---
title: "Many people see $Oracle(ORCL.US)  as a "low-key AI stock," but it's actually more like a bet"
description: "Many people see $Oracle(ORCL.US)  as a "low-key AI stock," but it's actually more like a beta version of the enterprise IT upgrade cycle. Recently, enterprises have begun to reinvest in data i"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000467872.md"
published_at: "2026-02-12T10:11:03.000Z"
author: "[AllIn Call](https://longbridge.com/en/profiles/16656594)"
---

# Many people see $Oracle(ORCL.US)  as a "low-key AI stock," but it's actually more like a bet

Many people see $Oracle(ORCL.US) as a "low-key AI stock," but it's actually more like a beta version of the enterprise IT upgrade cycle. Recently, enterprises have begun to reinvest in data infrastructure, and the combination of Oracle database and AI has successfully captured the upgrade needs of existing customers—a different logic from pure cloud vendors!

### Related Stocks

- [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md)
- [ORCL-D.US - ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D](https://longbridge.com/en/quote/ORCL-D.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.