by Antonio Di Giacomo, Financial Markets Analyst for LATAM at XS.com

September 11, 2025: 

“Oracle shares recorded a historic rally, surging as much as 43% and reaching unprecedented highs. The boost came from a series of multi-billion-dollar contracts tied to cloud computing for artificial intelligence applications, putting the company on track to join the select club of firms with a trillion-dollar valuation.

One of the most significant milestones was the agreement signed with OpenAI, valued at $300 billion in computing capacity. This deal is considered one of the largest in cloud history and solidifies Oracle as a direct competitor to giants like Microsoft, Amazon, and Google in the technology infrastructure market.

The impact of this growth was reflected not only in the company’s market capitalization but also in the fortune of its co-founder, Larry Ellison, who increased his wealth by nearly $100 billion. This rise brings him closer to Elon Musk on the list of the world’s wealthiest individuals, reinforcing his influence in the global tech industry.

In addition to the OpenAI deal, Oracle has built a network of strategic alliances with Amazon, Alphabet, and Microsoft. Thanks to these partnerships, the company managed to multiply its revenues sixteenfold in the last quarter, highlighting the strength of its expansion model in an increasingly competitive market.

Another key factor in its consolidation is its role in the Stargate project, an initiative with estimated investments of $500 billion. Oracle has also become a cloud provider for xAI, Elon Musk’s artificial intelligence startup, further expanding its presence in the tech ecosystem.

Oracle’s stock performance has also outpaced the market average. So far this year, its shares have gained 45%, surpassing not only the S&P 500 index but also the group of the “Magnificent Seven,” composed of the tech giants that traditionally lead Wall Street gains.

This domino effect has also boosted other sectors, particularly semiconductor manufacturers and rival cloud companies, which have benefited indirectly from investors’ growing appetite for artificial intelligence and its supporting infrastructure.

In conclusion, Oracle’s boom reflects how artificial intelligence is reshaping hierarchies in the technological and financial world. With historic contracts, strategic partnerships, and a central role in multi-billion-dollar projects, the company is not only heading toward the trillion-dollar valuation but also redefining its standing against industry titans, consolidating itself as a key player in the era of cloud and AI."