NEW YORK, December 30, 2025, 4:32 PM ET — After-hours
- Oracle shares were up about 0.9% in extended trading after an insider sale disclosure.
- A regulatory filing showed Oracle executive Mark Hura sold 15,000 shares valued at about $3 million.
- Investors are weighing insider activity against Oracle’s AI data-center spending and the rate outlook.
Oracle Corp shares (ORCL) rose $1.78, or 0.9%, to $197.21 in after-hours trading on Tuesday after a regulatory filing disclosed a stock sale by a senior executive. The shares traded between $194.74 and $198.34 in the regular session, with about 14.1 million shares changing hands.
The disclosure hit as Oracle remains under investor scrutiny over the cash demands of expanding cloud capacity for artificial intelligence (AI) workloads — computing-heavy tasks that require large data centers. The company’s spending plans and outlook have kept the stock volatile this month, Reuters reported. Reuters
Macro signals stayed in focus, too. Federal Reserve minutes released Tuesday showed deep divisions at the central bank’s December meeting, underscoring uncertainty about the path for interest rates in 2026 — a key variable for growth-stock valuations. Reuters
Mark Hura, Oracle’s president of global field operations, reported selling 15,000 shares on Dec. 24 at a weighted average price of about $196.89, a Form 4 showed. A Form 4 is a filing corporate insiders make with the U.S. Securities and Exchange Commission to disclose stock transactions; Hura also reported a 5,000-share gift and ended with 234,077 shares. SEC
A related Form 144 notice — required when insiders plan to sell shares under SEC Rule 144 — put the value of the sale at about $2.95 million and listed Fidelity Brokerage Services as the broker. The notice said the shares were sold on the NYSE. CloudFront
The broader tape was subdued. The S&P 500 and Nasdaq ended slightly lower in thin, holiday-truncated trading, Reuters reported, with Apple and Nvidia muted and Microsoft edging higher. “The valuation gap is so wide, it absolutely is justified to see repositioning,” said Mark Hackett, chief market strategist at Nationwide, referring to rotation away from megacap tech. Reuters
For Oracle, investors remain focused on whether heavy capital spending ultimately translates into higher-margin cloud growth. That debate has intensified as the AI infrastructure buildout pushes companies to secure land, power and expensive chips.
Financing has become part of the story. Reuters reported this month that Blue Owl Capital walked away from funding talks for a $10 billion Michigan data center project tied to Oracle’s AI buildout, highlighting the scale of capital required and the reliance on outside backers. Reuters
In the near term, traders will watch for any additional disclosures around insider activity and any signs of progress on data-center financing. Updates on large cloud customer commitments and spending discipline are likely to matter more than one-off transactions.
On the chart, the mid-$190s has been the key area after the stock briefly dipped below $195 on Tuesday. The $200 level is the next round-number hurdle if buyers regain momentum.
Macro catalysts are close at hand. The Bureau of Labor Statistics schedule shows the December 2025 employment report is due Jan. 9 and the December 2025 CPI inflation report is due Jan. 13 — releases that can shift rate expectations and, by extension, sentiment toward growth stocks. Bureau of Labor Statistics+1
For now, Oracle’s modest gains leave the stock trading with the AI-heavy tech complex and the bond market. Investors are looking for clearer evidence that Oracle’s AI spending spree is turning into durable cash flow, not just bigger capex.
