ORACLE

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
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