Oracle Stock Surges on AI Infrastructure Optimism Ranks 20th in Market Activity with 32.08% Volume Jump

Oracle (ORCL) shares rose 1.24% on August 5, with a trading volume of $2.86 billion, marking a 32.08% increase from the previous day and ranking 20th in market activity. The stock’s recent performance reflects growing optimism around its AI infrastructure positioning.

Bank of America and Bernstein analysts highlighted Oracle’s potential to benefit from a surging AI infrastructure market. Bank of America raised its price target to $295 from $220, citing stronger-than-expected capital expenditure forecasts from tech peers like Microsoft and Meta. Bernstein upgraded Oracle to an “outperform” rating, raising its target to $308, emphasizing the company’s early-stage cloud growth and strategic partnerships with AI firms. Both firms noted that Oracle’s cloud infrastructure (OCI) is well-positioned to capture demand as major tech companies accelerate AI-related investments.

Analysts underscored uncertainty around Oracle’s ability to sustain revenue growth amid high capital demands. While Oracle’s cloud revenue reached $10.3 billion in fiscal 2025 and is projected to grow 70% in fiscal 2026, challenges remain in scaling infrastructure to meet OpenAI’s 4.5 gigawatt data center needs. The firm’s valuation, trading at 33 times forward earnings, remains a point of caution despite bullish AI-driven momentum.

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