Oracle Corporation (NYSE:ORCL) is down about 33% so far this year. Yet it was in two major billionaire portfolios, and it ranks seventh on our list of 7 AI stocks billionaires Ken Fisher and Paul Tudor Jones were buying. That raises the question: is the stock a buy before it rebounds? Why Oracle Stock Has Fallen Investors worry about how much Oracle spends on AI data centers. Management guides to capital spending about equal to its expected revenue for fiscal 2027, and free cash flow was negative in the first quarter. Oracle also issued new stock during the quarter and has borrowed heavily to fund the build. A big share of its contracted backlog comes from OpenAI, which ties Oracle's results to one customer.
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