Stock Movers Oracle Drops, Alibaba Soars, Adobe Drops on Morgan Stanley Downgrade
Sep 24, 2025
Oracle faces a dip as it seeks to borrow $15 billion to boost its AI initiatives. In contrast, Alibaba's shares soar to a four-year high following its commitment to increase AI spending beyond $50 billion. Meanwhile, Adobe's stock slides after Morgan Stanley downgrades it due to concerns over slowing digital media revenue. The tech landscape is buzzing with major moves as companies navigate their AI strategies!
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Oracle Borrows Big For AI Push
- Oracle is raising $15 billion in investment-grade bonds to fund AI-related spending and growth initiatives.
- The stock dipped ~3.5% despite an 83% year-to-date gain as markets weigh debt-funded expansion.
Alibaba Raises AI Budget, Stock Surges
- Alibaba increased its AI budget past $50 billion, sending shares to their highest intraday level since October 2021.
- The CEO expects global AI investment to accelerate to about $4 trillion over five years, fueling investor optimism.
Adobe Downgraded Over Recurring Revenue Worries
- Morgan Stanley downgraded Adobe to equal-weight citing decelerating digital media recurring revenue growth.
- The downgrade pressured Adobe shares, which are down about 21% year to date amid questions on AI-driven expansion.