ORCL — Oracle
Oracle: what they do, key numbers, and conditions we are monitoring.
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ORCL — Oracle
Cloud Infrastructure & Stargate JV • Active
What They Do
Oracle operates Oracle Cloud Infrastructure (OCI) for enterprise and AI workloads, alongside the Stargate joint venture with OpenAI and SoftBank for massive AI data center buildout. Oracle is the first priority trade candidate based on the Stargate pullback thesis.
Key Numbers
| Current Price | ~$178 |
| Market Cap | ~$500B |
| Key Deal | Stargate JV with OpenAI/SoftBank |
| Stargate Status | Abilene 600MW expansion SCRAPPED |
| AI Cloud | OCI for AI workloads |
| Next Earnings | Jun 2026 (est.) |
What We’re Watching
- Stargate construction timeline and whether commitments hold or continue to erode
- OCI AI workload revenue as percentage of total cloud revenue
- OpenAI relationship stability and whether Stargate contracts are committed or aspirational
Sources: Oracle 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (ORCL)
Last Updated: April 16, 2026
This page contains publicly available information organized for research purposes. It is not investment advice, analysis, or a recommendation. Do your own work.