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News  ›  Investing.com

Oracle Stock Plunge Doesn’t Signal an AI Bubble Pop Yet

Investing.com Logo Investing.com By Timothy Fries
Oracle Stock Plunge Doesn’t Signal an AI Bubble Pop Yet

Oracle's stock dropped after Q2 earnings, but the company's strong cloud infrastructure growth, massive remaining performance obligations, and political connections suggest the decline is not indicative of an AI bubble burst.

Insights
ORCL   positive

Despite stock drop, Oracle showed 438% year-over-year RPO growth, increased net income from 22% to 38%, and strong cloud infrastructure performance, indicating robust future potential