Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce
Published . Updated .
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
Directly affected
- ORCL Oracle
Named in this report.
Indirectly affected
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- GCTS GCT SEMICONDUCTOR HLDG INC
GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- NVTS NAVITAS SEMICONDUCTOR CORP
GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ON ON SEMICONDUCTOR CORPORATION
GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSEM TOWER SEMICONDUCTOR LTD
GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSM TAIWAN SEMICONDUCTOR MANUFAC
GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
Source: MarketWatch
Price since this story was published: Oracle (ORCL)
Since the first closing price after “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” Oracle (ORCL) is -9.50%. The S&P 500 fund (SPY) is +1.66% over the same days, a -11.16% difference versus the market.
Filings that name Oracle (ORCL) around 15 Sep 2026
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 15 days after publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 15 days after publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 13 days after publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 10 days after publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 8 days after publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 7 days after publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Donald J Trump buy Oracle (ORCL) ($50,001 - $100,000). That is 18 days before publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 21 days before publication, inside 30 days. The filing is listed beside the story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Oracle (ORCL)
Companies mentioned with this story
- ORCL Oracle
For “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” Oracle (ORCL) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
In “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
For “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
In “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
In “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
In “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Oracle (ORCL)
On 15 Sep 2026, “Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce” is the story that connects Oracle (ORCL) to this story.
Oracle (ORCL) is on the page because The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL
A second company, Alpha & Omega Semiconductor (AOSL), is listed for a different reason: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for Oracle (ORCL)
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. ORCL traded between 127.39 and 153.56 across 20 sessions. The latest close on file is 129.61.
How strong the case is around Oracle (ORCL)
46 out of 100
“Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.