By Bram Berkowitz
Publication Date: 2025-12-05 17:00:00
Important points
The artificial intelligence cloud provider released a stunning earnings report back in September, pointing to huge new demand for its AI cloud business.
But not long after, Oracle shares fell as investors became increasingly concerned about the debt needed to meet that demand.
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.
