Oracle: Is This A Stay-The-Course AI Cloud Play

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Skip to contentHome page Seeking Alpha - Power to InvestorsSep. 22, 2025 1:14 AM ETOracle Corporation (ORCL) Stock, ORAC:CA StockMSFT, META, NVDA, AMD, AMZN, GOOGL, AMD:CA, AMZN:CA, GOOG, GOOG:CA, META:CA, MSFT:CA, NVDA:CA, ORCL, ORAC:CAUndercovered Deep Insights979 FollowersSummaryOracle has surged over 100% in six months, fueled by explosive cloud growth, record backlog, and major AI deals, like OpenAI.ORCL's AI infrastructure leadership is validated by multi-billion-dollar contracts, unique multi-cloud partnerships, and rapid expansion in GPU capacity and innovation.Despite trading at a steep premium and facing risks from high capex, debt, and customer concentration, technical momentum remains strong.Near-term catalysts, like CloudWorld and TikTok developments, sustain upside, making ORCL attractive for long-term investors willing to handle volatility.Cristi Croitoru/iStock Editorial via Getty ImagesElevator ThesisIt’s safe to say that Oracle (NYSE:ORCL) has been the hottest stock over the past few months.For perspective, Oracle stock has soared over 102% in the past six months, fueled by blowout cloud infrastructure growth,This article was written byUndercovered Deep Insights979 FollowersUndercovered Deep Insights is led by Moz (Muslim) Farooque, a seasoned market analyst and storyteller whose research has been featured on Seeking Alpha, Yahoo Finance, InvestorPlace, Barchart, Equities, and GuruFocus. Moz combines investigative financial journalism with robust modeling to unearth under‑the‑radar stock and crypto opportunities. He’s a Fellow Member of ACCA and holds a BSc in Applied Accounting and Finance from Oxford Brookes University.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout ORCL StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on ORCLRelated StocksSymbolLast Price% Chg--ORAC:CAORAC:CA--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.