Oracle shares are down 24% so far in 2026 on fears of an AI bubble. Can it still come out on top?

Shares of oracle (NYSE:ORCL) are down over 24% so far in 2026 as investors become increasingly concerned about the company’s aggressiveness artificial intelligence (AI) investments.

oracle The expansion of AI infrastructure will be supported by plans to raise up to $50 billion in debt and equity. This has raised fears about a dramatic increase in the company’s debt and the possibility of negative free cash flow in the next few years. Investors are also concerned about whether the company can execute on these investments at scale and convert them into sustained, high-yield cash flows.

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Oracle ended the third quarter of fiscal 2026 (ended February 28) with remaining performance obligations (RPO, a measure of contracted backlog) of nearly $553…