---
title: "Oracle drops 15% at open, nearly $100bn wiped out; AI stocks follow lower"
publisher: "Share Talk"
author: "sharetalk"
published: "2025-12-11T14:56:02+00:00"
modified: "2025-12-11T16:48:32+00:00"
date: 2025-12-11
canonical: "https://www.share-talk.com/oracle-drops-15-at-open-nearly-100bn-wiped-out-ai-stocks-follow-lower/"
category: "Blogs"
categories: ["Blogs", "Technology", "Technology, Media & Telecoms"]
tags: ["AI-Linked", "Arm Holdings", "Dow Jones", "Nvidia", "Oracle", "Russell 200", "Synopsys", "US trading", "Wall Street"]
image: "https://i0.wp.com/www.share-talk.com/wp-content/uploads/2025/03/Wall-street.webp?fit=1200%2C800&quality=80&ssl=1"
format: "news"
language: "en-GB"
---

# Oracle drops 15% at open, nearly $100bn wiped out; AI stocks follow lower

**Published:** December 11, 2025
**Author:** sharetalk
**Categories:** Blogs, Technology, Technology, Media & Telecoms
**Tags:** AI-Linked, Arm Holdings, Dow Jones, Nvidia, Oracle, Russell 200, Synopsys, US trading, Wall Street
**Featured image:** ![](https://i0.wp.com/www.share-talk.com/wp-content/uploads/2025/03/Wall-street.webp?fit=1200%2C800&quality=80&ssl=1)

---

Oracle shares have slumped more than 15% at the opening of US trading as investors delivered a sharp reaction to the company’s latest earnings.

The stock is down 15.7% at $188.29, wiping out close to $100 billion from its market value, on rough estimates.

In its latest quarter, Oracle posted revenue of $16.06 billion, just below the analyst consensus of $16.21 billion.

For the current fiscal third quarter, the company projected adjusted earnings of $1.64–$1.68 per share, short of the $1.72 analysts expected, according to LSEG. Oracle also guided for revenue growth of 16–18%, below forecasts of 19.4% and projected revenue of $16.87 billion.

The sell-off is spilling over into other AI-linked names as well. Nvidia is the biggest Dow faller, down 2.7%. Synopsys and Arm Holdings are each down 3.2%, AMD has dropped 3.1%, and Palantir is off 2.8%.

While the S&P rose 0.7%, the Dow Jones, Russell 2000, Equal-Weighted S&P, and Transports indices each climbed more than 1%, noticeably outperforming the Magnificent Seven, which edged up just 0.2%.

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