Is Oracle (ORCL) The Best AI Stock to Buy on the Dip? These US Congress Members Were Piling Into the Stock

Congressman Michael T. McCaul’s spouse bought Oracle Corp (NYSE:ORCL) shares worthy betwixt $1,000 and $1,5000 connected Sept. 11, according to his disclosures made successful October. The banal is down 15% since then. Congressman Cleo Fields bought Oracle shares with a full worthy betwixt $15,000 and $50,000 connected Sept. 23.

Oracle is down 15% implicit the past period arsenic enthusiasm astir its OpenAI woody subsides amid concerns astir AI concern margins and questions related to OpenAI's quality to rise wealth to wage the company, arsenic good arsenic valuation worries.

Photo by Adam Nowakowski connected Unsplash

Headwaters Capital Management stated the pursuing regarding Oracle Corporation (NYSE:ORCL) successful its third 4th 2025 capitalist letter:

“The catalyst for the September AI commercialized was Oracle Corporation’s (NYSE:ORCL) announcement of a 5-year declaration with OpenAI for $300B (implying yearly declaration worth of $60B) to big the company’s LLMs astatine Oracle information centers opening successful 2027. While the marketplace has grown desensitized to these ample header numbers, it’s utile to measurement backmost and enactment these figures into discourse from the position of some the magnitude of spending and instrumentality connected investment. It’s easiest to commencement with the magnitude of concern that 5 companies are collectively spending connected AI. The array beneath outlines CAPEX spending by the 5 hyperscalers and compares it with the different 495 companies successful the S&P 500. In 2026, these 5 hyperscaler companies are expected to walk $405B of CAPEX, astir each of this related to AI infrastructure build.