Oracle(US:ORCL) The Motley Fool·2026-01-09 23:17Core Insights - Oracle is poised to benefit from a significant business deal involving its partner, Oklo, which has contracted with Meta Platforms for energy supply to data centers [1][2] - Oracle's stock has been recognized by HSBC as one of the top U.S.-listed stocks expected to outperform in the upcoming earnings season, with a project backlog nearly ten times larger than the previous year [4] Business Developments - The deal between Oklo and Meta is not directly involving Oracle, but it enhances Meta's AI capabilities, which rely on Oracle's Cloud Infrastructure [2][3] - Oracle's involvement in the AI sector positions it as a key player in the ongoing AI revolution, making it an attractive investment opportunity [6] Market Performance - Oracle's share price increased by approximately 5% following the news of the business deal and its recognition by HSBC [1] - The company's market capitalization stands at $276 billion, with a 52-week price range of $45.66 to $83.03 [5][6]