Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI-ready database solutions uniquely position it ahead of competitors, enabling large deals even with customers committed to other cloud providers. Valuation remains attractive versus peers like AWS and Azure, with Oracle delivering faster cloud growth, and a solid dividend yield.
Oracle is rapidly expanding data center capacity with a $25B capital outlay, positioning itself as a leading enterprise cloud and AI infrastructure provider. Enterprise adoption of GenAI and agentic AI is fueling massive data growth, driving strong demand for Oracle's cloud and autonomous database services. Despite justified premium valuation, I recommend patience and waiting for price weakness before building a position; I recently reduced my own holdings.
Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Fireworks AI, Hedra, Numenta, and Soniox experience accelerated performance and cost efficiency with Oracle Cloud Infrastructure AUSTIN, Texas , June 18, 2025 /PRNewswire/ -- AI innovators across the world are using Oracle Cloud Infrastructure (OCI) AI infrastructure and OCI Supercluster to train AI models and deploy AI inference and applications. Fireworks AI, Hedra, Numenta, Soniox, and hundreds of other leading AI innovators have selected OCI for its scalability, performance, cost efficiency, choice of compute instances, and control over where to run their AI workloads.
With market volatility intensifying amid ongoing geopolitical tensions in the Middle East, several stocks are flashing warning signs.
ORCL ramps up AI cloud power with AMD GPUs, fueling 62% OCI revenue growth and a $25B investment push for 2026.
Oracle (ORCL) wants to help aspiring defense contractors make deals with the Pentagon.
LONDON, June 17, 2025 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (Nasdaq: ARQQ) (“Arqit” or the “Company”), a global leader in quantum-safe encryption, today announced it has been selected as a member of the newly established Oracle Defense Ecosystem, a first-of-its-kind global initiative to redefine the delivery of defense and government technology innovation, at the Oracle Defense Tech Summit. Taking place in Austin, Texas, on Tuesday 17 June, the event brings together members of the global defense community, as well as Oracle experts and partners to explore how innovative and emerging technologies can drive modernisation and address critical challenges in a dynamic and uncertain global security landscape.
The mobile technology enables access to vital patient information regardless of network connectivity and location AUSTIN, Texas , June 17, 2025 /PRNewswire/ -- Oracle today announced the general availability of Oracle Health Community Care, a cloud-based mobile extension of the Oracle Health Foundation electronic health record (EHR). The new offering enables caregivers to securely access and update comprehensive patient charts regardless of network connectivity, so nurses, therapists, dieticians, social workers, and physicians have the information they need to perform in-home patient visits, provide care in mobile clinics, or undertake emergency interventions.
Customers can now harness Grok models via OCI Generative AI service to tackle complex problems Powered by OCI AI infrastructure, Grok models will leverage OCI Compute instances with significant price-performance and scalability advantages AUSTIN, Texas , June 17, 2025 /PRNewswire/ -- xAI has selected Oracle to offer xAI's Grok models via Oracle Cloud Infrastructure (OCI) Generative AI service for a wide range of use cases, including content creation, research, and business process automation. xAI will also leverage the scalability, performance, and cost efficiency of OCI's leading AI infrastructure to train and run inferencing for its next-generation Grok models.
New industry coalition gives defense technology innovators unprecedented access to national security delivery channels AUSTIN, Texas , June 17, 2025 /PRNewswire/ -- Oracle Defense Tech Summit -- Oracle today announced the Oracle Defense Ecosystem, a first-of-its-kind global initiative to redefine the delivery of defense and government technology innovation. The ecosystem is designed to strengthen U.S. and allied national security and help accelerate the disruptive potential of emerging defense technology by creating new opportunities for defense innovators to leverage the latest cloud and AI technologies.
Oracle Compute Cloud@Customer Isolated manages classified workloads to support mission success AUSTIN, Texas , June 17, 2025 /PRNewswire/ -- Oracle Defense Tech Summit -- Oracle today announced Oracle Compute Cloud@Customer Isolated, a secure, sovereign compute cloud service that can be disconnected from the internet, providing governments and regulated industries the required level of security and control for confidential data. For governments, ministries of defense, and intelligence agencies, as well as telecommunications and healthcare organizations, Oracle Compute Cloud@Customer Isolated is designed to help minimize risks of attacks, adhere to stringent regulations, and support national security.