Core Viewpoint - Oracle Corporation (NYSE:ORCL) is currently viewed as one of the best cloud stocks to buy, despite a significant decline of over 39% in its stock price over the past two months due to concerns surrounding a growing AI bubble [1][2] Group 1: Stock Performance and Analyst Ratings - Robert Oliver from Robert W. Braid reiterated a Buy rating on Oracle, lowering the price target from $365 to $315 on November 18 [1] - Brent Thill from Jefferies also maintained a Buy rating with a price target of $400 on November 17 [1] - Analyst Jackson Ader from KeyBanc Capital Markets has a Buy rating with a price target of $350, noting that "AI sentiment is waning" [4] Group 2: Leadership Changes and Debt Concerns - The stock price began to decline significantly after the announcement of the replacement of longtime CEO Safra Catz with Clay Magouyrk and Mike Sicilia on September 22 [2] - Oracle raised $18 billion in debt last month, bringing its total debt to over $100 billion [2] Group 3: Credit Default Swaps and Market Sentiment - Traders have been hedging Oracle's credit-default swaps, with the price of the 5-year CDS tripling to around $111,000 per year to protect $10 million of the company's debt from default over five years [3] - Concerns regarding the company's credit trajectory have been highlighted, with analysts struggling to see an improvement [4]