ORCL - Oracle Corporation

Oracle is a hyperscaler spending aggressively on AI, positioned for growth in cloud and AI infrastructure.

Down 50%, getting a bounce. Sentiment so negative that a snapback is likely. Technical support holding.

Bad rejection off resistance at $132, continued lower, breakdown under $127 could trigger further downside.

Oracle is building massive capacity for OpenAI; if OpenAI can't pay, Oracle stock and Larry Ellison's margin loans are at risk. Ed Zitron states Oracle stock will be in jeopardy.

Oracle is among the top borrowers for AI. The bond market is turning against AI debt, and Oracle's exposure is high.

Software stock got hit hard, down 6.5%; if it breaks below $131, expect more downtrend.

Oversold, strong technical support, expecting a relief rally.

Host finds Oracle too diversified and not good enough in cloud, but has nothing against it. Not compelling to rush into.

Steven believes Oracle is at an inflection point and will benefit from AI infrastructure spending. He bought more.

Burry is short Oracle due to massive debt for AI data centers, questioning the necessity and citing potential accounting issues that overstate earnings.