Updated: November 7, 2025
Oracle (NYSE: ORCL) shares were lower in midday trading on Friday after fresh headlines tied a high‑profile cyber breach to Oracle software, partially offsetting a same‑day announcement of a new oncology data and AI collaboration. As of early afternoon, ORCL was trading around the mid‑$230s, down roughly 3% from Thursday’s close, with an intraday range in the low‑$230s to high‑$230s. Reuters’ live quote page showed shares recently at $236.21 (-3.11%), versus a prior close of $243.80 and an intraday range of $232.36–$239.42. [1]
What moved Oracle stock today
Cyber breach headlines: The Washington Post said it was among the victims of a sweeping cyberattack linked to Oracle’s E‑Business Suite applications. Reuters reported the ransomware group CL0P listed the paper on its site; Oracle pointed to its previously issued security blog advisories. Google had earlier estimated that more than 100 organizations were likely affected in the broader campaign. The renewed focus on the incident weighed on sentiment across the enterprise‑software complex and added headline risk for Oracle shares. [2]
Health/AI announcement: In a same‑day press release, Oracle Health & Life Sciences and the Cancer Center Informatics Society (Ci4CC) announced a non‑binding collaboration aimed at accelerating oncology innovation. The initiative calls for integrating clinical and genomic data to support personalized medicine, building AI‑driven clinical‑trial approaches, and designing an EHR optimized for cancer care across Ci4CC’s national network of cancer centers. [3]
Today’s notable Oracle headlines (Nov 7, 2025)
- Washington Post says it is among victims of cyber breach tied to Oracle software. [4]
- Oracle and Ci4CC partner to accelerate oncology innovation (non‑binding collaboration). [5]
The bigger picture: from September’s surge to November’s reset
Oracle has been one of 2025’s most closely watched AI infrastructure stories. On September 10, shares spiked to a record high (intra‑day $345.69) on the back of multi‑billion‑dollar AI cloud contracts, including a massive, multi‑year computing pact with OpenAI, before cooling in subsequent weeks. [6]
As investors scrutinized how quickly those colossal bookings can translate into revenue and cash flow—and what it will cost to build out the required power‑hungry capacity—commentary grew more cautious. Coverage in Barron’s noted the stock has since given back a chunk of its post‑September gains as markets reassessed the near‑term economics of AI infrastructure build‑outs. [7]
Credit analysts have also flagged concentration and financing risks tied to Oracle’s very large AI contracts. In September, Moody’s Ratings highlighted “counterparty” and leverage risks stemming from the dependence on a limited number of AI partners and the capital intensity of the build‑out; while no ratings action followed, it added a note of caution to the narrative. [8]
Leadership remains part of the 2025 story, too: last month Oracle named Clay Magouyrk and Mike Sicilia as co‑CEOs, with Safra Catz moving to executive vice chair of the board—changes that keep the spotlight on Oracle Cloud Infrastructure and its industry applications strategy. [9]
By the numbers (as of mid‑session)
- Price: $236.21 (approx.) | Change: –3.11% vs. prior close $243.80
- Day range: $232.36 – $239.42 | 52‑week range: $119.01 – $345.69
Figures per Reuters’ ORCL quote page (values delayed up to 15 minutes). [10]
What to watch next
1) Cybersecurity follow‑through. Investors will look for any additional Oracle advisories, patches, or client‑impact disclosures related to the E‑Business Suite campaign. Google’s estimate that 100+ organizations may be affected underscores the potential for continuing headlines. [11]
2) Near‑term catalysts.
- Annual Meeting: Oracle’s 2025 Annual Meeting of Stockholders will be held Tuesday, November 18, 2025 (9:00 a.m. CT) in a virtual format. Expect shareholder Q&A on AI capex, power procurement, and contract conversion timing. [12]
- Earnings timing: Oracle’s fiscal Q2 (FY2026) ends November 30; Investor Relations indicates results typically arrive mid‑December. Guidance and updates on backlog conversion, margins, and data‑center buildouts will be key. [13]
3) AI cloud economics and financing. Watch for incremental disclosures that clarify the ramp cadence, capex profile, and margin structure of large AI contracts—areas where credit and equity markets are demanding more detail. [14]
Quick take
Today’s trading reflects a classic push‑pull: negative headline risk from a high‑visibility cyber story colliding with positive long‑term narratives around Oracle’s expanding role in AI workloads and new healthcare data initiatives. With the annual meeting and mid‑December earnings on deck, investors should get fresh visibility into backlog conversion and the cost curve of Oracle’s AI infrastructure. [15]
FAQ
Why is Oracle stock down today?
Intraday pressure appears tied to renewed coverage of a cyber campaign involving Oracle E‑Business Suite software and victim disclosures, which added headline risk to the stock. Broader tech weakness this week has also been a factor. [16]
Was there any positive Oracle news today?
Yes. Oracle announced a non‑binding collaboration with Ci4CC to advance oncology innovation using AI, integrated clinical/genomic data, and an oncology‑optimized EHR concept across a national cancer‑center network. [17]
What’s ORCL’s 52‑week range?
Reuters lists a 52‑week range of $119.01 to $345.69. [18]
What key dates are next for Oracle investors?
The Annual Meeting is set for Nov. 18, 2025 (virtual, 9:00 a.m. CT), and fiscal Q2 FY2026 results are typically mid‑December following the Nov. 30 quarter‑end. [19]
Disclosure: This article is for informational purposes only and does not constitute investment advice. Markets move fast; check your broker for the latest real‑time quotes before trading.
References
1. www.reuters.com, 2. www.reuters.com, 3. www.oracle.com, 4. www.reuters.com, 5. www.oracle.com, 6. www.reuters.com, 7. www.barrons.com, 8. www.reuters.com, 9. apnews.com, 10. www.reuters.com, 11. www.reuters.com, 12. investor.oracle.com, 13. investor.oracle.com, 14. www.reuters.com, 15. www.reuters.com, 16. www.reuters.com, 17. www.oracle.com, 18. www.reuters.com, 19. investor.oracle.com
