Overview

• A Yahoo Finance analysis argues Oracle is the most likely U.S. tech company to reach a $1 trillion market cap next, citing strength in its AI-focused cloud business.
• Oracle reported remaining performance obligations of $455 billion in fiscal Q1 2026, a 359% increase for the quarter ended Aug. 31.
• The stock jumped 36% on Sept. 10 following the RPO update, briefly pushing market value above $900 billion before settling near $815 billion.
• Oracle Cloud Infrastructure now represents 48% of revenue and grew 28% year over year in the latest quarter.
• Overall revenue rose 11% in fiscal Q1 and for fiscal 2025, while Grand View Research projects a 40% CAGR for the cloud AI market through 2030.