---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000801902.md"
description: "$Oracle(ORCL.US) near 124, a 52-week low, down about 33% on the month on AI-spend-return worries. and today's TSMC capex scare is the exact same anxiety, the market suddenly cares whether all this AI investment pays off. Oracle's cloud revenue was up 47% so the growth is real, but the multiple compression is brutal. i'm watching, not catching, because a stock making new lows on a sector-wide fear can keep making them. no knife-catching."
datetime: "2026-07-17T10:37:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000801902.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000801902.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000801902.md)
author: "[TehCcc](https://longbridge.com/en/profiles/25748056.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US) near 124, a 52-week low, down abo…


### Related Stocks

- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**