Oracle Faces Sell-side Caution Amid AI Cloud Concerns

9 days ago

Carol Master / Bailey Lip Schultz / Emily Grafo

"Let's start with Oracle because that's a big move that we're seeing in that stock. It's down 7% right now, ticker ORC. But the stock did see its biggest intraday drop since January when it was over down about 8% a little bit earlier in the trading day. And it's all on concerns about fulfilling AI cloud demand, which I feel like is a theme that we've been hearing."

The speakers highlight a significant intraday drop in Oracle shares driven by concerns over AI cloud demand execution, suggesting that investor caution is warranted as the market reacts to these issues.

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