Oracle

ORCL

Market cap $550B

Oracle was sued on Wednesday by bondholders ​who say they suffered losses because the company ‌chaired by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to build out its artificial intelligence infrastructure.

CNBC's Seema Mody looks at the sharp selloff in software names like Salesforce and Adobe as competing products hit the market, raising concerns around competition.

Oracle was sued on Wednesday by bondholders who say they suffered losses because the company led by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to build out its artificial intelligence infrastructure.

I am reiterating a Buy rating on Oracle Corporation despite recent revenue misses and negative free cash flow driven by aggressive, debt-fueled capex. Oracle's $523B+ backlog, heavily reliant on OpenAI (60%), presents execution and timing risks, but Meta's Meta Compute is proof that the AI-arms race is not slowing down. This should help bolster investor confidence in ORCL's backlog that is being heavily discounted at the moment, along with potential cloud computing deals with Meta that may occur in 2026.

Oracle (ORCL) reached $202.29 at the closing of the latest trading day, reflecting a -1.17% change compared to its last close.

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Oracle stock (NYSE: ORCL) has decreased by 11% over the past six months, whereas the broader S&P 500 index has increased by 11%. What contributes to this underperformance?

Mar Vista's U.S. Quality strategy returned +0.20% net-of-fees in Q4 2025. The Russell 1000 Index and the S&P 500 Index returned +2.41% and +2.65%, respectively. Alphabet, Johnson & Johnson and Danaher Corp. were among the portfolio's top contributors for the quarter.

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.