Oracle Stock Crash Erases $207 Billion From Larry Ellison’s Fortune

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Summary · why it matters

Oracle’s stock has plunged more than 55% from its September 2025 peak, wiping out $207 billion from Chairman Larry Ellison’s personal fortune and erasing roughly $494 billion in market value. The sell-off accelerated after fiscal 2026 capital expenditures hit $55.66 billion, pushing free cash flow to negative $23.7 billion, while S&P Global downgraded the company’s credit rating. Analyst Julien Garran of MacroStrategy Partnership argues the AI investment frenzy is a misallocation of capital 17 times larger than the dot-com bubble, with only NVIDIA generating actual profit. Ellison has personally guaranteed $40.4 billion for his son’s Paramount Skydance merger with Warner Bros. Discovery, backed by Oracle shares now worth about half their value at the time of the pledge. A federal judge issued a temporary restraining order blocking the merger on July 20, 2026, with a preliminary injunction hearing set for August 3.