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OracleORCL

Cloud platforms · NYSE · USA

$135.69
Down 5.5% todayClose

Down 26.3% this year and −8.6% since June 26, behind the AI sector at +7.5%. Oracle buys from 2 mapped companies.

Market cap
$434B
This year
−26.3%
1 year
−49.5%
P/E
22.9
P/S
6.0
P/B
6.5

Price vs the AI sector

since Jun 26ORCLAI sector, equal weight
Oracle (ORCL) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ORCL: −8.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8ORCL −8.6%Sector +7.5% Oracle (ORCL) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ORCL: −8.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%Jun 26AugSepOct 8ORCL−8.6%Sector+7.5%

Supply chain

2 suppliers
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%AMD (AMD)AMDAMD−3.9%None mappedORCLOracle

Suppliers 2

Open the full chain →

About Oracle

The database business paid for the pivot. Oracle Cloud Infrastructure has become one of the faster-growing clouds on the back of very large compute contracts, the OpenAI Stargate work among them, while databases and ERP keep running underneath.

Theme exposure

Cloud infrastructureEnterprise softwareAI cloud (OCI)Large compute order bookStargate capacity

Products

  • Oracle Cloud (OCI)
  • Databases & ERP
  • AI data center capacity

Competitors

Risks

  • High debt to fund expansion
  • Concentration on few AI customers

Same segment: Cloud platforms

Rents out the compute, the 'power grid' of the AI era. Segment 3 of 8 in the AI & digital infrastructure value chain.

AlphabetGOOGL−0.6%MicrosoftMSFT−1.3%AmazonAMZN−2.3%CoreWeaveCRWV−7.8%

Compare ORCL

Side by side with the largest companies in the same segment.

ORCL vs GOOGLORCL vs MSFTORCL vs AMZNORCL vs CRWV

See where Oracle sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →