The event comes just as concerns are building that Oracle is sacrificing profitability for growth from renting computing power to AI companies like OpenAI. Last week, the Information reported Oracle’s cloud margins are lower than many on Wall Street are modelling, sending Oracle shares down as much as 7.1% on Tuesday. Even though the stock quickly recovered the losses, there are lingering questions about the economics of the business, which Oracle has forecast will see revenue jump 700% in the next three fiscal years.
Oracle Corp will get a chance this week to reassure investors that a rally which has added roughly US$370 billion to its market value this year is on stable footing.
The software maker is hosting a four-day AI World conference starting Monday in Las Vegas, where much of the focus will be on Oracle’s cloud computing business, whose rapid expansion has fueled a 76% run-up in the stock that has made it one of 2025’s best performers in the S&P 500.
