By Carmen Reinicke
Publication Date: 2026-05-01 13:40:00
(Bloomberg) — For Wall Street, Oracle Corp. a direct hit. However, for many investors, owning the stock is a risk because of the company’s relationship with OpenAI, its high debt load, and the durability of its software business.
Most read by Bloomberg
Oracle shares were on a six-day losing streak that saw them lose 14% through Thursday’s close, their worst streak in months. Despite a rally in April, the stock has fallen nearly 50% since its peak in September.
The latest move focuses on OpenAI, which faces questions about its ability to cover the hundreds of billions of dollars it plans to spend on developing artificial intelligence technologies. ChatGPT owner missed its latest revenue and user targets, and Oracle shares fell 4.1% this session, according to a report on Tuesday.
But Wall Street pros argue that the market is unfairly focused on the noise from OpenAI and fails to recognize Oracle’s growth potential…
