This year, Oracle's performance is second only to NVIDIA! The stock price of Oracle hits a new all-time high, and the founder's wealth is approaching that of Bezos

By three-quarters of 2025, Oracle seems to be the second biggest winner of the year in AI concept stocks, second only to NVIDIA.

On Wednesday, September 11th, Oracle's stock price rose by over 0.8% on the U.S. East Coast, although the momentum slowed significantly compared to Tuesday, it hit a new closing high for the second consecutive day, with a cumulative increase of nearly 12.4% in the two days since the financial report was released. As of the closing on Wednesday, Oracle's stock price has risen by 49% since the beginning of the year, second only to NVIDIA, which has risen by nearly 136% this year in AI concept stocks. Following Oracle is Meta, which has risen by about 45% this year.

It is worth mentioning that despite the "Black Monday" in the U.S. stock market on August 5th and the "Black Opening" on the first trading day of September 3rd, Oracle has still risen by over 18% in the past month, far outperforming NVIDIA. Even though it rose by over 8% on Wednesday, achieving the largest daily increase since the end of July, NVIDIA's increase in the past month is less than 8%.

The biggest beneficiary of Oracle's recent stock price increase is the company's founder and chairman, Larry Ellison, who just turned 80 last month and holds over 40% of Oracle's outstanding shares. According to real-time data from Forbes' global billionaire list, as of this Wednesday, Ellison's personal net worth has soared to $192.4 billion, second only to Tesla and SpaceX CEO Musk and Amazon founder Bezos, whose personal fortunes are $251.6 billion and $202.6 billion respectively. Following Ellison, Meta CEO Zuckerberg, who ranked fourth on Tuesday, has a personal wealth that is $15.1 billion less than Ellison's.

The financial report of Oracle is undoubtedly the biggest driver of the recent stock price increase. On the first trading day after the financial report was released, Oracle's stock price surged by 11.4% in a single day, surpassing Zuckerberg's personal assets on that day.

After the U.S. stock market closed on Monday, Oracle announced that for the first quarter of its 2025 fiscal year ending in August, revenue exceeded expectations with a 7% year-on-year increase to $13.3 billion, with the highly anticipated Cloud Infrastructure (OCI) revenue also stronger than Wall Street's expectations, growing by 45% year-on-year to $2.2 billion. Oracle's revenue guidance for the second quarter is in the range of 8% to 10%, with the midpoint higher than analysts' expected growth rate of 8.72%.

Morgan Stanley analyst Keith Weiss subsequently emphasized that Oracle's stock price performance so far this year has far exceeded that of its software industry peers. He attributed this strong performance to Oracle being seen by investors as a major beneficiary of the scarcity of AI hardware, which has driven the development of its OCI business Wall Street News mentioned that some analysts believe that OCI is the key for Oracle to transform from a traditional database company to an enterprise cloud service provider. Wall Street generally recognizes that strategic partnerships will help boost Oracle's AI performance. In addition to the "major cooperation" with the "most mysterious" big data company Palantir, Oracle has been providing accelerated computing instances and software services to enterprises through OCI in collaboration with NVIDIA for many years. Starting this year, the cooperation between the two in providing AI solutions has expanded.

Oracle's financial report also partially contributed to the rebound in the stock price of NVIDIA, the "darling" of AI. Barron's stated that Oracle's strong financial report this week reminds people that Oracle's demand for NVIDIA's AI-related chips is expected to remain strong, a trend confirmed by NVIDIA CEO Jensen Huang on Wednesday