Core Viewpoint - Oracle's stock price experienced a significant drop of approximately 6.9%, marking its worst single-day performance since January, following a previous rise after optimistic long-term growth guidance was announced at the "Oracle AI World" analyst meeting [1] Group 1: Financial Projections - Oracle projects that its cloud infrastructure revenue will soar from $18 billion in fiscal year 2026 to $166 billion by fiscal year 2030, with total revenue reaching $225 billion, reflecting a compound annual growth rate (CAGR) of over 31% [1] - The adjusted earnings per share (EPS) target is set at $21, showcasing management's confidence in AI-driven business expansion [1] Group 2: Market Reactions and Analyst Opinions - Analysts caution that it may take time to assess the realism of Oracle's projected growth rates, suggesting that the stock may enter a "digestive period" as the market reevaluates the credibility of these long-term figures [2] - UBS analyst Karl Keirstead raised the target price to $380, indicating that the current stock price does not fully reflect the potential earnings from AI business, while also noting concerns about Oracle's reliance on OpenAI and potential execution risks from aggressive expansion [2] Group 3: Strategic Partnerships and Client Base - Oracle has signed a significant five-year partnership with OpenAI valued at over $300 billion to provide AI chip infrastructure, and has also confirmed a cloud services collaboration with Meta, securing $65 billion in cloud infrastructure commitments this quarter [2] - The company emphasizes that its AI orders are highly diversified and not solely dependent on a single client, with new commitments coming from multiple clients, indicating a broadening customer base in AI cloud services [2]