Oracle Shares Slip After AI-Driven Surge
Oracle shares dropped about 5% on September 11, 2025, after a massive rally the previous day that pushed its market value close to $1 trillion. The prior day’s gains were driven by big cloud deals with AI companies, especially OpenAI.
Big AI Deals
The surge came after reports that Oracle secured a deal with OpenAI worth roughly $300 billion over five years for computing power. This deal, along with other multi-billion-dollar contracts, boosted investor optimism in Oracle’s AI infrastructure business.
Larry Ellison’s Wealth Spike
As Oracle’s stock peaked, co-founder Larry Ellison’s net worth saw a large jump. His wealth rose significantly due to his 41% stake in Oracle, bringing him closer to becoming the richest person globally.
Analyst Warnings And Overvaluation Concerns
Some analysts cautioned that the stock was overextended, noting investor exhaustion after the rapid rise. They also pointed out that Oracle’s valuation now exceeds many of its cloud competitors when compared on forward price-to-earnings metrics.
