Oracle(US:ORCL) 3 6 Ke·2025-09-24 11:32Core Insights - Oracle has significantly benefited from its strategic expansion in the AI cloud sector, leading to substantial financial gains and the emergence of new billionaires within the company [2][3]. Group 1: Financial Performance - Oracle's stock price surged nearly 115% over the past six months, with a market capitalization reaching $933 billion, making it the twelfth largest company globally [2]. - On September 10, Oracle's stock experienced a single-day increase of 36% following a first-quarter earnings call where the company projected a 700% increase in cloud infrastructure revenue over the next four years, reaching $144 billion [2]. - The company's partnership with OpenAI includes a remarkable $300 billion computing power supply agreement, showcasing its strong position in the AI market [2]. Group 2: New Billionaires - The recent financial success has resulted in the creation of two new billionaires: Jeffrey Henley and Edward Screven, each with a net worth of $1.1 billion [3]. - Jeffrey Henley, former Chairman and CFO of Oracle, has earned approximately $206 million (after tax) since 2003 through stock options and sales, and currently holds Oracle stock and options valued at $830 million [4]. - Edward Screven, who joined Oracle in 1986, has earned an estimated $130 million (after tax) through stock options and sales, holding Oracle stock valued at $900 million [5]. Group 3: Leadership Changes - Safra Catz, who served as CEO for 11 years, has transitioned to the role of Executive Vice Chairman, while Clay Magouyrk and Mike Sicilia have been appointed as co-CEOs [5]. - The stock options granted to the new co-CEOs are valued at $250 million and $100 million, respectively, indicating their potential for future wealth accumulation [5]. - The implications of Catz's transition on Henley's role as non-executive vice chairman remain unclear, as the leadership change announcement did not address this aspect [6].