U.S. Stock Abnormal Movement | Oracle (ORCL.US) fell more than 10% in two days, causing market concerns about its excessive reliance on OpenAI.

According to the Wise Finance APP, on Friday, Oracle (ORCL.US) continued its downward trend from yesterday. As of the time of writing, the stock has fallen by more than 3.6%, breaking below $300, with a cumulative drop of over 10% in the past two trading days. The market is concerned that its future growth is overly dependent on a single customer, OpenAI. Wedbush Securities analyst Gil Luria bluntly stated in a client report released on Thursday, "Our optimism about Oracle's backlog of orders has been severely weakened by the news that almost all of it comes from OpenAI." He maintains a "neutral" rating on Oracle stock and reminds investors to pay attention to the risk of customer concentration.