Oracle reported a 30% year-over-year revenue increase in Q1 to $19.35 billion, surpassing expectations and accelerating from the previous quarter. The growth was fueled by strong demand for infrastructure services and $30 billion in new AI contracts secured without additional capital investment. GPU utilization reached 97.9%, and contract renewals came at a 20% premium, indicating robust business momentum. These factors support a positive outlook for sustained growth and margin expansion, leading to a reiterated buy rating for Oracle.
Oracle's market capitalization stands at $438.87 billion as of Oct 08, 2026, 02:31 WIB, reflecting its significant presence in the technology sector. The stock price on Pluang is USD 143.85, down 0.63% in the last day, while the dividend yield remains at 1.38%. Trading volume is active at 19,139,489 shares, with a typical hold time of 72 days, and current order activity shows a 60% sell and 40% buy split, indicating mixed investor sentiment despite the company's strong earnings report.
Oracle Cloud Infrastructure (OCI) revenue surged 121% to $7.388 billion, growing three times faster than Amazon Web Services (AWS), which posted $42.232 billion with 37% growth. Despite OCI's rapid expansion and strong GPU usage, AWS maintains a mass...
Nebius stock surged 9% following an AI inference deal with undisclosed terms, highlighting investor confidence in future contracted demand despite its high 197x trailing earnings multiple. The company acquired Inferize, a startup that reduces GPU idl...
Dario Amodei, CEO of AI firm Anthropic, earned $18 million in 2025, mainly from stock and options, ahead of the company's planned IPO potentially valuing it over $2 trillion. His pay surpasses CEOs of Alphabet and Amazon but is less than Oracle and N...
Oracle is rapidly transforming into a cloud infrastructure leader, thanks to its growing partnership with OpenAI and strong infrastructure revenue growth. The company reported a 30% year-over-year revenue increase and a 121% rise in cloud infrastruct...
Oracle director Stephen Rusckowski purchased $3.5 million in Oracle shares, signaling insider confidence despite the stock's nearly 30% drop in 2026. This follows Oracle founder Larry Ellison canceling a large share sale, reinforcing positive insider...
