Oracle stock plummets 14%, wiping off $105 billion in market value

2025-12-11 19:20:09

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Source: CryptoBriefing Original Title: Oracle stock plummets 14%, wiping off $105 billion in market value Original Link: https://cryptobriefing.com/oracle-stock-decline-market-loss/

Key Takeaways

Oracle lost $105B in market value after forecasting a $15B increase in 2026 capex.
Much of the spending is tied to supporting major AI cloud computing needs.

Oracle shares fell 14% on Thursday, dropping from $225 to $194 and wiping out $105 billion in market value after the company sharply raised its capital expenditure outlook.

The company now expects fiscal 2026 capex to be $15 billion higher than it projected in September, with much of the increase tied to infrastructure spending supporting major AI platforms’ cloud-computing demands.

The update spooked investors, raising questions about the near-term payoff of large-scale AI investments.

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PhantomHunter

· 16h ago

Wow, Oracle is shooting itself in the foot by announcing the capex budget, which instantly evaporated 105 billion... How ridiculous is that?

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LongTermDreamer

· 16h ago

Ha, Oracle's move this time is really outrageous, spending 15B to bet on a future, only to lose 105B in return. That’s what you call "investment." Over three years, this decline isn’t even that big; the cyclical theory of history is right here, and big tech stocks have gone through this before. Honestly, the bloodbath this year will be the joke of next year, so we should keep accumulating what we’re holding. --- Even at this point, still daring to increase capex? Either you're brave or you really believe in something. --- Wait, this 104B evaporated pretty quickly... But speaking of the three-year cycle, this is nothing. I’ve seen through it long ago. --- 105B gone, but this story of capital expenditure is quite a big deal. To me, it just means: trust me, I’ll turn around in three years. --- Laughable, a 14% drop and it collapses? Long-term investors over a three-year cycle aren’t afraid; in fact, this is the best time to get in. --- A single capex commitment directly wiped out 105B in market value... Let's do the ROI math, oh well, let’s see after three years.

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TooScaredToSell

· 16h ago

Damn, I really didn't expect Oracle to lose this much, $105B just gone like that? --- The big companies' money-burning tactics are still the same. When the prospects look good, the stock drops the most. --- Wait, predicting increased spending and then the stock price plummets? That logic is a bit absurd. --- $105B evaporated, and that's why I was too scared to sell... the more it drops, the more I lose. --- Oracle's move has completely confused me. When will it rebound, in the Year of the Monkey?

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GasGrillMaster

· 16h ago

Big companies are investing 105B just to show they'll spend 15B more next year? Where does this logic come from...

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