:max_bytes(150000):strip_icc()/GettyImages-21945850611-af95a9f40eaa4124a0cb97300f282e26.jpg?w=1024&resize=1024,1024&ssl=1 "What’s wrong with Oracle? The share price has fallen more than 40% in two months.")
By Learn about our
Publication Date: 2025-11-21 12:00:00
Key insights
- Oracle shares have fallen sharply since hitting an all-time high in September as the company has become the poster child for investors’ growing concerns about the formation of an AI bubble.
- The company is enmeshed in the web of deals that connect different parts of the AI complex, meaning others could feel its pain.
The large-scale use of artificial intelligence is proving to be a double-edged sword.
Oracle shares (ORCL), the nearly 50-year-old software company-turned-AI company, gathered angrily Over the summer, investor enthusiasm for what could be the next transformative technology grew. Lately, the company’s stock has given back much of those gains, falling more than 40% from its all-time high in September, more than other related companies, including Meta Platforms (META), Palantir Technologies (PLTR) and Advanced Micro Devices (AMD), whose stocks fell at least 20% from their respective highs. Now investors are looking at Oracle as a poster child for AI-related…