Oracle Stock Down 64%: Did the AI Infrastructure Bet Fail?

Oracle Is One Step From Junk—Can It Afford the AI Boom?

S&P cut Oracle's credit rating to BBB- on AI spending and OpenAI concentration risk, highlighting a widening financial gap versus Microsoft, Alphabet and Amazon in funding AI buildouts.

Oracle Just Hit a Fresh 52-Week Low and Had Its Credit Cut Toward Junk. Has the AI-Capex Panic Overshot?

A fresh low and a credit cut tell one story about the cloud giant. Its $638 billion backlog tells another.

Oracle Stock Down 64%: Did the AI Infrastructure Bet Fail?

Oracle stock hit a 52-week low near $124 in mid-July 2026, extending a decline that has erased more than 64% of the company’s value since its September 2025 record. The selloff accelerated after S&P Global Ratings downgraded Oracle to BBB- on July 9, leaving the company one notch above speculative-grade status. S&P cited the financial strain of Oracle’s pivot to AI data center infrastructure and explicitly named OpenAI as a key credit risk. Fisc…

S&P cuts Oracle to BBB- as AI buildout widens cash deficit to $42bn

Ratings firm ties the cut to a forecast $42bn fiscal 2027 cash deficit and OpenAI's half-share of a $638bn backlog, raising re-leasing risk for advertisers. Continue reading this article on ppc.land. Sign up the PPC Land newsletter to get the latest marketing news.