{"id":112836,"date":"2025-09-10T12:21:13","date_gmt":"2025-09-10T12:21:13","guid":{"rendered":"https:\/\/bestsoln.com\/web\/?p=112836"},"modified":"2025-09-10T12:21:18","modified_gmt":"2025-09-10T12:21:18","slug":"oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech","status":"publish","type":"post","link":"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/","title":{"rendered":"Oracle Stock Soars: Unpacking the AI Cloud Boom That&#8217;s Shaking Up Tech"},"content":{"rendered":"\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\t\t\t<!-- Flexy Breadcrumb -->\r\n\t\t\t<div class=\"fbc fbc-page\">\r\n\r\n\t\t\t\t<!-- Breadcrumb wrapper -->\r\n\t\t\t\t<div class=\"fbc-wrap\">\r\n\r\n\t\t\t\t\t<!-- Ordered list-->\r\n\t\t\t\t\t<ol class=\"fbc-items\" itemscope itemtype=\"https:\/\/schema.org\/BreadcrumbList\">\r\n\t\t\t\t\t\t            <li itemprop=\"itemListElement\" itemscope 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rel=\"noreferrer noopener\">Join WhatsApp Channel<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n<\/div>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#Introduction\" >Introduction<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#The_Earnings_Miss_That_Didnt_Matter\" >The Earnings Miss That Didn&#8217;t Matter<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#AI_Deals_and_Partnerships_Fueling_the_Fire\" >AI Deals and Partnerships Fueling the Fire<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#What_Analysts_Are_Saying_About_Oracle_Stock\" >What Analysts Are Saying About Oracle Stock<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#Broader_Context_Oracle_in_the_AI_Era\" >Broader Context: Oracle in the AI Era<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#Recommended_Readings\" >Recommended Readings<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#FAQ\" >FAQ<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/bestsoln.com\/web\/oracle-stock-soars-unpacking-the-ai-cloud-boom-thats-shaking-up-tech\/#Wrapping_It_Up_Is_Oracle_Stock_the_Next_Big_Bet\" >Wrapping It Up: Is Oracle Stock the Next Big Bet?<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"Introduction\"><\/span>Introduction<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"jusfy\">If you&#8217;ve been keeping an eye on the tech market lately, you might have noticed <a href=\"https:\/\/investor.oracle.com\/stock-information\/default.aspx?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Oracle&#8217;s stock<\/a> doing something pretty wild. Despite missing Wall Street&#8217;s expectations on its latest quarterly earnings, the shares jumped over 28% in after-hours trading, pushing the company&#8217;s market cap toward $870 billion. It&#8217;s the kind of move that turns heads, especially in a year where the <a href=\"https:\/\/www.nasdaq.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Nasdaq<\/a> has only climbed about 13%. So, what&#8217;s the story here? Let&#8217;s dive in and break it down, step by step, based on what we know from <a href=\"https:\/\/www.oracle.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Oracle&#8217;s<\/a> recent announcements and the bigger picture in cloud computing and AI.<\/p>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"The_Earnings_Miss_That_Didnt_Matter\"><\/span>The Earnings Miss That Didn&#8217;t Matter<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"679\" height=\"593\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock.png\" alt=\"Oracle Stock\" class=\"wp-image-112864\" title=\"\" srcset=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock.png 679w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-300x262.png 300w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-150x131.png 150w\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" \/><\/figure>\n\n\n\n<p class=\"jusfy\">Oracle kicked off its fiscal year 2026 with results that, on the surface, looked a bit underwhelming. For the quarter ending August 31, the company reported revenue of $14.9 billion, just shy of the $15 billion analysts had penciled in. Adjusted earnings per share came in at $1.47, a hair below the expected $1.48. Net income held steady at around $2.93 billion. Normally, that might send investors running, but not this time. Why? Because the real excitement wasn&#8217;t in the rearview mirror, it was all about what&#8217;s coming down the road.<\/p>\n\n\n\n<p class=\"jusfy\">The star of the show is <a href=\"https:\/\/www.oracle.com\/in\/cloud?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Oracle&#8217;s cloud infrastructure<\/a> business, often called OCI. This is where Oracle goes head-to-head with giants like <a href=\"https:\/\/aws.amazon.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Amazon Web Services<\/a>, <a href=\"https:\/\/azure.microsoft.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft Azure<\/a>, and <a href=\"https:\/\/cloud.google.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Google Cloud<\/a>. And, it is heating up. Oracle projected that OCI revenue would explode 77% this fiscal year to hit $18 billion, up from $10 billion last year. Looking further out, they&#8217;re forecasting it to nearly double to $32 billion in fiscal 2027, then rocket to $73 billion, $114 billion, and a staggering $144 billion over the next three years after that. That&#8217;s not just growth; that&#8217;s a full-on transformation.<\/p>\n\n\n\n<p class=\"jusfy\">A big part of this optimism comes from their <a href=\"https:\/\/www.thesaascfo.com\/understanding-remaining-performance-obligations-in-saas?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">remaining performance obligations<\/a>, or RPO, a fancy way of saying the backlog of contracted revenue they haven&#8217;t recognized yet. That figure skyrocketed 359% year-over-year to $455 billion. To put that in perspective, it&#8217;s like having a pipeline of deals so massive that Oracle&#8217;s CEO, <a href=\"https:\/\/www.oracle.com\/in\/corporate\/executives\/safra-catz?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Safra Catz<\/a>, confidently said they expect it to top half a trillion dollars soon. They inked four multibillion-dollar contracts with just three customers in the quarter alone. One of those is a partnership with <a href=\"https:\/\/openai.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">OpenAI<\/a> to build out 4.5 gigawatts of data center capacity in the U.S., which is huge for powering AI workloads.<\/p>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"AI_Deals_and_Partnerships_Fueling_the_Fire\"><\/span>AI Deals and Partnerships Fueling the Fire<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3-1024x572.jpg\" alt=\"Oracle Stock\" class=\"wp-image-112867\" title=\"\" srcset=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3-1024x572.jpg 1024w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3-300x167.jpg 300w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3-768x429.jpg 768w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3-800x447.jpg 800w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3-150x84.jpg 150w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-3.jpg 1376w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"jusfy\">Oracle isn&#8217;t just riding the AI wave; they&#8217;re helping shape it. They&#8217;ve locked in deals with some of the biggest names in the space, like OpenAI, <a href=\"https:\/\/x.ai?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">xAI<\/a> (that&#8217;s Elon <a href=\"https:\/\/en.wikipedia.org\/wiki\/Elon_Musk\" target=\"_blank\" rel=\"noreferrer noopener\">Musk&#8217;s<\/a> outfit), <a href=\"https:\/\/www.facebook.com\/bestsoln\" target=\"_blank\" rel=\"noreferrer noopener\">Meta<\/a>, and others. These aren&#8217;t small potatoes; these are the companies building the next generation of AI models, and they need massive computing power to do it. Oracle&#8217;s been snapping up <a href=\"https:\/\/www.nvidia.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Nvidia&#8217;s<\/a> top-tier GPUs and renting them out through OCI, turning itself into a key player in AI training and inference.<\/p>\n\n\n\n<p class=\"jusfy\">What&#8217;s even more interesting is how Oracle&#8217;s playing nice with its rivals. They&#8217;ve got partnerships with <a href=\"https:\/\/bestsoln.com\/shortener\/redirect.php?code=37d6fb\" target=\"_blank\" rel=\"noreferrer noopener\">Amazon<\/a>, <a href=\"https:\/\/abc.xyz?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Alphabet<\/a> (<a href=\"https:\/\/www.google.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Google&#8217;s<\/a> parent), and <a href=\"https:\/\/www.microsoft.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft<\/a> to run OCI within their clouds. Revenue from these hyperscaler clients jumped an insane 1,529% in the quarter. It&#8217;s a smart move: instead of trying to steal customers outright, Oracle&#8217;s essentially becoming the go-to overflow option when the big three run out of capacity. As one analyst put it, these might not be &#8220;organic&#8221; customers for Oracle, but hey, business is business.<\/p>\n\n\n\n<p class=\"jusfy\">On the flip side, this growth doesn&#8217;t come cheap. Oracle is ramping up its capital expenditures to about $35 billion in fiscal 2026, up from $25 billion previously and $21 billion last year. That&#8217;s a ton of money going into data centers, networking, and storage. But Catz emphasized that Oracle&#8217;s not into owning real estate like some competitors; their edge is in the tech stack, the unique way they assemble systems for high-performance AI tasks.<\/p>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"What_Analysts_Are_Saying_About_Oracle_Stock\"><\/span>What Analysts Are Saying About Oracle Stock<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4-1024x572.jpg\" alt=\"Oracle Stock\" class=\"wp-image-112869\" title=\"\" srcset=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4-1024x572.jpg 1024w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4-300x167.jpg 300w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4-768x429.jpg 768w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4-800x447.jpg 800w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4-150x84.jpg 150w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-4.jpg 1376w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"jusfy\">Wall Street&#8217;s reaction? Pure enthusiasm. Analysts on the earnings call were floored. One from <a href=\"https:\/\/www.db.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Deutsche Bank<\/a> said they were &#8220;all kinds of in shock, in a very good way.&#8221; Another from <a href=\"https:\/\/www.guggenheiminvestments.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Guggenheim<\/a> called it &#8220;blown away,&#8221; and <a href=\"https:\/\/www.tdsecurities.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">TD Cowen&#8217;s<\/a> rep dubbed it a &#8220;momentous quarter.&#8221; Post-earnings, firms like <a href=\"https:\/\/www.evercore.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Evercore ISI<\/a>, <a href=\"https:\/\/www.cantor.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Cantor Fitzgerald<\/a>, and <a href=\"http:\/\/www.stifel.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Stifel<\/a> raised their price targets to $340, $400, and $350, respectively, all with buy or outperform ratings. The consensus right now is a moderate buy, with an average target around $258, suggesting about 7% upside from recent levels.<\/p>\n\n\n\n<p class=\"jusfy\">Even the ripple effects are notable. Oracle&#8217;s Indian subsidiary, <a href=\"https:\/\/www.oracle.com\/in\/financial-services?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Oracle Financial Services Software<\/a>, saw its shares pop over 10% on the news, hitting highs around \u20b99,254. And chipmakers like <a href=\"https:\/\/www.amd.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">AMD<\/a>, Nvidia, and <a href=\"https:\/\/www.broadcom.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Broadcom<\/a> got a premarket boost, up 2-3%, as the cloud boom signals more demand for their hardware.<\/p>\n\n\n\n<p class=\"jusfy\">But let&#8217;s keep it real, there are caveats. Some analysts warn that a chunk of this growth is from offloaded capacity from the <a href=\"https:\/\/www.redhat.com\/en\/topics\/cloud-computing\/what-is-a-hyperscaler?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">hyperscalers<\/a>, not pure Oracle wins. And while the stock&#8217;s up 46% this year (outpacing the market), it&#8217;s trading at a premium: over 33 times forward earnings, compared to Amazon&#8217;s 32 and Microsoft&#8217;s 31.<\/p>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"Broader_Context_Oracle_in_the_AI_Era\"><\/span>Broader Context: Oracle in the AI Era<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"572\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5-1024x572.jpg\" alt=\"Oracle Stock\" class=\"wp-image-112870\" title=\"\" srcset=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5-1024x572.jpg 1024w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5-300x167.jpg 300w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5-768x429.jpg 768w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5-800x447.jpg 800w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5-150x84.jpg 150w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-5.jpg 1376w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"jusfy\">Zooming out, this fits into the massive shift toward AI-driven computing. Projects like <a href=\"https:\/\/openai.com\/index\/announcing-the-stargate-project?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Stargate<\/a>, a $500 billion AI infrastructure initiative involving Oracle, OpenAI, and <a href=\"https:\/\/www.softbank.jp?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">SoftBank<\/a>, are still in the works, though progress has been slower than hoped. Parts of it, like a data center in Texas, are already operational. Oracle&#8217;s also integrating things like <a href=\"https:\/\/gemini.google.com?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Google&#8217;s Gemini AI models<\/a> into OCI, which could open up more revenue streams.<\/p>\n\n\n\n<p class=\"jusfy\">All this has Oracle&#8217;s stock on track for its biggest single-day gain since the dot-com days of 1999. If the premarket surge holds, shares could blow past their recent record of $256, trading around $310-$312. Year-to-date, it&#8217;s up about 45%, and over the past year, more than 70%. Not bad for a company that&#8217;s been around since the 1970s, founded by <a href=\"https:\/\/www.oracle.com\/in\/corporate\/executives\/larry-ellison?utm_source=bestsoln.com\" target=\"_blank\" rel=\"noreferrer noopener\">Larry Ellison<\/a>, who&#8217;s still the chairman and a major force.<\/p>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"Recommended_Readings\"><\/span>Recommended Readings<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"7663\" height=\"5000\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2023\/09\/19786.jpg\" alt=\"Books\" class=\"wp-image-3322\" title=\"\"><\/figure>\n\n\n\n<p class=\"jusfy\">If you want to dig deeper into Oracle, investing in tech, or the world of AI and cloud, here are a few books that could help:<\/p>\n\n\n\n<ul class=\"wp-block-list jusfy\">\n<li><strong><a href=\"https:\/\/bestsoln.com\/shortener\/redirect.php?code=85bed2\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Softwar: An Intimate Portrait of Larry Ellison and Oracle&#8221;<\/a> by Matthew Symonds<\/strong> \u2013 A behind-the-scenes look at Oracle&#8217;s founder and the company&#8217;s rise.<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/bestsoln.com\/shortener\/redirect.php?code=ac4478\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;The Intelligent Investor&#8221;<\/a> by Benjamin Graham<\/strong> \u2013 Timeless advice on value investing, perfect for evaluating stocks like Oracle.<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/bestsoln.com\/shortener\/redirect.php?code=c83d4a\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;The Innovators: How a Group of Hackers, Geniuses, and Geeks Created the Digital Revolution&#8221;<\/a> by Walter Isaacson<\/strong> \u2013 Puts tech giants like Oracle in historical context.<\/li>\n\n\n\n<li><strong><a href=\"https:\/\/bestsoln.com\/shortener\/redirect.php?code=758b3b\">&#8220;Superintelligence: Paths, Dangers, Strategies&#8221; <\/a>by Nick Bostrom<\/strong> \u2013 Explores AI&#8217;s future, relevant to Oracle&#8217;s AI push.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"FAQ\"><\/span>FAQ<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ-1024x683.jpg\" alt=\"FAQ\" class=\"wp-image-43418\" title=\"\" srcset=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ-1024x683.jpg 1024w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ-300x200.jpg 300w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ-768x512.jpg 768w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ-800x533.jpg 800w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ-150x100.jpg 150w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2024\/11\/FAQ.jpg 1500w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"jusfy\"><strong>Q1:<\/strong> <strong>Why did Oracle&#8217;s stock jump despite missing earnings?<\/strong><\/p>\n\n\n\n<p class=\"jusfy\"><strong>A:<\/strong> The miss was minor, but the forward guidance stole the show. Massive cloud revenue projections and a huge contract backlog convinced investors that big growth is ahead, especially in AI.<\/p>\n\n\n\n<p class=\"jusfy\"><strong>Q2:<\/strong> <strong>What is Oracle&#8217;s cloud revenue forecast?<\/strong><\/p>\n\n\n\n<p class=\"jusfy\"><strong>A:<\/strong> They&#8217;re expecting $18 billion this fiscal year (up 77%), then $32 billion, $73 billion, $114 billion, and $144 billion over the next four years. That&#8217;s aggressive, driven by AI demand.<\/p>\n\n\n\n<p class=\"jusfy\"><strong>Q3:<\/strong> <strong>Who are Oracle&#8217;s key AI partners?<\/strong><\/p>\n\n\n\n<p class=\"jusfy\"><strong>A:<\/strong> Big ones include OpenAI for data center builds, xAI, Meta, and even rivals like Amazon, Google, and Microsoft through multi-cloud setups.<\/p>\n\n\n\n<p class=\"jusfy\"><strong>Q4:<\/strong> <strong>Is Oracle stock overvalued?<\/strong><\/p>\n\n\n\n<p class=\"jusfy\"><strong>A:<\/strong> It&#8217;s trading at about 33 times forward earnings, a bit higher than peers like Amazon (32) and Microsoft (31). Analysts see upside, but it depends on delivering those projections.<\/p>\n\n\n\n<p class=\"jusfy\"><strong>Q5:<\/strong> <strong>What&#8217;s the deal with Stargate?<\/strong><\/p>\n\n\n\n<p class=\"jusfy\"><strong>A: <\/strong>It&#8217;s a massive $500 billion AI project with Oracle, OpenAI, and SoftBank. Progress is ongoing, with some facilities already running, but it&#8217;s taking longer than expected to fully launch.<\/p>\n\n\n\n<h2 class=\"wp-block-heading jusfy\"><span class=\"ez-toc-section\" id=\"Wrapping_It_Up_Is_Oracle_Stock_the_Next_Big_Bet\"><\/span>Wrapping It Up: Is Oracle Stock the Next Big Bet?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"574\" src=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2-1024x574.jpeg\" alt=\"Oracle Layoffs\" class=\"wp-image-112782\" title=\"\" srcset=\"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2-1024x574.jpeg 1024w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2-300x168.jpeg 300w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2-768x431.jpeg 768w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2-800x449.jpeg 800w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2-150x84.jpeg 150w, https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Layoffs-2.jpeg 1312w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"jusfy\">In the end, Oracle&#8217;s story right now is about betting on the future of cloud and AI. Sure, the quarterly miss stings a bit, but the projections paint a picture of a company that&#8217;s finally hitting its stride in a market that&#8217;s exploding. If they deliver on these numbers, Oracle could cement itself as a top-tier cloud provider, right up there with the hyperscalers. That said, tech moves fast, and competition is fierce; execution will be key. For investors, it&#8217;s worth watching how these big deals play out and whether the capex pays off. If you&#8217;re into growth stocks with an AI twist, Oracle might just be worth a closer look.<\/p>\n\n\n\n<ul class=\"wp-block-social-links has-small-icon-size has-visible-labels is-style-pill-shape is-horizontal is-content-justification-left is-layout-flex wp-container-core-social-links-is-layout-20be11b6 wp-block-social-links-is-layout-flex\"><li class=\"wp-social-link wp-social-link-youtube  wp-block-social-link\"><a rel=\"noopener nofollow\" target=\"_blank\" href=\"https:\/\/www.youtube.com\/@bestsoln\" class=\"wp-block-social-link-anchor\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M21.8,8.001c0,0-0.195-1.378-0.795-1.985c-0.76-0.797-1.613-0.801-2.004-0.847c-2.799-0.202-6.997-0.202-6.997-0.202 h-0.009c0,0-4.198,0-6.997,0.202C4.608,5.216,3.756,5.22,2.995,6.016C2.395,6.623,2.2,8.001,2.2,8.001S2,9.62,2,11.238v1.517 c0,1.618,0.2,3.237,0.2,3.237s0.195,1.378,0.795,1.985c0.761,0.797,1.76,0.771,2.205,0.855c1.6,0.153,6.8,0.201,6.8,0.201 s4.203-0.006,7.001-0.209c0.391-0.047,1.243-0.051,2.004-0.847c0.6-0.607,0.795-1.985,0.795-1.985s0.2-1.618,0.2-3.237v-1.517 C22,9.62,21.8,8.001,21.8,8.001z M9.935,14.594l-0.001-5.62l5.404,2.82L9.935,14.594z\"><\/path><\/svg><span class=\"wp-block-social-link-label\">YouTube<\/span><\/a><\/li>\n\n<li class=\"wp-social-link wp-social-link-facebook  wp-block-social-link\"><a rel=\"noopener nofollow\" target=\"_blank\" href=\"https:\/\/facebook.com\/bestsoln\" class=\"wp-block-social-link-anchor\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M12 2C6.5 2 2 6.5 2 12c0 5 3.7 9.1 8.4 9.9v-7H7.9V12h2.5V9.8c0-2.5 1.5-3.9 3.8-3.9 1.1 0 2.2.2 2.2.2v2.5h-1.3c-1.2 0-1.6.8-1.6 1.6V12h2.8l-.4 2.9h-2.3v7C18.3 21.1 22 17 22 12c0-5.5-4.5-10-10-10z\"><\/path><\/svg><span class=\"wp-block-social-link-label\">Facebook<\/span><\/a><\/li>\n\n<li class=\"wp-social-link wp-social-link-instagram  wp-block-social-link\"><a rel=\"noopener nofollow\" target=\"_blank\" href=\"https:\/\/www.instagram.com\/bestsoln\" class=\"wp-block-social-link-anchor\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M12,4.622c2.403,0,2.688,0.009,3.637,0.052c0.877,0.04,1.354,0.187,1.671,0.31c0.42,0.163,0.72,0.358,1.035,0.673 c0.315,0.315,0.51,0.615,0.673,1.035c0.123,0.317,0.27,0.794,0.31,1.671c0.043,0.949,0.052,1.234,0.052,3.637 s-0.009,2.688-0.052,3.637c-0.04,0.877-0.187,1.354-0.31,1.671c-0.163,0.42-0.358,0.72-0.673,1.035 c-0.315,0.315-0.615,0.51-1.035,0.673c-0.317,0.123-0.794,0.27-1.671,0.31c-0.949,0.043-1.233,0.052-3.637,0.052 s-2.688-0.009-3.637-0.052c-0.877-0.04-1.354-0.187-1.671-0.31c-0.42-0.163-0.72-0.358-1.035-0.673 c-0.315-0.315-0.51-0.615-0.673-1.035c-0.123-0.317-0.27-0.794-0.31-1.671C4.631,14.688,4.622,14.403,4.622,12 s0.009-2.688,0.052-3.637c0.04-0.877,0.187-1.354,0.31-1.671c0.163-0.42,0.358-0.72,0.673-1.035 c0.315-0.315,0.615-0.51,1.035-0.673c0.317-0.123,0.794-0.27,1.671-0.31C9.312,4.631,9.597,4.622,12,4.622 M12,3 C9.556,3,9.249,3.01,8.289,3.054C7.331,3.098,6.677,3.25,6.105,3.472C5.513,3.702,5.011,4.01,4.511,4.511 c-0.5,0.5-0.808,1.002-1.038,1.594C3.25,6.677,3.098,7.331,3.054,8.289C3.01,9.249,3,9.556,3,12c0,2.444,0.01,2.751,0.054,3.711 c0.044,0.958,0.196,1.612,0.418,2.185c0.23,0.592,0.538,1.094,1.038,1.594c0.5,0.5,1.002,0.808,1.594,1.038 c0.572,0.222,1.227,0.375,2.185,0.418C9.249,20.99,9.556,21,12,21s2.751-0.01,3.711-0.054c0.958-0.044,1.612-0.196,2.185-0.418 c0.592-0.23,1.094-0.538,1.594-1.038c0.5-0.5,0.808-1.002,1.038-1.594c0.222-0.572,0.375-1.227,0.418-2.185 C20.99,14.751,21,14.444,21,12s-0.01-2.751-0.054-3.711c-0.044-0.958-0.196-1.612-0.418-2.185c-0.23-0.592-0.538-1.094-1.038-1.594 c-0.5-0.5-1.002-0.808-1.594-1.038c-0.572-0.222-1.227-0.375-2.185-0.418C14.751,3.01,14.444,3,12,3L12,3z M12,7.378 c-2.552,0-4.622,2.069-4.622,4.622S9.448,16.622,12,16.622s4.622-2.069,4.622-4.622S14.552,7.378,12,7.378z M12,15 c-1.657,0-3-1.343-3-3s1.343-3,3-3s3,1.343,3,3S13.657,15,12,15z M16.804,6.116c-0.596,0-1.08,0.484-1.08,1.08 s0.484,1.08,1.08,1.08c0.596,0,1.08-0.484,1.08-1.08S17.401,6.116,16.804,6.116z\"><\/path><\/svg><span class=\"wp-block-social-link-label\">Instagram<\/span><\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Introduction If you&#8217;ve been keeping an eye on the tech market lately, you might have noticed Oracle&#8217;s stock doing something pretty wild. Despite missing Wall Street&#8217;s expectations on its latest quarterly earnings, the shares jumped over 28% in after-hours trading,&#8230;<\/p>\n","protected":false},"author":1,"featured_media":112875,"comment_status":"open","ping_status":"open","sticky":false,"template":"single-post-with-right-sidebar","format":"standard","meta":{"googlesitekit_rrm_CAow1snDDA:productID":"","MSN_Categories":"Uncategorized","MSN_Publish_Option":false,"MSN_Is_Local_News":false,"MSN_Is_AIAC_Included":"Empty","MSN_Location":"[]","MSN_Add_Feature_Img_On_Top_Of_Post":false,"MSN_Has_Custom_Author":false,"MSN_Custom_Author":"","MSN_Has_Custom_Canonical_Url":false,"MSN_Custom_Canonical_Url":"","footnotes":""},"categories":[1759,6],"tags":[2963,2965,2959,758,2961],"class_list":["post-112836","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-stock-market","tag-oracle","tag-oracle-cloud-infrastructure","tag-oracle-stock","tag-stock-market","tag-stock-news"],"jetpack_featured_media_url":"https:\/\/bestsoln.com\/web\/wp-content\/uploads\/2025\/09\/Oracle-Stock-9-scaled.png","_links":{"self":[{"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/posts\/112836","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/comments?post=112836"}],"version-history":[{"count":30,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/posts\/112836\/revisions"}],"predecessor-version":[{"id":112876,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/posts\/112836\/revisions\/112876"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/media\/112875"}],"wp:attachment":[{"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/media?parent=112836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/categories?post=112836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bestsoln.com\/web\/wp-json\/wp\/v2\/tags?post=112836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}