Oracle investors are on cloud nine today as the stock reached record heights. The company's fourth-quarter earnings results beat expectations yesterday and projected even more gains in cloud infrastructure.
Oracle will be among the first hyperscalers to offer an AI supercomputer with AMD Instinct MI355X GPUs OCI to deploy new zettascale AI cluster with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale AUSTIN, Texas and SANTA CLARA, Calif. , June 12, 2025 /PRNewswire/ -- Oracle and AMD today announced that AMD Instinct™ MI355X GPUs will be available on Oracle Cloud Infrastructure (OCI) to give customers more choice and more than 2X better price-performance for large-scale AI training and inference workloads compared to the previous generation.
Oracle Corporation delivered strong Q4 results, beating expectations with double-digit revenue growth and robust demand for its cloud infrastructure business. Investments in AI and cloud are translating into real growth, evidenced by surging RPO and management's confident guidance for FY26 revenue acceleration. Despite operational strength and momentum, Oracle's valuation now limits upside, prompting my rating downgrade from Buy to Hold.
Oracle Corp (NYSE:ORCL, ETR:ORC) shares surged more than 14% to a record high of $201.72 on Wednesday, as analysts praised the software giant's accelerating cloud growth and massive deal backlog, despite concerns over rising capital expenditures and margin pressure. Oracle reported 11% revenue growth for the fourth quarter, up from 8% the previous quarter, and lifted its full-year 2026 revenue growth guidance to 16%.
Analysts say Oracle's spending forecast and business commitments suggest more momentum ahead.
U.S. equities were mixed and little changed at midday as another key measure of inflation, the Producer Price Index (PPI), came in lower than expected. The S&P 500 and Nasdaq advanced, while the Dow Jones Industrial Average was lower.
ORCL jumps as cloud-fueled AI demand lifts Q4 results and outlook, boosting tech ETFs with top Oracle exposure.
ORCL's fiscal fourth-quarter results reflect strength in the cloud infrastructure segment and support for AI workloads.
Oracle NYSE: ORCL has been speaking to the markets for the last two years, and it is time to start listening. The rise of AI has altered its trajectory so significantly that its share price is expected to rise by triple digits over the next year or two.
Oracle Corp (NYSE:ORCL) stock is up 10.4% to trade at $194.64 at last check, after the cloud computing giant reported a fourth-quarter earnings and revenue beat.
Seekr chooses OCI AI Infrastructure and AMD GPUs to rapidly deploy secure, transparent enterprise AI, and develop next-gen vision-language foundation models AUSTIN, Texas , June 12, 2025 /PRNewswire/ -- Seekr, an artificial intelligence company focused on delivering trusted AI, has entered a multi-year agreement with Oracle Cloud Infrastructure (OCI) to rapidly accelerate enterprise AI deployments, and execute a joint go-to-market strategy. In addition, Seekr is leveraging OCI to expand its multi-node training capabilities for the next-generation of large language models (LLMs) and AI agents that are optimized for edge deployments and vision-language foundation model training.
Oracle (NYSE:ORCL) recently announced its fourth-quarter results, surpassing Wall Street's expectations. The company reported earnings of $1.70 per share on sales of $15.9 billion, exceeding consensus estimates of $1.64 and $15.6 billion, respectively.