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Core Viewpoint - Oracle's stock surged over 10% in pre-market trading following strong financial results, indicating robust growth driven by cloud services and AI contracts [2][3]. Financial Performance - For Q3 of fiscal year 2026, Oracle reported a revenue increase of 22% year-over-year, reaching $17.2 billion, surpassing market expectations of $16.9 billion [3]. - The company's cloud business emerged as a significant growth driver, with IaaS revenue soaring 84% year-over-year [3]. - Remaining Performance Obligations (RPO) surged 325% to $553 billion, primarily due to large AI contracts, ensuring order authenticity and financial stability [3]. Future Projections - Oracle forecasts revenue to reach $90 billion by fiscal year 2027, exceeding market expectations of $86.6 billion [2][4]. - The growth in the AI sector is expected to continue at least until 2027, with Oracle actively leveraging AI programming tools to develop new SaaS products [4]. Profitability Insights - Oracle's cloud business is anticipated to see profit margins improve over time, with AI chip rentals yielding profit margins of 30% to 40% [4]. - A portion of cloud department customer spending (10% to 20%) will be allocated to other services, including high-margin database business, which boasts margins of 60% to 80% [4]. Market Reactions - Analysts view Oracle's financial results as a stress test for the AI infrastructure sector, assessing the sustainability of spending in this area [5]. - Several institutions have raised Oracle's target price, with Barclays increasing it from $230 to $240 and D.A. Davidson from $180 to $200 [5].