Oracle Surges 4% as Analysts Bet on AI Cloud Growth

Oracle Corp. (ORCL) shares posted a strong intraday performance Monday. As of 11:30 a.m. ET (23:30 Beijing time) on July 9, 2026, the stock traded at $146.40, up 4.21% (+$5.91) from the prior session’s close of $140.49, with an intraday high of $149.07.^[CNN] The rally reversed the prior day’s decline — on July 8, Oracle closed at $141.60, down 1.50%, according to CNN Markets data.^[CNN]

Analysts Bullish on AI Cloud

Several Wall Street firms have turned positive on Oracle recently. According to TipRanks, Piper Sandler analysts said in a July 6 report that Oracle’s AI cloud revenue growth “could surprise investors.”^{[TipRanks via CNN]} The same day, another analyst report noted that while Oracle’s stock is “in a deep hole,” the company remains “deeply entrenched in the AI hyperscaler game.”^{[TipRanks via CNN]}

Also on July 6, an analyst said Oracle shares rose because its cloud business has “meaningful upside.”^{[TipRanks via CNN]} These bullish takes provided a tailwind for Oracle amid broader tech volatility.

Cramer Touts Oracle and Tech

CNBC’s Jim Cramer has mentioned Oracle several times in recent shows. On the July 6 episode of Mad Money, Cramer discussed the launch of the “Trump Account” and its implications for investors, suggesting parents consider opening such accounts for their children.^[CNBC] The same day, he commented on tech stocks falling on an unconfirmed report, calling it “a demonstration of the danger of unconfirmed reports.”^[CNBC]

On the July 8 show, Cramer discussed DPC Holdings and how it fits into the aerospace and defense sector.^[CNBC] The same day, he advised investors to buy the dip in FedEx and FedEx Freight, saying both stocks are buys “right here, right now.”^[CNBC]

Market Backdrop and Options Sentiment

Tech stocks were mixed Monday. According to CNBC, the market came under pressure on July 8 after crude oil prices spiked — WTI jumped from $70 to $74 and Brent rose to around $78 after President Trump declared the ceasefire with Iran had collapsed, pushing Treasury yields higher.^[CNBC] Nvidia (NVDA) was one of the few bright spots in that session.

Oracle’s strong Monday performance stood in contrast to the broader market. Notably, according to TipRanks, options traders were “moderately bearish” on Oracle on July 8, when the stock fell 1.45%.^{[TipRanks via CNN]} Whether Monday’s rally shifts that sentiment remains to be seen.

Technical and Fundamental Snapshot

According to CNN Markets data, Oracle’s current market cap is approximately $407.87 billion, placing it in the mega-cap category (above $200 billion).^[CNN] Technically, the stock is trading near the bottom of its 52-week range and below its 200-day simple moving average.^[CNN]

Headquartered in Austin, Texas, Oracle was founded on June 16, 1977, by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates. The company operates through three segments: cloud and license, hardware, and services. The cloud and license segment provides enterprise applications and infrastructure technology through cloud services and license support.^[CNN]

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