---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000795123.md"
description: "$Oracle(ORCL.US) Oracle stock has dropped approximately 33% since its June earnings report, despite strong revenue and earnings figures driven by AI cloud demand. The decline is attributed to a projected $95 billion in capital expenditures for fiscal 2027 and concerns about rising debt and profitability pressures. Investor Steven Fiorillo argues that this selloff overlooks long-term earnings potential from Oracle's AI investments, predicting a significant upside as new infrastructure starts generating revenue. The drop continues further with the escalation of US-Iran war, though I see this as an opportunity to lower my cost. @Captain's Treasure"
datetime: "2026-07-14T12:42:37.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000795123.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000795123.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000795123.md)
author: "[NewUser_oPJWOU](https://longbridge.com/en/profiles/18172005.md)"
generator: "portal-rs"
---

# $Oracle(ORCL.US) Oracle stock has dropped approxim…


### Related Stocks

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

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