US Stock Movement | Oracle rises over 4%, cloud infrastructure revenue set for rapid growth

On Monday, Oracle rose more than 4%, closing at $304.40. Management clearly disclosed that Oracle Cloud Infrastructure (OCI) revenue will embark on a steep growth curve: $10.2 billion in fiscal year 2025 (ending in June), surging to $32 billion in fiscal year 2026, and expected to exceed $144 billion by fiscal year 2030, with a compound annual growth rate of nearly 70%. As a core metric for measuring "remaining performance obligations," Oracle's remaining performance obligations (RPO) for the quarter skyrocketed 359% year-over-year, reaching $455 billion, a figure far exceeding the market's previous expectation of $100 billion contribution from a single client, OpenAI, and management predicts it will surpass $500 billion within months. AI is not only reshaping Oracle but also reconstructing the growth logic of the entire technology industry. The core driver is the "inflection point explosion" of its cloud infrastructure business. UBS believes that Oracle's recent surge is no coincidence, as several key data points in the financial report directly validate the explosive potential of its AI business