New York, Jan 27, 2026, 10:55 AM EST — Regular session
- Oracle shares dropped roughly 3% in morning trading, trailing behind gains in the broader tech sector
- Saudi healthcare group Alrajhi Medicine will implement Oracle Health and Fusion Cloud apps, the company announced
- Traders are eyeing March results for clues on cloud demand and spending trends
Oracle Corp shares slipped on Tuesday, erasing some of Monday’s gains, despite a rally in major U.S. tech stocks and the Nasdaq-focused QQQ. In morning trading, Oracle dropped roughly 3.3% to $176.35.
This matters because Oracle’s shares have been tossed around amid doubts about how fast its cloud and AI investments will translate into consistent profits, and how much cash it needs to expand capacity. Investors have reacted sharply to any hint that spending is outpacing returns. 1
Early Tuesday, Oracle announced that Alrajhi Medicine, a private healthcare network in Saudi Arabia, will adopt Oracle Health Foundation’s electronic health record software — a digital system for patient records — along with Oracle Fusion Cloud Applications. Oracle said this integration will link clinical and business operations. 2
“We are transforming our digital operations by deploying Oracle’s next-generation clinical and enterprise solutions,” said Omar Turjman, chief information officer at Alrajhi Medicine. Seema Verma, Oracle Health’s executive vice president, noted that Oracle’s offerings “uniquely align” with the group’s goal to modernize healthcare systems. 2
The announcement comes as Oracle continues to highlight its physical expansion to meet AI demand. In a blog post Monday, the company revealed ongoing AI infrastructure projects “in partnership with OpenAI” across Texas, New Mexico, Wisconsin, and Michigan. It also noted investments in power upgrades at those sites. 3
Oracle’s shares swung between $174.84 and $185.88 on Tuesday, following a roughly 3% gain the day before, when the stock closed at $182.44. 4
Oracle slipped behind its rivals in early trading, while Microsoft climbed around 1.6% and Amazon gained roughly 1.5%. The S&P 500-tracking SPY edged up about 0.4%.
In a separate SEC filing Monday, Oracle’s chief legal officer, Stuart Levey, disclosed an award related to dividend equivalents on previously issued restricted stock units. 5
Tuesday’s sell-off highlighted the lingering risks around Oracle: its aggressive AI push demands significant investment, and the market shows little tolerance for missed forecasts or rising expenses. Shares took a steep hit in December after earnings fell short and investors fixated on spending projections, Reuters reported. 1
Traders are now eyeing Oracle’s upcoming quarterly report, expected March 9. Investors will be watching closely for updates on cloud demand, capacity expansions, and the company’s funding strategy. 6
