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Oracle Shares Rise Amid AI Cloud Expansion and Data Center Deals

Oracle

Business Honor
19 February, 2026

Oracle stock climbed as investors watched OCI, AI demand, and AI‑optimized data center expansion with major power agreements.

Shares of Oracle Corporation traded higher on Wednesday, gaining 1.4 percent to $156.17, and continued to trend upward through the end of the day as tech market sentiment improved. Oracle’s stock price traded between $151.42 and $157.30 during yesterday’s trading session, evidence of renewed buying interest in the stock after a downward trend. Analysts indicated the return of marginal buyers, in part from the stronger stock performance of other AI-related stocks like Nvidia.

Oracle is a company that investors are keeping a close watch on to see if their Oracle Cloud Infrastructure (OCI) can deliver on the demands of enterprise AI without impacting margin performance. Investor focus has increased since DTE Energy has now signed a 1.4 gigawatt (GW) power supply agreement with Oracle for their new hyperscale data center in Saline Township, Michigan. This agreement is expected to save 300 million dollars per year for ratepayers while not increasing costs to existing customers. Institutional investors have confidence in Oracle, as evidenced by Adage Capital increasing their Oracle investment by approximately 19 percent to a total of approximately $365 million, and many institutional investors decreasing their exposure to the AI cloud infrastructure sector ahead of Nvidia’s Feb 25th earnings report.

To finance its artificially intelligent data center expansion plans, Oracle has announced plans to raise between $45 billion and $50 billion in total financing this year by using a combination of near market equity offerings of common stock and new bond offerings. While analysts are generally supportive of this decision, there is concern that these large upfront investment outlays may place enough pressure on Oracle’s free cash flow and credit ratings to hinder its ability to execute on its larger enterprise AI platform, creating the potential for litigation.

Oracle's stock price sits at approximately 46% below its 52-week high of $345.72 per share. Investors will look for an update on Oracle’s quarterly results during mid-March 2026 to assess growth trends in the cloud and assess Oracle’s ability to efficiently deliver on the increasing demand for enterprise AI capabilities through its infrastructure investments.