Group 1 - Oracle has transitioned from a database software company to a cloud computing giant and is now focusing on artificial intelligence (AI) as a natural extension of its capabilities [1][2] - AI requires vast amounts of data and immense computing power, making Oracle's cloud data centers ideal for AI applications [2] - The company's fiscal fourth-quarter sales for 2025 reached $15.9 billion, an 11% year-over-year increase, while remaining performance obligations (RPOs) rose 41% to $138 billion [5][6] Group 2 - In the first quarter of fiscal 2026, Oracle's revenue increased by 12% year-over-year to $14.9 billion, which was below expectations set by CEO Safra Catz [6] - However, RPO surged to $455 billion, a remarkable 359% year-over-year increase, driven by customer demand for AI infrastructure [7] - Wall Street analysts expressed surprise at the significant RPO growth, indicating strong demand for Oracle's cloud services related to AI [8]
Is Oracle a Good Artificial Intelligence Stock to Buy?