Oracle Stock News

If you don't buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it might be time to get just a bit more greedy to start 2026 off on the right track.

Oracle (NYSE:ORCL ) looked set to be the newest addition to the $1 trillion club just a few months back in September, where its valuation topped $877 billion.

Wall Street is losing faith in Oracle's capacity to crank out new server farms for OpenAI, even after the AI giant agreed to spend over $300 billion with the tech firm.

Stocks look like they will rally a little bit at the open on Friday in what will be a shortened holiday trading session.

Oracle's stock has tumbled 30% so far this quarter, headed for its steepest drop since the third quarter of 2001, when it slid almost 34%. Investors have grown skeptical about Oracle's ability to open more server farms for OpenAI.

The Chinese government would like to see companies reach solutions that comply with Chinese laws and regulations and balance the interests of all parties, a commerce ministry spokesperson said on Thursday when asked about the hand-over of TikTok's U.S. operations.

Oracle enjoys exceptional multiyear revenue visibility. The company is targeting gross profit margins of 30% to 40% for its AI data centers.

Investors watched Oracle Corporation NYSE: ORCL surge to a closing price of $198.38 on Dec. 22, marking a gain of over 3% on heavy trading volume. While the broader technology sector has spent the last two years obsessing over which company manufactures the best artificial intelligence (AI) chips, the market is beginning to shift its focus.