Is Oracle The First AI Bubble To Burst?

By Sam Quirke, MarketBeat
Publication Date: 2026-03-28 11:32:00

Oracle Cloud logo on red digital network background symbolizes AI-driven technology volatility and stock selloff in the cloud computing sector.

Oracle shares are down 60% from last year’s highs, raising new questions about whether the AI hype cycle is already winding down.
But despite the selloff, recent results and analyst commentary suggest the underlying performance may be more resilient than the market is pricing in.
With sentiment deeply negative and expectations nearing rock bottom, the situation is looking increasingly attractive than it has been in months.
Interested in Oracle Corporation? Here are five stocks we like better.

Tech giant Oracle Corporation (NYSE:ORCL) has gone from being one of the biggest beneficiaries of the artificial intelligence (AI) rally to one of its most notable victims.

After rising above $345 last September as the AI boom grew, the stock has since fallen to just over $140 after…