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2h ago

Oracle Names Clay Magouyrk and Mike Sicilia Co-CEOs to Propel AI Cloud Strategy

Analysts say the co-CEO shift aligns cloud buildout with AI applications.

Oracle’s bold co-CEO experiment comes as AI ambitions send its stock soaring in 2025.

Overview

  • Market reaction remains constructive, with Jefferies reaffirming a Buy rating and a $360 price target and Jim Cramer praising the leadership realignment.
  • Clay Magouyrk, architect of Oracle Cloud Infrastructure, oversees the data-center push supporting large AI training workloads, while Mike Sicilia leads industry-specific, AI-enabled applications.
  • Safra Catz transitions to Executive Vice Chair, and Jefferies credits her tenure with a 468% total return since September 2019.
  • The Street reports Oracle shares are up more than 80% in 2025 as investor interest in AI-driven cloud services grows.
  • Coverage welcomes the opportunity but flags execution risks, citing the challenges of a co-CEO model, gigawatt-scale data-center expansion, and reporting that Oracle is pursuing major AI cloud partnerships such as with OpenAI and Meta.