By Josh Enomoto
Publication Date: 2026-01-26 21:04:00
Oracle Corp (NYSE:ORCL) hasn’t exactly gotten off to a great start to the new year, even though ORCL stock is one of the hottest stocks on the market today. Since the beginning of January, the business software giant has seen a decline of about 5%. Despite some huge performance improvements over the last year, ongoing concerns regarding An imploding artificial intelligence bubble has dampened spirits. For opponents, however, such fears could represent a missed opportunity.
At the moment the market obviously doesn’t see it that way. Although Oracle had previously reported exceptional backlogs reiterated its role as an important AI enablerthe wheels really started coming off around October. That was the time Fears of AI bubbles gained momentum. Essentially, the thesis was that the low-hanging fruit of the broader machine learning ecosystem had already been picked. In the future, companies will generally have to justify their increasing expenses.
With so much being put into AI –…