Oracle Stock Is Down 60%: Why Its AI Cloud Explosion Makes It a Compelling Buy

Oracle (ORCL) stock has plunged over 60% from its 52-week high to $136, driven by investor concerns over heavy data center capital spending, even as its cloud business surges. Cloud revenue growth accelerated dramatically from 28% YoY in fiscal Q1 to 47% in fiscal Q4, with AI demand fueling a 93% increase in the cloud infrastructure segment.

Why it matters: Oracle's cloud infrastructure is differentiated by a secure data-isolation architecture that separates control computers from customer compute nodes, appealing to enterprises prioritizing data privacy.