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

Oracle's stock has plunged 60% from its 52-week high despite accelerating cloud revenue growth (47% YoY) and a 93% surge in cloud infrastructure demand driven by AI services. The company's competitive advantage in secure data isolation for enterprise AI is driving strong demand, with $638 billion in remaining performance obligations. While heavy capital spending and increased debt raise concerns, the stock's forward P/E of 17 and 28% projected earnings growth suggest it may be undervalued for long-term investors.