"If the stock's 40% gain holds, Oracle would see its value rise by more than $230 billion to propel its market capitalization to roughly $916 billion, overtaking JPMorgan, Walmart Inc., Eli Lilly & Co. and Visa Inc. While it would be the biggest intraday jump for Oracle since 1992, it would be its biggest single-session market value addition ever, according to data compiled by Bloomberg."
"Oracle gave an aggressive outlook for its cloud business and struck lucrative deals that boosted its remaining performance obligations (RPO) a measure of bookings. RPO stole the show in the quarter, surging 359% to hit $455 billion, Jefferies analysts led by Brent Thill wrote in a note. This helped the company blow past expectations, reinforcing confidence in Oracle's acceleration narrative, said Thill."
Oracle's aggressive cloud forecast and lucrative deals produced a roughly 40% stock surge that could add more than $230 billion, lifting market capitalization to about $916 billion. That move would overtake JPMorgan, Walmart, Eli Lilly and Visa, making Oracle the 10th most valuable S&P 500 member and marking the largest single-session market-value addition in company history. Remaining performance obligations (RPO) jumped 359% to $455 billion, reflecting strong bookings and reinforcing confidence in Oracle's acceleration. Some analysts and money managers expressed concern about fulfilling demand amid capacity constraints and the capital needed to fund expansion. Shares are up 45% year-to-date, driven by cloud infrastructure demand tied to AI.
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