Yahoo Financeยท2025-10-19 17:02Core Insights - The rise of artificial intelligence (AI) in early 2023 has significantly impacted the tech landscape, benefiting companies like Oracle, which has seen its stock rise approximately 68% over the past year and 259% since early 2023, leading to a market cap of around $828 billion [1][4] - Despite Oracle's strong performance, Palantir is projected to surpass Oracle's value by 2030, with a current market cap of $422 billion [2] Oracle - Oracle's revenue is growing in the low double digits, with a remarkable remaining performance obligation (RPO) increasing by 359% to a record $455 billion [4] - Revenue from Oracle Cloud Infrastructure (OCI) is expected to grow 77% this year to $18 billion and reach $144 billion by 2030 [4] - Wall Street anticipates Oracle will generate $67 billion in revenue for fiscal 2026, with a forward price-to-sales (P/S) ratio of about 13, and expects annual revenue growth of 28.7% over the next five years, potentially increasing its market cap to roughly $2 trillion by 2030 [6][8] Palantir - Palantir has achieved eight consecutive quarters of accelerating revenue growth, with a 48% year-over-year increase in the second quarter, surpassing $1 billion in revenue for the first time [5] - The company reported a total contract value (TCV) of $2.27 billion, up 140%, and U.S. commercial TCV soaring 222% to $843 million [5] - Analysts expect Palantir to generate $4.16 billion in revenue by 2025, with a forward P/S ratio of 101, and anticipate annual revenue growth of 38.8% over the next five years, potentially reaching $21 billion by 2030, which could also elevate its market cap to about $2 trillion [8]