Oracle Stock: ‘light at the End of the Tunnel’ Seen for Big AI Spending

Oracle (ORCL) stock has regained some ground in recent weeks after a steep slide that started last fall. One potential reason: Wall Street sees "light at the end of the tunnel" for the enterprise software company's massive AI investments, analysts with BNP Paribas said Wed

Oracle (ORCL) stock has regained some ground in recent weeks after a steep slide that started last fall.

One potential reason: Wall Street sees “light at the end of the tunnel” for the enterprise software company’s massive AI investments, analysts with BNP Paribas said Wednesday. “With (calendar year) 2026 funding largely secured, (and) only a roughly $50 billion of fresh… Related news Bloom Energy Earnings Surge On AI Data Centers, Lifting Fuel-Cell Stocks 4/28/2026 Oracle partner Bloom Energy guided high to underscore fuel-cell energy demand as AI data centers multiply. 4/28/2026 Oracle partner Bloom Energy guided high to underscore fuel-cell energy

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