Oracle Stock (ORCL) Volatility Spikes After Earnings: AI Capex Surge, Debt Questions, and Updated Analyst Forecasts on Dec. 12, 2025
Oracle shares fell sharply after the company’s fiscal Q2 forecast missed Wall Street estimates and management signaled a major increase in AI and data-center spending. The stock drop came despite 14% revenue growth and a 68% jump in cloud infrastructure sales. Investors reacted to concerns over cash flow pressure and uncertainty about the timing of returns on the new investments.