On September 10 (Wednesday), Oracle's stock price soared by 39%, pushing its market value past $900 billion, just a step away from the $1 trillion milestone. This astonishing increase has shaken the market, marking Oracle's strongest single-day performance since 1992. According to Cryptopolitan, the explosive growth in Oracle's stock price is driven by a surge in demand for cloud computing and artificial intelligence (AI) services.

$455 billion in backlog, far exceeding expectations

On Tuesday evening, Oracle announced that its remaining performance obligations (RPO) reached $455 billion, a year-on-year increase of 359%, far surpassing Wall Street analysts' previous expectations of $180 billion. Melius Research analyst Ben Reitzes stated in an interview with CNBC, "The order volume reported by Oracle is staggering and significant. Wall Street originally expected the RPO to be around $180 billion, but the actual figure is several times that expectation, which is simply unbelievable."

AI boom propels Oracle's rise

The surge in Oracle's stock price is not coincidental but is attributed to its strategic positioning in the field of artificial intelligence. Oracle operates a large-scale cloud infrastructure and has deep collaborations with NVIDIA, gaining priority access to GPUs (graphics processing units), which are the core technology driving large-scale AI processing. This places Oracle in a central position in the AI arms race against Microsoft, Amazon, and Google.

Oracle expects its cloud infrastructure revenue to reach $18 billion by fiscal year 2026, followed by explosive growth: sales are projected to reach $32 billion, $73 billion, $114 billion, and ultimately $144 billion over the next four years. These forecasts are not unfounded but are based on Oracle's strong performance that far exceeds market expectations.

Larry Ellison's net worth skyrockets, becoming the world's richest person

Oracle's outstanding performance has not only boosted the company's market value but also reshaped the global wealth landscape. According to Bloomberg, Oracle founder Larry Ellison's net worth increased by about $100 billion during this stock price surge, allowing him to surpass Elon Musk and become the world's richest person.

Analysts respond enthusiastically, raising target prices

Oracle's impressive results have sparked enthusiastic reactions from analysts. In CNBC's "Fast Money" program, DA Davidson analyst Gil Luria described the quarterly performance as "absolutely astonishing." Deutsche Bank analysts stated that Oracle's quarterly performance was "fantastic," raising their target price from $240 to $335. Deutsche Bank's report noted, "In our nearly 20 years of tracking Oracle and the entire software industry, few quarterly performances can compare to this one, both in terms of data revision magnitude and clarity."

Wells Fargo believes that Oracle's performance "strongly confirms" the robust momentum of the AI trend. Bank of America also upgraded Oracle's stock rating from "neutral" to "buy," noting, "Although the profitability of AI workloads remains controversial, Oracle has clearly captured a significant share of the rapidly growing AI infrastructure market." They described the $455 billion backlog as "extraordinary" and believe Oracle has become "a key driver of AI."

Market impact and industry outlook

Oracle's strong performance has created ripple effects throughout the market. On that day, the S&P 500 index briefly reached an all-time high but closed up only 0.1%. The Nasdaq Composite Index fell 0.3% after hitting a new high in early trading. The Dow Jones Industrial Average dropped 272 points, a decline of 0.6%, weighed down by a weak market response to Apple's latest iPhone release.

Oracle's success indicates that its strategic positioning in cloud computing and AI is bearing fruit. With the ongoing global demand for AI infrastructure, Oracle is expected to continue playing a key role in the technology industry, driving market innovation and reshaping the competitive landscape.

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