Oracle is trading 6% down now at ARS 74900 as coverage links its weakness to a bond selloff testing its debt-funded AI buildout, not a newly announced company-specific catalyst.
- Software shares are under pressure; the sector is down 3%, while higher Treasury yields, inflation, and financing costs weigh on growth-oriented companies.
- The decline is occurring despite broader U.S. indexes opening higher on September 2, 2026, suggesting sector-specific pressure is more relevant than broad market weakness.