Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About the Bear Case for ORCL.

Shares of the database software maker have kicked off the new year on a decent footing; while they are up 4% in the last month, they are down 1.2% year-to-date (YTD). Oracle shares rose 19.6% in 2025, slightly outperforming the S&P 500 ($SPX). In September, ORCL stock jumped nearly 36% in a single session, pushing YTD gains close to 100% after the company reported a sharp increase in backlog largely tied to OpenAI’s commitment. However, Oracle shares sold off in the fourth quarter, giving back their Septemb ...