Oracle shook off fears about AI spending, but its stock still loses ground
Published . Updated .
“Several of Oracle’s bear cases were addressed head on” in the latest earnings report, according to an analyst.
Directly affected
- ORCL Oracle
Named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- MEDS DATAMEDS AI, INC. COMMON STOCK
GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. 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
“Several of Oracle’s bear cases were addressed head on” in the latest earnings report, according to an analyst.
Source: MarketWatch
The price since 12 Sep 2026: Oracle (ORCL) versus the S&P 500
Since the first closing price after “Oracle shook off fears about AI spending, but its stock still loses ground,” Oracle (ORCL) is -10.42%. The S&P 500 fund (SPY) is +0.77% over the same days, a -11.19% difference versus the market.
Filings that name Oracle (ORCL) around 12 Sep 2026
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 18 days after publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 18 days after publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Rohit Khanna sell Oracle (ORCL) ($1,001 - $15,000). That is 13 days after publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Donald J Trump buy Oracle (ORCL) ($50,001 - $100,000). That is 15 days before publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Rohit Khanna buy Oracle (ORCL) ($1,001 - $15,000). That is 19 days before publication, inside 30 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
- Rohit Khanna buy Oracle (ORCL) ($15,001 - $50,000). That is 40 days before publication, inside 60 days. The filing is listed beside the story “Oracle shook off fears about AI spending, but its stock still loses ground.”
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 tied to this story
- ORCL Oracle
Oracle (ORCL) is linked, with no stored direction, high confidence in the 12 Sep 2026 story “Oracle shook off fears about AI spending, but its stock still loses ground.” Reason on file: The reported development directly names ORACLE CORP in the headline; GA resolved that company to ORCL
- SUPX SuperX AI Technology
In “Oracle shook off fears about AI spending, but its stock still loses ground,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- MEDS DataMeds AI
For “Oracle shook off fears about AI spending, but its stock still loses ground,” DataMeds AI (MEDS) is linked, with no stored direction, medium confidence. Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
For “Oracle shook off fears about AI spending, but its stock still loses ground,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
For “Oracle shook off fears about AI spending, but its stock still loses ground,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
For “Oracle shook off fears about AI spending, but its stock still loses ground,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
For “Oracle shook off fears about AI spending, but its stock still loses ground,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Oracle (ORCL)
“Oracle shook off fears about AI spending, but its stock still loses ground” (12 Sep 2026) reaches Oracle (ORCL) through 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
SuperX AI Technology (SUPX) is here too. Its reason reads: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Oracle (ORCL) price range
MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. ORCL traded between 127.39 and 153.56 across 20 sessions. The latest close on file is 129.61. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How strong the case is around Oracle (ORCL)
46 out of 100
“Oracle shook off fears about AI spending, but its stock still loses ground” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.