News
Oracle (ORCL) stock has tumbled to near its 52-week low. Historical data shows an average 18% pullback in past market shocks, even as the company lands massive AI infrastructure contracts.
Deep Dive
With $638 billion in AI orders but the stock cut in half: Cramer says cheap, market says expensive, Oracle's debt vs. growth tug-of-war.
News
Piper Sandler defends Oracle (ORCL) ahead of earnings, arguing the market is overreacting to its massive capex. The firm points to roughly $22 billion in AI infrastructure contracts that provide strong revenue visibility.