Oracle (ORCL) has been a goliath in enterprise technology for decades. Lately, Oracle Cloud Infrastructure (OCI) has emerged as the primary growth engine because of the AI boom. Oracle just delivered a very solid quarter. Cloud infrastructure revenue grew 121% year over year. Total revenue hit $19.3 billion, up 30%. The company booked more than $30 billion in new AI cloud contracts in a single quarter. Remaining performance obligations reached $664 billion, up $209 billion year over year. Impressive, right? Yet the stock is still down 20.90% year to date and 49.83% over the past year, according to Yahoo Finance. How and why? That gap between operational excellence and stock performance is the Oracle story in 2026 (we'll get into it in a moment).
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