By Khadija Saeed
Publication Date: 2025-12-31 22:12:00
NEW YORK, December 31, 2025, 4:48 ET – After-hours
- Oracle shares fell about 1% in the final session of the year, tracking a weaker trajectory for the technology sector.
- A recent SEC Form 4 shows that an Oracle executive sold 15,000 shares in late December.
- Investors are looking ahead to 2026, focusing on Oracle’s spending on AI data centers and the interest rate outlook.
Shares of Oracle Corp fell 1.2% to $194.91 shortly after the close on Wednesday, as trading eased over the Lunar New Year holiday.
The move is significant now as Oracle has become an indicator of investor appetite for big spending on cloud infrastructure related to artificial intelligence. As the calendar turns, portfolio managers are rebalancing their exposure and assessing cash needs across the AI supply chain.
At Oracle, the debate has centered on how quickly cloud demand is turning into profit as the company ramps up spending on data centers – large, long-lived projects that can drain free cash flow before generating revenue. Interest rate expectations for 2026…