Oracle Adds $190 Billion in Value as Strong Cloud Outlook Boosts AI Optimism

Oracle Corp. shares surged to an all-time high after the tech giant delivered an aggressive outlook for its cloud business, reinforcing investor confidence in the accelerating global artificial intelligence (AI) infrastructure build-out.

Oracle stock surges on cloud growth and AI optimism, boosting market value.

The company’s stock jumped 28% in after-hours trading, positioning Oracle to add nearly $190 billion in market value if momentum continues through Wednesday’s session. Analysts say the results underscore how demand for cloud computing and AI-related services is reshaping the technology and finance sectors.

AI and Cloud Drive Oracle’s Record Rally

Oracle’s upbeat forecast highlights the growing role of cloud platforms as the backbone of AI adoption, particularly in the post-ChatGPT era where companies worldwide are racing to expand computing capacity.

• Cloud business expansion: Oracle projected stronger-than-expected growth across its infrastructure and software services.
• AI boost: The surge reflects heightened demand from enterprises investing in AI-driven applications.
• Investor sentiment: Wall Street analysts described the outlook as a “blowout,” signaling confidence in Oracle’s ability to challenge rivals like Amazon Web Services and Microsoft Azure.

Ripple Effect on AI Stocks

The optimism extended beyond Oracle. AI-related stocks such as Nvidia Corp., a leading chipmaker powering advanced AI workloads, and its Asian suppliers also rallied on the news. Investors view Oracle’s results as evidence of broader momentum across the tech sector, where AI infrastructure investment is becoming a multi-trillion-dollar opportunity.

Oracle's Rally Reshapes the Market

With this record surge, Oracle is increasingly positioning itself at the center of the AI and cloud computing revolution. Market analysts predict that the company’s financial performance could reshape investment strategies across technology, cloud computing, and financial markets in the months ahead.

Oracle’s latest rally reinforces a broader trend: as AI accelerates, companies providing the backbone of computing—cloud services, chips, and infrastructure—are emerging as some of the most valuable players in global finance.

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