By Daniel Sparks, The Motley Fool
Publication Date: 2026-06-13 10:26:00
Investors looking for bargains in cloud computing suddenly have two big bargains to consider. Enterprise software company oracle (NYSE: ORCL) plunged this week after its fiscal fourth quarter report (the period ended May 31, 2026) combined record results with a hefty bill for expanding its artificial intelligence (AI) data center. Salesforce (NYSE: CRM), meanwhile, just hit a 52-week low, with shares down about 37% year to date as of this writing amid concerns that AI could disrupt traditional subscription software.
The two sell-offs have very different causes. A company is penalized for spending too much on AI. The other is punished by the fear that AI will undermine their core product.
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So which derelict stock is…