(Bloomberg/Carmen Reinicke and Ryan Vlastelica) — The pressure is on for Oracle Corp. to deliver another quarter of accelerating revenue growth driven by spending on artificial intelligence after a run-up in its shares this year.

While the software maker’s stock is off its record high from last month, it’s still up more than 40% in 2025, placing Oracle among the 30 best performers in the S&P 500 and adding more than $200 billion in market value. The expansion is being fueled by its cloud infrastructure business, where Oracle projected sales growth would jump to more than 70% in the current fiscal year, sending the stock up 13% the day after its last earnings report in June.

“The main thing I’m looking for in this report is whether the cloud growth sustains itself,” said Paul Meeks, manag

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