Oracle's stock opened on a massive bullish note due to several key reasons tied to its latest business developments and market outlook:
Huge Growth Forecasts Driven by AI-Cloud Deals
Oracle announced an aggressive growth outlook for its cloud infrastructure division, projecting booked revenue from Oracle Cloud Infrastructure to exceed $500 billion over the next five years. This is largely driven by booming demand for AI-related cloud infrastructure, including a significant $300 billion, five-year cloud contract with OpenAI and other multibillion-dollar deals. This fueled investor optimism about Oracle's position as a key AI-cloud leader.
Record-Breaking Stock Performance
Oracle’s shares surged approximately 36% in a single trading session on September 10-11, 2025, the largest one-day jump since 1992, adding roughly $247 billion to its market value and pushing valuation close to the $1 trillion mark. This historic performance reflects confidence in Oracle’s AI cloud business expansion.
Strong Backlog and Revenue Growth
Oracle’s Remaining Performance Obligations (RPO) jumped to $455 billion, up more than fourfold year-over-year, signaling a massive backlog of future revenue. Additionally, Oracle’s recent fiscal results showed strong growth in cloud services and license support revenue.
Market-wide AI Optimism
Investors rewarded Oracle amid a broader wave of enthusiasm for AI-driven tech companies, lifting major indices like the S&P 500 and Nasdaq. The AI-cloud infrastructure demand surge reinforced expectations of sustained revenue growth and market leadership.
Summary
Oracle’s massive bullish open is primarily due to its transformational AI-cloud contracts, spectacular revenue backlog growth, and a historic rise in stock valuation. The market views Oracle as a frontrunner in the expanding AI infrastructure space, driving a surge in investor confidence and buying activity.
ALLOW PRICE TO RETEST AND GO LONG
#ORACLE #STOCKS
Huge Growth Forecasts Driven by AI-Cloud Deals
Oracle announced an aggressive growth outlook for its cloud infrastructure division, projecting booked revenue from Oracle Cloud Infrastructure to exceed $500 billion over the next five years. This is largely driven by booming demand for AI-related cloud infrastructure, including a significant $300 billion, five-year cloud contract with OpenAI and other multibillion-dollar deals. This fueled investor optimism about Oracle's position as a key AI-cloud leader.
Record-Breaking Stock Performance
Oracle’s shares surged approximately 36% in a single trading session on September 10-11, 2025, the largest one-day jump since 1992, adding roughly $247 billion to its market value and pushing valuation close to the $1 trillion mark. This historic performance reflects confidence in Oracle’s AI cloud business expansion.
Strong Backlog and Revenue Growth
Oracle’s Remaining Performance Obligations (RPO) jumped to $455 billion, up more than fourfold year-over-year, signaling a massive backlog of future revenue. Additionally, Oracle’s recent fiscal results showed strong growth in cloud services and license support revenue.
Market-wide AI Optimism
Investors rewarded Oracle amid a broader wave of enthusiasm for AI-driven tech companies, lifting major indices like the S&P 500 and Nasdaq. The AI-cloud infrastructure demand surge reinforced expectations of sustained revenue growth and market leadership.
Summary
Oracle’s massive bullish open is primarily due to its transformational AI-cloud contracts, spectacular revenue backlog growth, and a historic rise in stock valuation. The market views Oracle as a frontrunner in the expanding AI infrastructure space, driving a surge in investor confidence and buying activity.
ALLOW PRICE TO RETEST AND GO LONG
#ORACLE #STOCKS
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.