🔴 Oracle is trading 4.5% down today on heavy AI spending and debt concerns

Oracle is trading 4.5% down at $127.89 following a sharp multi-week pullback tied to concerns over heavy AI-related cloud spending and rising debt.

• The stock is extending recent weakness seen across software and broader tech names as investors rotate out of high-growth sectors.
• Market participants are increasingly questioning the long-term returns on Oracle’s elevated capital expenditure and its specific exposure to OpenAI-related risks.