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Oracle down 11% after hours
Posted on 12/10/25 at 8:29 pm
Posted on 12/10/25 at 8:29 pm
Is the AI bubble popping?
4
Posted on 12/10/25 at 8:31 pm to saintforlife1
Oracle was never in the game.
Posted on 12/10/25 at 8:55 pm to j1897
Oracle's earnings report came in less than analyst wanted. they doubled YOY earnings, but those pesky projections. Still easing down.
Posted on 12/10/25 at 9:01 pm to Hangit
quote:
Oracle's earnings report came in less than analyst wanted. they doubled YOY earnings, but those pesky projections. Still easing down.
The debt is the main concern, increased their spending another 15 billion
Posted on 12/10/25 at 9:20 pm to saintforlife1
Michigan fired their coach so they’ll have to pony up again
Posted on 12/10/25 at 9:36 pm to saintforlife1
There’s nothing extreme in their earnings report. No reason for “the AI bubble” to pop. But they’re throwing the market down hard in overnight hours anyway
Posted on 12/11/25 at 12:23 am to saintforlife1
It won’t pop till the rest of the big hyper scalers start debt financing.
Only reason Oracle is getting smoked is due to financing their capex with debt. When the others have to follow suit it’s over.
Only reason Oracle is getting smoked is due to financing their capex with debt. When the others have to follow suit it’s over.
This post was edited on 12/11/25 at 12:24 am
Posted on 12/11/25 at 10:57 am to JoeyP239
From $321 on Sept 10 to $191 today. Am I reading that right?
Ouch.
Ouch.
Posted on 12/11/25 at 5:09 pm to McLemore
At what price do we buy?
Posted on 12/11/25 at 6:23 pm to 632627
Still up 12% for 6 months
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