If you had backed Oracle a year ago expecting surging AI cloud contracts and a swelling backlog to translate cleanly into shareholder gains, the result was painful. For Oracle shareholders, the loss over the past year was 52.9%, including dividends. With that outcome in hand, the real question is which original assumptions misfired. Was it the confidence in rapid OCI revenue scaling, the projected jump in profit margins, or the belief that heavy AI and cloud spending could be funded without stressing the balance sheet? Oracle is not the only name tied to this theme. Zero in on 55 AI infrastructure stocks and compare how each one is priced.
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