Oracle's Stock Crash Has Cost Larry Ellison $213 Billion in 10 Months. Should Investors Buy the Dip?

Oracle's stock has plummeted over 50% from its peak as investors question the company's aggressive AI data center spending strategy. Despite strong cloud infrastructure demand and a record $638 billion in remaining performance obligations, concerns about capital expenditure returns and a credit downgrade to near-junk status have rattled the market. For long-term investors, the sell-off may present an opportunity, though near-term sentiment remains challenged.