Oracle sees sharp gain as Deutsche Bank turns bullish and options bear Michael Burry targets the stock

Oracle shares are facing sharply conflicting high-profile views following strong fiscal Q2 2026 results, with Deutsche Bank naming the stock a top AI pick for 2026 while "Big Short" investor Michael Burry built a put-options bet against the company.

• Oracle recently reported FQ2 revenues of $16.1 billion and a massive $523 billion remaining performance obligation (RPO) backlog, driven by AI-focused customers like Meta and NVIDIA.
• Burry's bearish bet is framed against concerns that heavy capital expenditure (capex) and rising debt could weigh on performance, despite bullish AI cloud forecasts.
• The stock closed at $198.52 and traded slightly lower in after-hours at $197.74.