Oracle’s Modern Market Masterclass: What ORCL can teach us about today’s market

I’ve seen a lot of corporate reincarnations. But what an Oracle (ORCL) What has been achieved in the last 24 months is not just a trend reversal. It’s a masterclass in how the modern market actually works.

For years, Oracle was the uncool uncle of the tech world. It was an old database company – stable, dividend paying and, frankly, boring. Then, the Artificial Intelligence (AI) The revolution came, and suddenly Larry Ellison’s company became the infrastructure backbone of the AI ​​industry.

But if you think this is a story about database software, you’re missing the forest for the trees. The real lesson here is about dynamics, narrative and the death of traditional assessment.

The “spike and fade” reality

Look at the price development at the end of 2025. Following a blockbuster earnings report in September, ORCL shares rose nearly 40% in a single day. For a company with a market cap of more than $500 billion, that’s…