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Oracle cloud revenue more than doubles

Oracle cloud revenue more than doubles as AI demand drives growth

Sales in Oracle Corp.’s cloud infrastructure business more than doubled as demand for artificial intelligence services continued to surge.

· 1d · on MSN

Oracle posts higher profit, revenue on continued cloud infrastructure strength

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Oracle Stock Jumps as AI Demand Drives Cloud Revenues Higher

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Why Oracle’s New Data Platform Matters

Good morning. The headline numbers in Oracle ’s first-quarter earnings report were impressive enough, sparking a turnaround in its stock.

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How Oracle shook off fears about AI spending, sending its stock higher

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Oracle rises as AI-fueled backlog growth deflects spending worries

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Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%

Oracle shares were up 7% after the company reported 121% growth in cloud infrastructure revenue in its first-quarter earnings release, apparently easing Wall Street fears about whether data center spe...

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Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying

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Oracle's quarterly revenue beats estimates as AI boom drives cloud demand

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Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4%

Oracle Corporation (NYSE:ORCL | ORCL Price Prediction) stock is up 7% to $164.25 in Friday morning trading, following the company’s fiscal first-quarter earnings release after the close on Thursday. The reaction is Oracle’s sharpest single-session move to an earnings report in recent memory,

StockStory.org on MSN

ORCL Q3 deep dive: Cloud infrastructure and AI demand drive margin expansion

Enterprise software giant Oracle (NYSE:ORCL) announced in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter’s revenue to be around $21.2 billion, close to analysts’ estimates.

Prediction: Oracle's $638 Billion Cloud Infrastructure Backlog Could Make It One of the Best-Performing AI Stocks Through 2028

Oracle has underperformed the tech sector over the past year, but its fortunes can turnaround thanks to a robust revenue pipeline.

Blockonomi

Micron (MU) Stock Rises as Oracle’s Cloud Boom Signals Strong AI Chip Demand

Micron (MU) stock gained 0.8% after Oracle's cloud revenue surged 121%. Memory chip prices expected to climb 20% amid supply constraints through 2027.

diginomica

Co-CEOs talk down CapEx concerns as infrastructure build-out rolls on at the end of another strong quarter for Oracle

As for the ongoing infrastructure expansion program, Oracle added 850 megawatts of data center capacity in the quarter. Co-CEO Clay Magouyrk said delivery was almost 3x what had been seen in the previous quarter and 73% of the total for last year in Q1 alone:

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Oracle stock could hit $400, but it’s still not a top AI infrastructure pick

In short, while Oracle stock remains a key ecosystem participant, he views the firm’s weaker credit rating due to debt burden and negative free cash flow ($5.4 billion in Q1) as reasons enough to put MSFT, GOOGL, and AMZN ahead of ORCL.