Oracle’s $300 Billion AI Bet Shakes Wall Street: Stock Craters 33% as Debt Fears Hit ‘Waning’ AI Sentiment – 14 November 2025
Oracle shares have fallen about 33% since September highs, following reports of its $300 billion AI cloud deal with OpenAI and a surge in debt to nearly $100 billion. The sell-off has erased over 30% of Oracle’s value, outpacing declines at other tech giants. Credit markets have reacted, and Wall Street is debating whether Oracle is overleveraged or positioned for long-term AI growth.