By Will Ebiefung
Publication Date: 2026-02-14 17:00:00
The market is concerned that the company’s huge AI spending will not result in meaningful value creation.
With shares trading down nearly 55% from the all-time high of $345.72 at the end of 2025, oracle (ORCL +2.34%) has become the fallen star of the boom generative artificial intelligence (KI) shares. Investors worry that the company’s aggressive investment plans will fail to produce significant returns while burdening its balance sheet with massive debt.
The situation came to a head when the company signed a $300 billion deal with ChatGPT developer OpenAI to help build data centers over the next five years. Let’s examine the long-term implications of this deal to decide whether the decline in Oracle’s stock price is a buying opportunity or a sign to steer clear.
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