ORCL
Oracle dropped 8.8 percent today, and the culprit is a collision between a hot inflation print and a very expensive AI bet. A hotter-than-expected CPI report pushed Treasury yields higher, which sounds like macro noise — until you remember Oracle is spending 29 billion dollars a year on Project Jupiter, its AI data center buildout. When your company is running up debt at that scale, rising rates aren't background noise, they're a direct tax on your plan. One analyst downgraded the stock specifically over cash runway fears. The Microsoft and Marvell cloud security partnership is real, but it does nothing for Oracle's near-term balance sheet. This is a rate-sensitive growth story now. Watch the next inflation print like you own the bonds, because Oracle kind of does.
+3.0% — Oracle Fell Nearly 9% as CoreWeave’s Bond Scare Spread
-8.8% — Stock Market Today, Oct. 14: Oracle Tumbles on Hotter CPI Data Lifting Treasury Yields
+4.2% — Oracle urges FERC to expedite New Mexico gas pipeline for Project Jupiter
-2.8% — Top Stock Reports for Oracle, American Express & Progressive
+4.2% — How much ORCL stock does Oracle founder & CTO Larry Ellison actually own?
-5.5% — Oracle stock falls on more debt to fund AI chip buying, OpenAI revenue disclosure
+1.6% — Hybrid Information Technology (IT) Management Market Global Report 2026 | Capitalize on $114.84 Billion AIOps
+3.1% — How Sustainable Is Oracle’s Cash Flow Without Customer Prepayments?
+3.9% — Why Oracle (ORCL) Stock Is Trading Up Today ▶ we covered it
-1.7% — How to make sense of 7% mortgage rates and Oracle's AI data center disruption
-3.5% — Stock Market Today, Sept. 24: Oracle Stock Dips As it Issues Force Majeure Notice on Project Jupiter Data Cent
-3.1% — 3 Reasons ORCL is Risky and 1 Stock to Buy Instead ▶ we covered it
-2.0% — Why Oracle (ORCL) Stock Is Trading Lower Today
+5.2% — Oracle (ORCL) Could Be 26% Below Fair Value After Project Jupiter Update ▶ we covered it
+2.0% — Why OpenAI’s $1.2 Trillion Valuation Can Lift Oracle, CoreWeave From AI Gloom
-3.1% — Larry Ellison makes $7.5 billion surprise call on Oracle stock
-3.7% — Oracle (ORCL): Oracle Has the Backlog. Wall Street Wants the Cash
-1.7% — Oracle to Spend an Additional $700 Million on More Job Cuts
-5.4% — Oracle earnings: Do concentration risks fall on Oracle or the big AI firms? ▶ we covered it
+2.4% — What investors 'really' need to see from Oracle earnings this week
+3.1% — Jim Cramer Shares a Cautious Take on Oracle (ORCL) and Its Massive AI Buildout
+3.1% — Oracle Is Down 25%. Jefferies Says the Worst May Be Priced In
-5.2% — Oracle (ORCL) Could Be 23% Undervalued On Its Cloud And AI Narrative ▶ we covered it
+2.1% — Citi Says It’s Time to Buy the Dip on Oracle Stock. Here’s Why
+2.8% — Oracle's historic stock rout could be a buying opportunity ▶ we covered it
+1.6% — Oracle Conference: Why Enterprise AI Is Moving Beyond GPUs to Governance and Multicloud
-2.7% — Oracle (ORCL) Declines More Than Market: Some Information for Investors
+3.1% — Oracle Corporation (ORCL) vs. Amazon.com (AMZN): Which AI Infrastructure Giant Is Better Positioned for Long-T
-2.6% — 'Oracle Data Center’s Pipeline Plan Is Rerouted After Rejections; Energy Transfer LP, Which Would Construct An
-2.6% — What's Going On With Oracle Stock Monday? ▶ we covered it
-3.6% — Soros Fund Management Raises Share Stake In Oracle Corp By 29.7% To 738,395 Shares ▶ we covered it
+1.9% — Oracle stock jumps as AWS partnership expands to 22 regions
+5.4% — Quantinuum CEO on Oracle partnership: 'Tip of the iceberg' ▶ we covered it
-3.7% — Oracle Announces New Oracle Fusion Agentic Applications And AI Agents For HR To Help Organizations Accelerate
+2.7% — Is Oracle Still The Software Business You Bought?
+2.5% — Oracle Surges: What's Driving the Sudden Rally
+2.7% — Top Stock Reports for Berkshire Hathaway, Micron & Oracle
+9.2% — Minor Hotels Accelerates Global Digital Transformation with Oracle Cloud
+1.8% — 3 Wall Street Analysts Have Oracle Going to $400: An Alphabet Partnership Just Jump Started That 200% Upside
+8.3% — Oracle Shares Climb as Expanded Google Cloud Alliance Brings Gemini AI to Enterprise Software
-1.9% — Oracle (ORCL) Stock Looks Undervalued On Earnings While Risks Still Weigh
+4.3% — Oracle Stock Is Down 64% in 10 Months. Is This the Best Buying Opportunity in AI -- or a Falling Knife?
-4.2% — Oracle Stock Reverses Lower Despite Pentagon Software Deal
-4.6% — Mizuho sends intriguing Oracle stock message after 38% drop
+4.7% — Oracle stock is still a buy: Analyst outlines his bull case
-4.0% — Moved with the tape — no single reported reason that day. ▶ we covered it
+1.8% — Jim Cramer Says Oracle Is “Going Down” and Avoid Every Liquor Stock. Here’s What He’d Buy Instead
-6.2% — Oracle (ORCL) Suffers a Larger Drop Than the General Market: Key Insights ▶ we covered it
+3.6% — Top Analyst Reports for NVIDIA, Oracle & Analog Device
-6.5% — Oracle Is Now Down 28% in a Month. Will the 52-Week Low of $132 Hold or Fold? ▶ we covered it
-2.5% — Oracle (ORCL) Becomes Critical Third Party Cloud Supplier To UK Finance
+2.7% — Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms
-1.5% — Oracle Cloud Revenue Could Beat Fiscal 2027 Estimates
-1.6% — Oracle Stock Crashed Again, Thanks in Part to OpenAI — Why It’s a Golden Opportunity to Buy
-2.8% — Moved with the tape — no single reported reason that day.
-2.6% — Wall Street Has 36 Buy Ratings on Oracle. Here’s How We See 47% Upside ▶ we covered it
-3.2% — Larry Ellison quietly gave $45 million to a pro-Trump group—then Oracle landed a starring role in a $500 billi
-4.6% — Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock? ▶ we covered it
-5.7% — Moved with the tape — no single reported reason that day.
-5.0% — Moved with the tape — no single reported reason that day. ▶ we covered it
-2.5% — Moved with the tape — no single reported reason that day.
-2.2% — Moved with the tape — no single reported reason that day.
+4.6% — Moved with the tape — no single reported reason that day.
-8.5% — Moved with the tape — no single reported reason that day.
-2.2% — Moved with the tape — no single reported reason that day.
-2.8% — Moved with the tape — no single reported reason that day.
-9.6% — Moved with the tape — no single reported reason that day.
+2.6% — Moved with the tape — no single reported reason that day.
-5.8% — Moved with the tape — no single reported reason that day.
+9.9% — Moved with the tape — no single reported reason that day.
+10.8% — Moved with the tape — no single reported reason that day.
+6.7% — Moved with the tape — no single reported reason that day.
+3.7% — Nvidia Starts Vera CPU Shipments As Oracle Plans Massive 2026 Rollout
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