Oracle Stock Tops S&P 500 Winners Today: PLTR, CRM, PANW Also Rally As Analyst Sees ‘Anthropic Fear Trade’ Unwinding

• ORCL gained nearly 13% amid a broad-based rebound in software stocks, with Stocktwits sentiment for the ticker climbing higher in the ‘extremely bullish’ zone.
• “Anthropic fear trade (is) starting to unwind in cyber and software,” WedBush’s Dan Ives said.
• The iShares software ETF posted its best single-day gains in over a year.

Oracle Corp.’s stock surged nearly 13% on Monday, emerging as the top S&P 500 performer amid a broad-based rebound in software stocks, offering respite to the battered segment.

Software Stocks Rebound

Heavyweight Microsoft’s stock gained 3.6% while closely watched Palantir shares jumped 3.4%. Salesforce gained 4.8%, while cybersecurity players Palo Alto Networks, CrowdStrike and ServiceNow rose 4.6%, 6.1%, and 7.3% respectively.

The iShares Expanded Tech-Software Sector ETF (IGV), which tracks companies in the software and IT services space, rose 5.4%, its best performance in over a year.

“PANW, NOW others--the software empire strikes back today,” CNBC’s ‘Mad Money’ host Jim Cramer said. 

“Anthropic fear trade (is) starting to unwind in cyber and software,” said WedBush analyst Dan Ives, reiterating his view that the software segment is way oversold.

Over the past few months, new launches from AI startup Anthropic have triggered massive losses in key software stocks over fears that they may shrink the enterprise demand for certain software products. 

Ives has previously said software majors will embed AI into their offerings, with some well-positioned to defend – and even expand – their market share as the shift unfolds. Two months back, he highlighted Salesforce and ServiceNow as being attractive bets amid share weakness. 

Oracle Catalysts

On Monday, Oracle hosted its Customer Edge Summit and highlighted its AI tools aimed at the utilities sector. The company said its AI platform, “Oracle Utilities Opower,” helped residential utility customers save $369 million in 2025, and announced enhancements to “Oracle Aconex,” a tool that simplifies the project review process and minimizes errors in capital projects. 

Later in the day, Oracle and Bloom Energy said they were expanding a prior partnership, with Oracle contracting 1.2 gigawatts of capacity from Bloom. Oracle also purchased warrants of the fuel cell maker for a total investment of $400 million.

Retail’s View On ORCL

On Stocktwits, the retail sentiment for ORCL climbed higher since Friday and was ‘extremely bullish’ as of the last reading. 

“Guess they're not going out of business just yet,” said a trader. “This company should literally be one of the hottest companies in the AI revolution and it's being treated like it's going out of business. Maybe they're waking up finally.”

Oracle has faced concerns over its rising debt, its reliance on a handful of customers, such as OpenAI, for future orders, and its $50 billion capital expenditure plan this year – much of which is expected to be funded through fresh equity and debt raises.

Despite Monday’s gains, ORCL is still down nearly 20% year-to-date.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read Next: SanDisk Stock Can Nearly Triple After Fresh Peak On Nasdaq-100 Inclusion: Analyst Makes ‘Bull Case’