Oracle Stock Is on Pace for Its Worst Year Since 2001. Here's What Followed Its Only 2 Worse Years.

Impact · against what's priced in

The news is not a catalyst for Oracle; the market has already factored in both the AI revenue acceleration and the severe price decline. Daily gains for Nvidia and Tesla are negligible noise relative to the long-term fundamental assumptions built into their current valuations.

NVDA+0.00

Doesn't touch the price's assumptions

In context

The 2.8% daily gain is a short-term fluctuation that does not change the market's current refusal to pay for the $1 trillion Blackwell/Rubin projection.