Oracle Stock Plunges on AI Spending Fears: ORCL Price Action, Earnings Shock and 2026 Outlook After the November 21 Sell-Off
Oracle Corporation (NYSE: ORCL) has gone from AI market darling to one of the clearest symbols of the “AI reset” since late November. After a sharp slide around November 21, 2025 and another jolt following fiscal Q2 2026 results on December 10, investors are re‑pricing how much debt, data‑center spending and AI hype they are willing to tolerate in Oracle’s stock. As of December 11, 2025, ORCL trades around $223 per share, roughly 35% below its early‑September record near $345 but still well above its 12‑month low near $119. EBC Financial Group+1 Below is a deep dive into what has