By Daniel Foelber, The Motley Fool
Publication Date: 2026-02-12 19:05:00
The narrative around OpenAI has completely flipped, questioning Oracle’s justification for borrowing money to fund artificial intelligence (AI) investments.
Just five months ago oracle (ORCL +0.24%) enjoyed a historic surge that pushed its market capitalization to nearly $1 trillion and briefly made Larry Ellison, the co-founder, chairman and CTO of Oracle, the richest person in the world.
In response to big profits and long-term growth potential Broadcom, Netflixand Oracle, I coined the term “Ten Titans” last August as a way to expand the “The Magnificent Seven” over and beyond Nvidia, alphabet, Apple, Microsoft, Amazon, MetaplatformsAnd Tesla.
But my prediction that Oracle would remain a red-hot stock in 2026 missed the mark, with Oracle stock trading 52% below its all-time high and 19.5% year to date at the time of writing.
Here’s why Oracle is selling out, why Investment thesis is being challenged, and whether Oracle is worth buying on a decline.
Image source: Getty Images.
