By Simply Wall St
Publication Date: 2026-05-18 09:07:00
Find your next quality investment with Simply Wall St’s simple and powerful screener, trusted by over 7 million retail investors worldwide.
-
Oracle (NYSE:ORCL) has expanded its AI-focused defense partnerships with the U.S. Department of Defense, including support for secure, classified AI workloads.
-
The company secured a multi-year contract with the US Air Force worth $88 million for cloud modernization through 2028.
-
These agreements include agent AI systems for military decision support and classified cloud infrastructure for all U.S. national security operations.
Oracle enters this phase of defense work with NYSE:ORCL trading at $192.95 and a 1-year return of 22.1%. Over 3 years the stock is up 96.4% and over 5 years it is up 160.1%. This places recent contract wins in the context of a company that has already undergone significant reassessment. The Department of Defense’s latest deals add a new area of activity in secure AI and cloud, alongside Oracle’s…
