Oracle is trading 3.3% down at $141.80 after concerns intensified over its AI revenue model, reliance on major startup customers, and infrastructure-expansion funding needs.
- Steve Eisman warned on August 17, 2026, that open-source AI pricing pressure could undermine revenue concentrated among OpenAI and Anthropic.
- The decline is also occurring amid broader technology weakness, with Nasdaq futures down 1.13%.
- Recent coverage highlighted Oracle’s roughly $40 billion funding requirement and investor concerns about delivering its large AI backlog.