Software stocks—Oracle, Intuit, more—fall as Anthropic’s latest Claude model fuels AI concerns

The Google- and Amazon-backed AI startup fueled a global selloff in software stocks earlier this month.

I Predicted Oracle Would Be the Hottest "Ten Titans" Stock to Buy in 2026, But the Growth Stock Is Already Down 27% This Year. Is Oracle Still a Buy?

The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.
Morningstar

Oracle's stock suffers worst eight-day stretch in over two decades. Here's why.

Hammered by the general software selloff and AI debt concerns, shares of Oracle have shed 25% over eight trading sessions Oracle issued $25 billion of corporate bonds on Monday as part of its 2026 ...
Seeking Alpha

Oracle: Watch Out For Valuation, But This Is Now A Major Growth Stock

Oracle is experiencing a major resurgence, driven by strong investments in Oracle Cloud Infrastructure and a robust application software portfolio. Multi-year, non-cancelable deals are fueling a surge ...