AI Summary
Oracle's stock has plummeted 65% from its peak as investors increasingly worry about the company's escalating capital expenditure, growing debt levels, and execution challenges despite strong cloud revenue. The market is demanding concrete evidence that Oracle's substantial AI investments will translate into profitable returns rather than taking the company's growth prospects on faith.
Oracle shares have dropped about 65% from their peak as investors shift focus from AI-driven cloud growth to rising capital expenditure, debt and execution risks. Despite strong OCI revenue and a massive backlog, markets seek proof that AI investments can generate sustainable returns.