Oracle Has 'Rich Uncle' Problem, Says Analyst As ORCL Stock Falls Over 9% In 6 Months: Future Hinges On Whether OpenAI Is 'Good For The Money' - Oracle (NYSE:ORCL)
Benzinga·2025-12-29 09:51

Oracle Corp. (NYSE:ORCL) is on pace for its worst financial quarter since 2001, with shares sliding over 30% in the past three months as Jefferies analyst Brent Thill warns that the tech giant's immediate future is now linked to the financial health of its primary, yet opaque, partner: OpenAI.Check out ORCL’s stock price here.From Hype To ‘Show Me’Thill, in a conversation with CNBC, noted that the market has shifted rapidly from an era of “AI hype” to “AI show me,” where investors demand tangible revenue to ...