Oracle Corporation (ORCL)
Oracle's stock rises as Wall Street's AI profitability concerns are put to rest
The tech giant raised its long-term financial targets and projected strong cloud margins, reassuring investors that its massive AI spending spree is on a path to profitability
Oracle lefts long-term Cloud forecast to $166B by fiscal 2030, shares rise
Oracle Corp (NYSE:ORCL, ETR:ORC) shares added 3% after the company updated its long-term forecast for its cloud infrastructure business, projecting revenue to reach $166 billion by fiscal 2030, a significant increase from the expected $10 billion in fiscal 2025. The outlook, announced by CEO Clay Magouyrk during Oracle's Financial Analyst Meeting at CloudWorld 2025, represents a projected compound annual growth rate (CAGR) of 75% over the next five years.
Oracle: The Beginning Of A Long Rally
Oracle has reinvented itself as a leading AI infrastructure platform, driving a significant surge in share price and market relevance. ORCL's cloud segment, including Oracle Cloud Infrastructure, is fueling accelerated revenue growth and is expected to nearly 10x over the next five years. The backlog has reached unprecedented levels, positioning ORCL as a potential contender to overtake even Microsoft in the AI-driven enterprise space.
Oracle Co-CEOs Defend Massive Data-Center Expansion, Plan to Offer AI Ecosystem
Freshly appointed dual chief executives Clay Magouyrk and Mike Sicilia push back on concerns over Oracle's margins as investors examine AI bubble.
Oracle to deploy 50,000 AMD AI chips, challenging Nvidia's dominance
Oracle Corp (NYSE:ORCL, ETR:ORC) Cloud Infrastructure on Tuesday unveiled plans to deploy 50,000 Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) Instinct MI450 AI processors starting in the second half of 2026, signaling a major expansion of its partnership with the chipmaker. The MI450 chips are AMD's first designed for rack-scale configurations, allowing up to 72 processors to work together to support advanced artificial intelligence workloads.
Oracle and AMD expand AI partnership to keep up with demand
Oracle and Advanced Micro Devices are expanding their partnership with the deployment of 50,000 AMD graphic processing units beginning in the third quarter of 2026 with further expansion to follow.
Wall Street Bulls Look Optimistic About Oracle (ORCL): Should You Buy?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Oracle Will Deploy AMD's AI Chips—Challenging Nvidia
AMD's expanded partnership with Oracle follows a multibillion-dollar deal announced last week between the chipmaker and OpenAI. As part of the deal, OpenAI will acquire and deploy 6 gigawatts of AMD's AI chips, starting with a 1-gigawatt deployment in 2026, and AMD will issue OpenAI a warrant for up to 160 million shares.
Oracle to Deploy 50,000 Chips From Advanced Micro Devices. AMD Stock Is Rising.
Advanced Micro Devices and Oracle will begin deploying chips in the third quarter of 2026.
Oracle, AMD Partner on New AI Chip Deal
Tech companies extend their deal sprees for data-center deployments into 2027 and beyond
Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026. The move is the latest sign that cloud companies are increasingly offering AMD's GPUs as an alternative to Nvidia's market-leading GPUs for artificial intelligence.
Oracle CEO Magouyrk: ‘Of course' OpenAI can pay $60 billion per year
Oracle CEOs Clay Magouyrk and Mike Sicilia sit down with CNBC's David Faber to discuss the company's partnership with OpenAI, the surge in AI infrastructure demand, and how Oracle is managing risk as the AI boom accelerates.
