Oracle Corporation (ORCL) Cloud Infrastructure’s Role in Shaping the AI Landscape

3 days ago 7

Soumya Eswaran

Thu, November 27, 2025 astatine 7:18 AM CST 3 min read

Sands Capital, an concern absorption company, released its “Sands Capital Select Growth Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. large-cap maturation equities continued to retrieve from a crisp sell-off successful aboriginal April. Strong firm earnings, capitalist enthusiasm astir artificial quality (AI), and increasing expectations for Federal Reserve argumentation easing drove the robust gains. The portfolio returned 6.3% (net) successful the quarter, compared to the benchmark's 10.5% gain. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Select Growth Strategy highlighted stocks specified arsenic Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that code endeavor accusation exertion environments. The one-month instrumentality of Oracle Corporation (NYSE:ORCL) was -25.55%, and its shares gained 12.18% of their worth implicit the past 52 weeks. On November 21, 2025, Oracle Corporation (NYSE:ORCL) banal closed astatine $204.96 per share, with a marketplace capitalization of $584.298 billion.

Sands Capital Select Growth Strategy stated the pursuing regarding Oracle Corporation (NYSE:ORCL) successful its 3rd 4th 2025 capitalist letter:

"Oracle Corporation (NYSE:ORCL) is emerging arsenic a person successful infrastructure for AI workloads. Oracle Cloud Infrastructure (OCI) is moving from a second-tier rival successful the CPU-based unreality infrastructure paradigm to the preeminent infrastructure supplier for immoderate of the astir important AI companies. An inflection successful large-scale, multi-year lawsuit commitments from AI companies, including OpenAI, demonstrates this shift. While Oracle besides has well-established database and endeavor assets readying (ERP) bundle businesses that relationship for the bulk of existent revenues and earnings—and themselves person reasonably charismatic maturation prospects—the semipermanent maturation lawsuit progressively rests connected its unreality infrastructure business."

Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal

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