Oracle’s stock (ORCL) experienced a historic rally today, surging as much as 42% following news of unprecedented demand for its AI-driven cloud infrastructure and record-breaking contract wins. This marks Oracle’s largest single-day gain since the 1990s and sets a record for companies with market capitalizations exceeding $500 billion.
Key Developments
Oracle announced its fiscal first-quarter results, revealing four new multibillion-dollar contracts, including major AI and cloud clients. The company’s backlog of remaining performance obligations (RPO) grew by 359% year-over-year to $455 billion, and guidance for fiscal 2026 anticipates $18 billion in cloud infrastructure revenue, accelerating to $144 billion annually by fiscal 2030. Investor enthusiasm remains high due to the scope of Oracle’s new cloud contracts and its strengthened position in AI and cloud services.
Stock Performance
Today, Oracle shares soared as high as $341.93, reflecting optimism about its AI strategy and cloud transformation. Over the last 12 months, the stock has appreciated approximately 74%–94%, with more than half the gain realized in the first half of 2025 as Oracle revealed its visionary outlook and secured transformative deals.
Industry Context
Oracle is emerging as a major infrastructure backbone for clients training and deploying large AI models, benefiting from aggressive hardware acquisitions (notably Nvidia (NVDA) GPUs) and proprietary networking technology. These advances put Oracle on competitive footing with Microsoft, Amazon, and Google in the booming AI cloud market. The company is now the 10th most valuable in the S&P 500, driven by analyst upgrades and a bullish industry outlook. Oracle’s transformation additionally signals growing investor conviction that the company will be at the center of the next wave of technology innovation, powered by AI and cloud infrastructure.
Sources
- https://www.cnbc.com/2025/09/10/oracle-stock-cloud-backlog-ai.html
- https://www.reuters.com/business/oracle-shares-rise-31-500-billion-cloud-revenue-prospects-2025-09-10/
- https://finance.yahoo.com/news/oracle-stock-soars-after-ceo-says-ai-fueled-cloud-revenue-set-to-jump-to-144-billion-154530523.html
- https://www.aol.com/articles/why-oracle-stock-skyrocketed-higher-145547614.html
- https://www.morningstar.com/news/marketwatch/20250910201/oracles-stock-is-doing-something-never-seen-before-on-wall-street-inside-the-historic-move
- https://www.forbes.com/sites/petercohan/2025/09/10/oracle-stock-up-94-on-growth-forecast-learn-whether-to-buy-orcl/
- https://seekingalpha.com/news/4493759-oracle-becomes-10th-most-valuable-company-in-s-and-p
- https://www.wsj.com/business/earnings/oracle-stock-orcl-ai-deals-047216cd
- https://www.marketwatch.com/investing/stock/orcl/analystestimates
- https://finance.yahoo.com/quote/ORCL/history/
- https://investor.oracle.com/stock-information/default.aspx
- https://finance.yahoo.com/quote/ORCL/
