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Oracle Stock Soars 39% Wednesday, Nears Historic $1 Trillion Market Cap Milestone

Oracle Stock Soars 39% Wednesday, Nears Historic $1 Trillion Market Cap Milestone

Published:
2025-09-10 19:49:56
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Oracle stock jumps 39% on Wednesday, nearing a $1 trillion market cap

Oracle rockets toward elite trillion-dollar club with massive single-day surge.

Wall Street's latest darling just pulled off a staggering midweek rally—Oracle shares exploded 39% in Wednesday trading, putting the enterprise software giant within striking distance of that coveted $1 trillion valuation.

The Numbers Don't Lie

That 39% surge represents one of the most dramatic single-day moves in big-tech history, proving even legacy tech players can still deliver crypto-like returns when Wall Street gets excited about cloud revenue.

Trillion-Dollar Tango

Oracle now dances at the edge of an exclusive club—only a handful of U.S. companies have ever cracked the twelve-zero barrier. Guess enterprise software is suddenly sexier than anyone expected.

Market analysts scramble to upgrade price targets while traditional finance types suddenly remember that sometimes—just sometimes—old tech stocks can outperform their precious crypto portfolios.

Oracle rides AI mania better than most

The big boom in Oracle’s stock didn’t happen by luck. It’s tied directly to the explosion in AI demand. Oracle runs massive cloud infrastructure operations and has DEEP access to Nvidia’s GPUs, the exact tech that fuels heavy AI processing.

That combo puts Oracle right in the middle of the AI arms race, competing with Microsoft, Amazon, and Google. The company now expects $18 billion in cloud infrastructure revenue by fiscal 2026.

And they’re projecting some massive growth after that: $32 billion, $73 billion, $114 billion, and finally $144 billion over the next four years. These aren’t casual guesses. These are hard forecasts from a company that just blew the roof off Wall Street expectations.

The surge also rocked the leaderboard of billionaires. Oracle founder Larry Ellison just gained about $100 billion in net worth, according to Bloomberg. That bump was enough to push him past Elon Musk, making Ellison now the richest person in the world.

Analysts react as market adjusts

The analyst crowd didn’t hold back. On CNBC’s Fast Money, Gil Luria from D.A. Davidson called the results “absolutely staggering”. Others described themselves as “blown away” and “in shock.” Over at Deutsche Bank, they called the quarter “truly awesome” and raised their price target from $240 to $335.

“In our NEAR 20 years covering Oracle and for that matter the entire Software industry, there are few quarterly results that match F1Q both in terms of magnitude of revision and clarity of the moment,” the Deutsche note read.

Wells Fargo called the results a “momentous confirmation” of the AI trend. And Bank of America didn’t sit out either, they upgraded the stock to buy from neutral.

“Although profitability of AI workloads remains a key debate, it is clear that Oracle is capturing share in the large and rapidly growing market for AI infrastructure,” their note read. They called the $455 billion backlog “exceptional” and said Oracle is now seen as a “key AI enabler.”

Oracle’s outstanding performance rubbed off on the entire market, with the S&P 500 hitting a record intraday high before pulling back a bit, ending up just 0.1% by Closing Bell. The Nasdaq Composite dipped by 0.3% after touching its own record earlier in the session. And the Dow Jones dropped 272 points, or 0.6%, dragged down by Apple after a weak response to its latest iPhone reveal.

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