Better Buy After the Cloud Stock Sell-Off: Oracle or Salesforce?
One of these beaten-down cloud stocks is burning cash to build the AI boom, while the other is priced as if AI will leave it behind.
Better Buy After the Cloud Stock Sell-Off: Oracle or Salesforce?
Overview
Investors hunting for bargains in cloud computing suddenly have two big ones to consider. Enterprise software company Oracle (NYSE: ORCL) tumbled this week after its fiscal fourth-quarter report (the period ended May 31, 2026) paired record results with a steep bill for its artificial intelligence (AI) data center expansion. Salesforce (NYSE: CRM), meanwhile, just touched a 52-week low, with shares down about 37% year to date as of this writing amid worries that AI could disrupt traditional subscription software.
The two sell-offs have very different causes. One company is being punished for spending too much on AI. The other is being punished by the fear that AI undermines its core product.
Details
So, which beaten-down stock is the better buy?
Source
Originally published at www.fool.com.
