31:00

An important financing partner has just left the table.

Shares of oracle (ORCL 5.40%) are down 5.1% as of 2:31 p.m. ET today. The drop comes as S&P 500 And Nasdaq Composite lost 1% and 1.5% respectively.

Oracle reportedly failed to secure funding from Blue Owl Capital for the financing Construction of a new data centerextending a multi-day selloff following last week’s results.

Blue Owl walks away from $10 billion data center deal

Oracle will now have to look elsewhere to find the $10 billion it needs to finance construction of a new data center in Michigan. Blue Owl has previously been a key partner in funding Oracle’s artificial intelligence (AI) ambitions, making the missed deal all the more worrisome for investors as it reinforces the narrative that Oracle is a credit risk.

Image source: Getty Images.

Oracle’s bonds are trading like junk

Oracle may have a hard time securing funding from others – at least on favorable terms – now that Blue Owl has backed away from it…