Oracle Stock Plunges After Q2 Earnings: Is ORCL’s $50 Billion AI Bet Running Ahead of Reality?
Oracle Corporation (NYSE: ORCL) is back in the market spotlight on December 11, 2025, for all the wrong reasons. The software and cloud giant’s fiscal Q2 2026 earnings have triggered an 11%+ share price slide, reignited fears of an AI bubble, and knocked tens of billions off its market value in a single session. The Guardian+2MarketBeat+2 At the heart of the sell-off: a blend of revenue and guidance misses, a massive jump in AI-related capital expenditure to $50 billion, and growing concern over whether Oracle’s aggressive AI build-out can translate into profits fast enough. Below is a detailed breakdown of