Oracle(US:ORCL) Sou Hu Cai Jing·2025-09-10 14:29Core Insights - Oracle's quarterly earnings report exceeded market expectations, leading to a significant increase in co-founder Larry Ellison's wealth by $70 billion in one day, bringing his total to $364 billion, closely approaching Elon Musk's $384 billion [1][2] Financial Performance - Oracle's cloud infrastructure business is projected to grow by 77% this fiscal year, reaching $18 billion, with expectations of continued strong growth, potentially reaching $144 billion by the fiscal year ending in May 2030 [4] - Following the earnings report, several investment banks raised their target prices for Oracle, with Wolfe Research increasing its target from $300 to $400, indicating a potential upside of 67% based on the closing price [4] Market Context - The stock price of Oracle has increased by 46% year-to-date, building on previous gains of 31% and 60% in 2023 and 2024, respectively [4] - The recent surge in Oracle's stock price reflects the broader trend of growth in the cloud infrastructure sector, particularly in the context of artificial intelligence advancements [2][4]