REDWOOD CITY, CA - MARCH 20: Pedestrians pass the Oracle Corp. headquarters March 20, 2006 in ... [ ] Redwood City, California. Oracle Corp.?s quarterly profit increased 42 percent, earning $765 million, or 14 cents per share compared to $540 million, or 10 cents per share, the same time last year. (Photo by Justin Sullivan/Getty Images)

Oracle shares have risen 50% in 2024 after its boffo 2025 fiscal Q1 earnings report. That increase is far more compelling than the rise in shares of Amazon ( 17%), Apple ( 18%), Google ( 7%), and Microsoft ( 9%).

The rise in Oracle stock can be explained by the company’s expectations-beating performance — most notably in the latest quarter. But analysts expect that growth to continue at least through 2026.

Ironically, Oracle is benefiting now from missing out on creating its own cloud services business when AWS and its peers latched on to that growth opportunity more than a decade ago, according to the Wall Street Journal.

AWS, Microsoft, and Google are choosing Oracle — due to its neutrality — to run the data centers they use for training the large language models that drive AI chatbots, notes the Journal.

Sadly for Oracle, once LLMs are trained, there is no significant need to retrain them. Unless Oracle........

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