By Joey Frenette
Publication Date: 2026-01-14 21:10:00
© Sundry Photography / iStock Editorial via Getty Images
Shares of oracle (NYSE:ORCL) have rallied in recent weeks, thanks in part to the TikTok deal as well as easing pessimism about Oracle, its debt load and its OpenAI commitment. In any case, the selling pressure has been exaggerated, and I think the recent rally could gain momentum as investors reacquaint themselves with the key AI infrastructure plays.
Of course, not much has changed in recent weeks regarding Oracle’s heavy debt load or its reliance on OpenAI. Still, I think investors can be very optimistic as Oracle’s shares enter the new year at an incredibly low price. Whatever the case, here are two reasons why Oracle stock may have more fuel left in the tank as it recovers from its sharp 45% peak-to-trough selloff.
Investors may feel better about OpenAI’s solvency
Oracle stock has been acting as a proxy for OpenAI lately. Undoubtedly given the hundreds…
