Artificial Intelligence Stocks Outperforming Market: Oracle and CrowdStrike Lead the Way

Oracle and CrowdStrike Holdings have quietly outperformed the market, with their shares advancing 38% and 39% respectively since the start of the year. Oracle's growth is driven by demand from AI customers and its cloud infrastructure and services. CrowdStrike's recovery comes after a major challenge last July and its shares have since recovered and gained further. Both companies are expected to benefit from the growing AI market, which is expected to reach into the trillions in the coming decade.

Title: Oracle and CrowdStrike Holdings: Quiet Market Outperformers in AI and Cloud Infrastructure

Oracle (ORCL) and CrowdStrike Holdings (CRWD) have quietly outperformed the market, with their shares advancing 38% and 39% respectively since the start of the year. This impressive performance is driven by a variety of factors, including strong demand for AI customers and robust cloud infrastructure and services from Oracle, and a recovery from a major challenge last July for CrowdStrike.

Oracle's growth can be attributed to its increasing demand from AI customers and its cloud infrastructure and services. The company's CEO, Safra Catz, has led insider sales in the U.S. for the first half of 2025, selling $2.5 billion worth of stock [1]. Analysts have set a one-year price target for Oracle of $228.21, with a range of $175.00 to $275.00, suggesting a potential downside of 1.02% from its current trading price of $230.56 [1]. The consensus from 41 brokerage firms gives Oracle an average recommendation score of 2.1, categorizing it as "Outperform" [1].

In addition, Oracle has seen its stock gain early Thursday after it was upgraded to positive overweight by analysts at Piper Sandler. The upgrade comes after a survey of chief information officers (CIOs) by the firm showed a "bullish spending backdrop" for AI infrastructure, with 27% planning a material increase in their spending with Oracle's cloud infrastructure offering [2]. This upgrade has further boosted investor confidence in Oracle's cloud infrastructure business, which is expected to grow 70% during fiscal 2026 [2].

CrowdStrike, on the other hand, has recovered from a major challenge last July and has since gained further. The company's shares have advanced 39% since the start of the year, demonstrating a strong recovery from its previous setback. Both Oracle and CrowdStrike are expected to benefit from the growing AI market, which is projected to reach into the trillions in the coming decade.

References:
[1] https://www.gurufocus.com/news/2973671/oracle-orcl-ceo-tops-insider-sales-with-25b-stock-disposal
[2] https://www.investors.com/news/technology/oracle-stock-upgrade-cloud-ai-stargate/?mod=newsviewer_click&refcode=aflMarketWatch&src=A00619