On September 16, Oracle fell 3.2% in regular trading, trading at $140.23/share, with turnover of $3.552 billion. The stock extended its decline following the official launch of a new round of layoffs on September 14, with certain teams facing double-digit percentage cuts.

The layoffs are part of Oracle's broader restructuring plan, which has seen total estimated costs rise to approximately $2.8 billion after an additional $700 million was earmarked primarily for severance compensation. The company's capital expenditure surged to $28.5 billion in the latest quarter, more than tripling year-over-year, as Oracle aggressively invests in AI infrastructure. Morgan Stanley maintained a Neutral rating with a $210 price target, explicitly flagging that rising cloud infrastructure revenue as a share of total sales will create structural downward pressure on gross margins. The bank noted that AI infrastructure margin trajectory and free cash flow conversion remain key variables for any valuation upgrade.

Meanwhile, founder Larry Ellison canceled a plan to sell up to 50 million shares worth approximately $7.5 billion, with no shares sold under the arrangement. Year-to-date, Oracle shares have declined roughly 25%.

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