---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39815651.md"
description: "$Oracle(ORCL.US) Seeing Oracle and IGV fall in sync makes me even more relieved. Could it be that Oracle is still a software company? 🧐"
datetime: "2026-04-09T17:38:12.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39815651.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39815651.md)
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author: "[钝感资本](https://longbridge.com/en/profiles/16136831.md)"
---

# $Oracle(ORCL.US) Seeing Oracle and IGV fall in syn…


### Related Stocks

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

## Comments (10)

- **遇。 · 2026-04-09T17:50:59.000Z**: Oracle is really in a tough spot, compounded by software valuation killing and concerns about AI's heavy asset requirements, it's being suppressed hard! Don't know when it will see a turnaround!
  - **钝感资本** (2026-04-09T17:54:22.000Z): I think it's a passive decline. There's no choice, it's still the weight of the software ETF. The main business is already OCI cloud services, waiting for the wind to come.
  - **遇。** (2026-04-09T18:00:08.000Z): Yeah, that's right. It was sold off together within the software ETF. Funds have been continuously flowing out of the software sector and into AI 😆. So, it's unclear when the market will recognize Or
  - **遇。** (2026-04-09T18:01:52.000Z): To be fair, Microsoft's weighting is not small either, but it's holding up quite well.
- **牙签 · 2026-04-09T17:40:40.000Z**: You just found out
  - **钝感资本** (2026-04-09T17:42:25.000Z): I'm a rhetorical question....
  - **牙签** (2026-04-09T17:43:54.000Z): That's exactly it, it's falling with the software too. What do you want to ask?
  - **钝感资本** (2026-04-09T17:49:43.000Z): 🤔🤔🤔😋😋😋