Oracle9s AI-Driven Cloud Rally: A Bullish Market Context

about 2 months ago

Ed Elson

"Oracle's spectacular rally drove up stocks like CoreWeave, TSMC, Broadcom, AMD, and NVIDIA. Oracle posted its best one-day gain since 1992 with shares surging 36% on robust earnings and upbeat revenue guidance. Since our March podcast, Oracle has tripled in price and is up 98% year-to-date, making it an exciting day to be an Oracle investor."

The discussion highlights Oracle's record-breaking earnings report and its massive AI-related contract components, including a $300 billion compute deal with OpenAI. With quantitative data such as a 36% surge on the day, tripling since March, and a 98% YTD increase, the thesis centers on Oracle being uniquely positioned in the cloud space as the only major provider not developing its own LLMs. Investors can view this as a bullish market context for Oracle (assumed ticker ORCL) within the evolving AI and cloud revenue dynamics.

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