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Oracle shares fall sharply as AI-related capex weighs on sentiment
Oracle stock slid sharply as fresh guidance raised concerns about rising AI infrastructure capex and slower monetisation visibility.
Oracle shares registered their steepest decline since January after earnings and guidance revived concerns about rising AI-related capital expenditure and debt levels. The market reaction reflected caution over how quickly AI infrastructure investments may convert into sustained revenue growth. The stock move followed updated commentary that highlighted ongoing spending requirements across cloud, data centers and emerging AI workloads.