Sometimes a single headline reminds us why AI isn’t just a buzzword - it’s the megatrend of our lifetime. Last night, Oracle (ORCL) gave us one of those headlines.
Shares exploded more than 28% in premarket trading this morning after the company projected its AI-driven cloud revenue could soar from under $20 billion this year to a staggering $144 billion by 2030.
That’s not just growth. That’s a seismic shift.
Why Oracle’s Surge Matters
Even though Oracle actually missed Wall Street’s earnings estimates, investors didn’t care. The excitement was all about the future:
A 359% surge in its contract backlog to $455 billion.
Multibillion-dollar contracts with the likes of OpenAI, xAI, and Meta.
A capital spending plan that balloons to $35 billion in 2026, almost double last year’s.
Translation? Oracle is betting everything on AI - and the market is rewarding it.
This is exactly what happens when a company secures the most valuable resource of the decade: AI computing power. By locking up Nvidia’s GPUs and renting them out, Oracle has positioned itself as a critical supplier to the world’s leading AI players.
The Bigger Picture: AI Stocks Everywhere
Now, don’t get me wrong. Oracle’s move is huge - but it’s not alone.
Every tech giant is in an AI arms race:
Nvidia (NVDA) continues to dominate the picks-and-shovels side with its GPUs.
Microsoft (MSFT) and Alphabet (GOOG) are embedding AI into everything from search to cloud.
Amazon (AMZN) is quietly growing its AI services inside AWS.
And don’t overlook the next wave of players building the infrastructure: companies in data centers, networking, and power grids - all essential to keep this AI revolution running.
For investors, this means two things:
The opportunity is far bigger than just one stock.
We are still in the early innings.
My Take
I’ve been pounding the table on megatrends like this for over 20 years - from Tesla at $7 to Bitcoin under $650. And what we’re seeing today with AI reminds me of those moments.
Oracle’s $144 billion forecast isn’t just a number. It’s validation that AI will transform industries, create trillion-dollar opportunities, and mint the next generation of stock market winners.
The question isn’t whether AI stocks will lead the market over the next decade. They will. The real question is: Are you positioned to ride this wave?
👉 PS: If you want my best AI stock picks - including some under-the-radar names outside the mega-caps - make sure you’re plugged into my research at NXT Wave.
These opportunities don’t come around often, but when they do, they can change your financial future.
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Here’s to the future,
Matt McCall
Editor, Market Insights
