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Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
Market Intelligence Analysis
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Why This Matters
Oracle's shares are on track for their worst quarter since 2001 due to concerns about the company's ability to fund and deliver AI infrastructure under its new CEOs, Clay Magouyrk and Mike Sicilia.
Market Impact
Market impact analysis based on bearish sentiment with 73% confidence.
Sentiment
Bearish
AI Confidence
73%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
Original article published by
CNBC
on December 26, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.