Oracle shares slide after insider sale filing as OpenAI-related spending remains in focus

Oracle shares slide after insider sale filing as OpenAI-related spending remains in focus

By Khadija Saeed
Publication Date: 2025-12-29 15:20:00

NEW YORK, December 29, 2025, 9:56 a.m. ET – Regular Session

  • Oracle shares fell in early trading as an official filed a notice to sell 15,000 shares.
  • Investors continue to focus on the cost of the company’s AI expansion and how it will be financed.
  • Traders will be watching U.S. data later on Monday and Fed minutes on Tuesday for clues on interest rates.

Oracle shares fell 0.4% to $197.27 in early trading on Monday after a company executive announced a planned stock sale, with investors still concerned about the costs of the software maker’s push to expand AI-related cloud capacity.

The filing is important because Oracle has become a touchstone for a broader market question: How much debt and spending can big tech companies absorb as demand for AI computing increases, particularly toward the end of the year when liquidity declines and moves can become exaggerated? Benzinga

This scrutiny has been most acute over Oracle’s ties to privately held OpenAI, where investors lack the same transparency about funding and cash usage that they get with public companies…