Oracle(US:ORCL) Yahoo Finance·2025-11-27 13:18Core Insights - Sands Capital Select Growth Strategy reported a portfolio return of 6.3% (net) for Q3 2025, underperforming the benchmark's 10.5% gain, driven by strong corporate earnings and AI enthusiasm [1] - Oracle Corporation (NYSE:ORCL) is highlighted as a key stock, with a one-month return of -25.55% and a 12.18% gain over the last 52 weeks, closing at $204.96 per share with a market cap of $584.298 billion [2][4] Company Analysis - Oracle Corporation is emerging as a leader in AI infrastructure, transitioning from a second-tier competitor to a primary provider for major AI companies, supported by significant customer commitments from firms like OpenAI [3] - The long-term growth potential for Oracle increasingly relies on its cloud infrastructure business, despite its established database and ERP software segments contributing to current revenues [3] - The number of hedge funds holding Oracle shares increased from 97 to 124 in the second quarter, indicating growing interest, although some analysts suggest other AI stocks may offer better upside potential [4]