Is Oracle the first AI bubble to burst?

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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…

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