Oracle's fall from grace has made it the poster child for AI-bubble excess

REUTERS/Tom Brenner Oracle was a market darling as recently as three months ago. The company's stock has tumbled 46% from those highs. The shift in fortunes offers a stark warning for companies riding the AI wave. September 10, 2025 was one of the feel-good days of the year in markets. At the center of the party was Oracle, the legacy tech company who stormed the gates of the AI trade with a blockbuster forecast for its cloud-infrastructure business. Investors were so fired up about Oracle's AI ...