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Oracle Stock Slides on AI Data Center Funding Questions: ORCL News, Analyst Forecasts and What Investors Are Watching (December 18, 2025)

Oracle Stock Slides on AI Data Center Funding Questions: ORCL News, Analyst Forecasts and What Investors Are Watching (December 18, 2025)

By Shan Ahmed Khan
Publication Date: 2025-12-18 10:18:00

Oracle Corporation (NYSE: ORCL) shares traded lower on December 18, 2025 after new headlines reignited a debate that has dogged the stock for weeks: Will Oracle’s AI cloud boom become a stress test for infrastructure and financing? As of 09:45 UTC on Thursday, Oracle shares were at approx $178.46approximately below 5.4% at the meeting.

The move came after a key financing partner reportedly backed out of funding a massive new AI data center campus in Michigan tied to OpenAI — while Oracle and the project’s developer disputed the characterization and said construction remains on track. [1]

Below, learn what happened, why the market cares, and what today’s news means for Oracle’s 2026 stock predictions.

What moved Oracle shares today?

The catalyst is a suggestion 10 billion dollars, ~1 gigawatt Data center project in Saline Township, Michiganis intended to support OpenAI workloads and Oracle’s broader AI cloud extension. This was reported by Reuters Blue Owl Capitaldescribed as the…

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