Oracle’s stock closes out best week since 2001 on cloud momentum

Oracle The actions have appreciated their best week since 2001 while Wall Street applauded a solid report on profits and bullish comments on the prospects of the company in Cloud Computing.

The title jumped approximately 24% for the week, with almost all the earnings to come within two days of negotiation after the release of the quarterly profits of the company. The last time Oracle had a better week, it was in April 2001, in the middle of the dot-com accident, when it is supposedly dead cam rebounds were common. The previous quarter, Oracle actions have lost almost half of their value.

It is a very different company today, and although Oracle is generally considered to be a late entrant to the cloud infrastructure market, the company has found a niche and experiences rapid growth helping customers to use artificial intelligence models.

“Oracle is in the enviable position to have more request than it can make,” Joseph Bonner, analyst at Argus Research on Friday, in a note to customers. He recommends buying stocks and has raised his price goal at $ 235 out of $ 200.

Oracle reached a record on Friday, closing at $ 215.22.

In the business Gains report On Wednesday evening, income and income exceeded estimates. CEO SAFRA CATZ said sales for the new fiscal year should exceed $ 67 billion, greater than that of $ 65.18 billion in LSEG.

“The demand is astronomical,” Larry EllisonThe president of Oracle told analysts on calling on the results. “But we must do it methodically. The reason why the demand continues to go beyond supply is that we can only build these data centers, build these computers, so quickly.”

Oracle played a catch -up in the cloud to his competitors Amazon,, Google And Microsoft.

During the year 2025, Oracle’s capital expenses exceeded $ 21 billion, which is more than the company spent from 2019 to 2024. The amount should reach $ 25 billion during the year 2026, Catz said on the appeal.

Google anticipates $ 75 billion in capital expenses this year. Microsoft’s goal for exercise is $ 80 billion.

The list of Oracle customers now includes MetaOPENAI and Elon Musk XAI. They are among the companies that need the most Nvidia Graphic processing units to form generative AI models that create text, images and videos in response to a few words of human entry.

Startups The basePhysical intelligence and vast data are also cloud customers, Oracle announced this week.

“We will build and exploit more cloud infrastructure data centers than all our combined cloud infrastructure competitors,” said Ellison.

Oracle shares are up 29% so far in 2025, while the NASDAQ is up less than 1%. Among the most popular American technological companies, the next best performer of the year is Meta, which increased by around 17%.

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