Huge pop after reporting some crazy cloud numbers. Reporting a whopping %359 increase in performance obligations from last year, worth a total of $455 billion.
https://www.cnbc.com/2025/09/10/oracle-stoc...
That sound to me like a major player is lift-and-shifting their operation into Oracle cloud. Wonder who it is (TikTok?)
Oracle
ORCL
NYSE
IPO1986
about ORCL
Oracle is a global technology company that provides a comprehensive suite of enterprise software, cloud computing services (SaaS, PaaS, IaaS), and hardware systems, primarily known for its powerful database management systems, all designed to help businesses manage and analyze data, streamline operations, and drive digital transformation.
| type | open | high | low |
market cap |
volume |
|---|---|---|---|---|---|
| stock | $306.45 | $307.03 | $299.39 | $830.29B | 19.67M |
| eps |
price to earnings |
price to sales |
operating margin |
profit margin |
yield |
| +$1.04 | 77.14 | 58.78 | 28.65% | 19.61% | 0.66% |
akaChuck
3 days ago
Could just be OpenAI and/or Anthropic recognizing they cannot keep expanding in their existing providers. Both are struggling with reliability right now - with Anthropic regularly going unavailable and OpenAI lowering model quality during peak hours to shed load.
OpenAI expands deal with Oracle to develop an additional 4.5 gigawatts of capacity in Stargate data centers. OpenAI alleges the additional capacity will create over 100k jobs across construction and operational roles right here in the U.S.
https://www.cnbc.com/2025/07/22/openai-orac...
Oracle showing up to the AI arms race is like bringing a garden hose to a gun fight. Every other company has their own LLMs and GPU clusters, and Oracle’s over here trying to upsell cloud storage like it’s still 2014. At this point, their AI strategy feels less “artificial intelligence” and more “actual irrelevance.”