Below is a tweet about how Larry Ellison’s ownership in Oracle has risen from 24 percent to over 40 percent thanks to the company’s own share buybacks. The share count has halved since 2004.
According to Mizuho’s analysis, Oracle has a strong position in the AI market, which reportedly supports rapid revenue and earnings growth in the coming years.
The target price was raised to $300.
Larry Ellison stated that Temu is a very large and fast-growing company that is practically moving its entire infrastructure to Oracle Cloud. This was a significant deal for his company.
He emphasized that the demand for multi-cloud services is growing rapidly because Oracle databases can now also be used on different cloud platforms, such as through Microsoft Azure, which further increases their attractiveness.
Oracle has massively increased its investments in cloud and AI infrastructure from 0.8 billion dollars in 2021 to as much as 9 billion (Q2/2025).
The company aims to challenge Amazon, Microsoft, and Google in the cloud market.
2 Likes
Tonight’s earnings release is really interesting. Analysts’ expectations are EPS $1.15 and revenue $15.0 billion. I suspect these will likely be exceeded, but what is said about the future will probably determine where the stock price heads - as usual.
1 Like
Oracle reported strong growth in cloud services, even though the traditional side was weaker. Cloud-based infrastructure and applications performed particularly well, and the company’s contract backlog swelled to a historically large size.
CEO Safra Catz stated that large contracts had accelerated development and predicted that demand for cloud services would continue to rise in the coming years.
CTO Larry Ellison, in turn, emphasized the rapid growth of multi-cloud solutions in collaboration with major cloud service providers. Oracle is preparing to introduce a new AI Database service, which brings the power of large language models directly to customer data itself. According to Ellison, AI will revolutionize the demand for cloud services and create long-term growth prospects for the company’s business.
https://x.com/earnings_guy/status/1965506846875062745
Company’s Own Materials
Here’s some fancy visualization for your eyes 
https://x.com/EconomyApp/status/1965515100552585362
3 Likes
A strong jump in the stock in after-hours trading. The company practically expects massive growth in the cloud, with revenue expected to be $18 billion this year, but $144 billion by 2030! 
Oracle (ORCL) stock jumped more than 25% in after-hours trading Tuesday as the software giant said its AI-fueled cloud revenue is set to jump to $144 billion by its 2030 fiscal year — a massive leap from the company’s projection of less than $20 billion for the business in its current fiscal year.
“We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year — and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years,” said CEO Safra Catz in a statement Tuesday.
This growth in demand for cloud capacity caused by AI demand is such a logical outcome, but it’s funny how this didn’t immediately come to mind when ChatGPT was released in 2022.
6 Likes
Here is a recent tweet thread about Oracle, in the style of Visio Wealth Management.
The thread discusses Oracle’s wild stock surge, including what’s causing it and what the company’s future looks like.
https://x.com/visiofunds/status/1965708935442350161
 decision were discussed, as experienced employees moved to Oracle. However, Oracle’s rapid rise has been surprising - even to industry followers.
https://x.com/danielnewmanUV/status/1966905729555816495
3 Likes
Jussi Halme has just made a video about Oracle.
September 2025 will go down in stock market history as the moment Oracle once again rose to the center of the world. The company, known as a pioneer in database systems, has successfully transformed its position into an artificial intelligence and cloud services giant. At the same time, its founder Larry Ellison briefly became the richest person in the world with a fortune of nearly 400 billion dollars. But what exactly is Oracle? Why has its stock risen historically sharply, and what does its gigantic OpenAI deal say about the power dynamics of the entire technology sector? And what should a Finnish investor think about all this? In this video, we dive into Oracle’s history, its latest transformation as an AI infrastructure provider, and its opportunities and risks as an investment. Is Oracle a winner of a new era – or a bubble that could burst as quickly as it rose?
Credit rating agency Moody’s also flags risks related to OpenAI.
2 Likes
Oracle’s stock rose as the White House confirmed the company’s involvement in a consortium that will take control of TikTok’s US operations. In the new joint venture, American investors will have a majority stake and ByteDance less than 20 percent. Oracle will be responsible for data security and the transfer of the algorithm to US oversight.
Today, Oracle also announced management changes: long-time CEO Safra Catz will transition to Vice Chair of the board, and two new CEOs, Clay Magouyrk and Mike Sicilia, will be appointed in her place.
According to analysts, at least, the TikTok collaboration strengthens Oracle’s position in cloud services.
Analysts have told Yahoo Finance that Oracle’s involvement in such a deal is seen as a positive for the software company because it allows it to continue its partnership with TikTok, storing the app’s American user data. That deal accounted for 5% of the revenue seen by OCI in its 2025 fiscal year, MorningStar analyst Luke Yang estimated.
1 Like
NVIDIA invests 100 billion in OpenAI so it can afford to build a massive data center.
The risk I previously raised about OpenAI’s solvency cannot, of course, materialize if the megatechs themselves fund it to buy their cards (in NVIDIA’s case) and data center capacity (e.g., in Microsoft’s and Oracle’s case, although Oracle has not, to my knowledge, invested in OpenAI).
7 Likes
Credit rating agencies maintained their ratings on Oracle at a stable level, even though the company is heavily investing in AI infrastructure. S&P warns, among other things, of increasing indebtedness, as investments could exceed $60 billion by 2028.
Moody’s and Fitch remind of Oracle’s strong market position, but see weak cash flow and high debt leverage as risks. However, $300 billion AI contracts could, perhaps, turn the tide in the long run.
The main message of the tweet is probably that Oracle has huge demand for AI services.
According to Larry Ellison, the company received an order where a customer wants all available capacity, regardless of location. The order likely illustrates the unprecedented pace of the AI boom.
More about this in the tweet below.
https://x.com/fiscal_ai/status/1974112259644486083
Let’s put this here too:
https://x.com/fiscal_ai/status/1974897398985211967
1 Like
Nvidia CEO Jensen Huang was not concerned about the news that Oracle is making little profit from renting Nvidia chips to customers.
He believes that new technologies may initially be unprofitable, but in the long run, they will be very profitable, or so he claims. Huang also said that AI-powered data centers are enormously complex and that Oracle has plenty of demand.
3 Likes
Baird estimates that Oracle is in a strong position as AI, data, and cloud services gain ground.
In their opinion, the company is in the midst of a major technological disruption and is able to leverage the opportunities (and challenges) it offers better than many competitors.
Oracle’s cloud services are growing rapidly, and revenue is expected to increase by over a fifth annually. Still, risks include heavy investments in data centers and, of course, intensifying competition with other tech giants.