By Vasundhara Sawalka
Publication Date: 2026-03-27 16:58:00
Oracle Corporation ORCL and Alibaba Group Holding BABA are two of the world’s most ambitious technology companies, each investing heavily in cloud infrastructure and artificial intelligence. Oracle is a US enterprise software giant that has turned decisively to the cloud, while Alibaba is a Chinese internet conglomerate that runs Asia’s leading cloud platform alongside its sprawling e-commerce business.
Both are pouring tens of billions into generative AI at a pivotal moment for the global tech sector. Let’s dive deep and closely compare the fundamentals of the two stocks to find out which one is a better investment right now.
Oracle’s cloud transformation is gaining tremendous momentum. In the third quarter of fiscal 2026, cloud revenue increased 44% year over year to $8.9 billion, with cloud infrastructure revenue increasing 84% to $4.9 billion. Total revenue increased 22%, which was the first time in over 15 years that both organic revenue and non-GAAP EPS grew more than.
