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24.09.2025 11:20:00

Meet the Monster Artificial Intelligence (AI) Data Center Stock That Continues to Crush Nvidia

Prior to Oracle's (NYSE: ORCL) fiscal first-quarter earnings report on Sept. 9, the stock had already climbed roughly 33% on the year -- narrowly outpacing Nvidia's 27% gain over the same period.But after delivering a blowout quarter highlighting a record $455 billion in remaining performance obligations from its cloud infrastructure division, Oracle stock went parabolic. As of Sept. 22, Oracle stock has gained a jaw-dropping 97% year to date -- more than doubling the return of Nvidia stock over the same period. This surge underscores how pivotal Oracle's cloud platform has become in the broader discussion around artificial intelligence (AI).Let's explore why Oracle's cloud strategy carries so much weight and assess whether today's elevated share price still presents an attractive buying opportunity for investors.Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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