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Oracle outlines 77% cloud infrastructure growth target for FY26 as AI demand accelerates RPO to $455B

Safra Catz, CEO, stated, "Clearly, we had an amazing start to the year because Oracle has become the go-to place for AI workloads. We have signed significant cloud contracts with the who's who of AI, ...
Morningstar

Oracle Earnings: Skyrocketing AI Data Center Demand Fuels Outlook

Oracle’s ORCL remaining performance obligations for the first quarter increased 359% to $455 billion, primarily due to expanding relationships with large language model providers. Management also ...
Seeking Alpha

Oracle: Continues To Achieve Remarkable Growth Even Without Pulling The Stargate Lever

Oracle's Q3 results missed both revenue and EPS estimates, but strong RPO growth and OCI demand indicate robust long-term potential, even without Stargate contracts. Management's FY26 and FY27 revenue ...
SiliconANGLE

Oracle beats expectations on ‘insatiable’ cloud demand, sending its stock higher

Database giant Oracle Corp.’s stock moved up more than 7% in extended trading today after reporting financial results that surpassed analysts’ expectations and saying it expects cloud growth to ...
Forbes

Oracle Stock: Is Strong AI Demand Enough?

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...