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One-Article Overview: Drivers Behind Oracle’s Strong Market Cap Surge in 2025
uSMART盈立智投 09-25 15:55

As of September 24, 2025, Oracle Corporation (NYSE: ORCL) closed at $308.46, marking an approximate 85% increase year-to-date, reflecting investors’ strong confidence in the company’s business outlook. The day’s high was $316.38, the low was $300.03, with an opening price of $310.70 and trading volume reaching 33,765,279 shares. The sharp rally in Oracle’s stock underscores market optimism over its AI and cloud computing businesses.

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Major Events Driving Growth, Accelerated Strategic Deployment

Oracle recently announced a $15 billion bond issuance to fund capital expenditures, debt repayment, share repurchases, and strategic investments in AI and cloud computing. The offering spans as many as seven different maturities, with some bonds extending up to 40 years, signaling solid long-term funding capacity.

At the same time, Oracle is expediting construction of its “Stargate” AI data center project, which involves building five new U.S. data centers with a total investment expected to reach $500 billion. Together with partners such as OpenAI and SoftBank, the company is pushing forward AI infrastructure development to meet surging enterprise-level demand.

 

Core Drivers Behind Oracle’s Stock Surge

1. Multi-Maturity Bond Issuance Meets Diverse Needs

The latest $15 billion bond issuance includes as many as seven maturities, some stretching up to 40 years. Proceeds will be allocated to capital spending, debt repayment, share repurchases, and AI/cloud-related projects, including partnerships with OpenAI and SoftBank.

2. Acceleration in AI and Cloud Expansion

Oracle is aggressively expanding its AI and cloud footprint. The “Stargate” AI data center initiative, with $500 billion in planned investment, is designed to meet rapidly rising AI computing demand. Oracle plays a pivotal role in this large-scale project.

3. Solid Financial Performance

For fiscal Q1 2025 (ended August), Oracle reported revenue of $14.93 billion, up 12.2% year-on-year, slightly below market expectations of $15.03 billion. Earnings per share came in at $1.47, just shy of the expected $1.48. Nevertheless, cloud operations remained the main growth engine, with Infrastructure-as-a-Service (IaaS) revenue soaring 54% YoY, highlighting robust AI-driven demand.

 

Clear Growth Catalysts, Optimistic Profit Outlook

With sustained expansion in AI and cloud computing, Oracle’s revenue is expected to continue rising. In particular, demand for IaaS and AI-related services is projected to become the company’s primary growth engine over the next 3–5 years. Long-term collaborations with OpenAI and SoftBank in AI data centers could further deliver significant returns. Combined with a stable customer base and strong cash flow, the market broadly maintains an optimistic outlook on Oracle’s profitability.

 

How to Buy ORCL on uSMART HK

After logging into the uSMART HK app, click on “Search” at the top right of the page, input the stock code ORCL.US to access the details page and view transaction details and historical trends. Then click the “Trade” button at the bottom right, select the “Buy/Sell” option, fill in the transaction conditions, and submit your order.

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