Oracle is one of those companies people just kind of stopped talking about over time, not because it was doing badly, but because it just wasn’t exciting anymore. Then it jumps 13% out of nowhere and suddenly it’s back on everyone’s radar
They’re still focused on the same core areas, infrastructure and enterprise systems, just now layering AI on top of it. The stock is still well below its previous highs, so this move feels more like the market starting to look at it differently.
Curious how do you guys see it, do you think this is the start of something real, or just a short-term reaction?