By Bram Berkowitz
Publication Date: 2025-12-05 17:00:00
Important points
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The artificial intelligence cloud provider released a stunning earnings report back in September, pointing to huge new demand for its AI cloud business.
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But not long after, Oracle shares fell as investors became increasingly concerned about the debt needed to meet that demand.
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Another potential moment of clarity about Oracle is fast approaching.
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oracle (NYSE:ORCL) had a great year and cemented its position as one of the all-time greats Artificial Intelligence (AI) Players to watch. Despite the extreme volatility this year, the stock is still up about 30%, outperforming the broader market.
Oracle caused quite a stir in September with its earnings report for the first quarter of fiscal year 2026. The company reported staggering demand in its AI cloud business. Oracle reported $455 billion in remaining performance obligations (RPOs), up 359% year over year, largely driven by demand for its AI solutions.
