This week, Oracle saw a surge of institutional confidence as several global financial giants significantly increased their stakes in the company.
Goldman Sachs led the buying activity, raising its Oracle holdings by an impressive 136%. Market watchers note that this sharp accumulation reflects optimism around Oracle’s accelerating cloud revenue, growing demand for OCI (Oracle Cloud Infrastructure), and expanding partnerships in the AI ecosystem.
State Street Capital also strengthened its position this week, increasing its Oracle shares by 58%. As one of the world’s largest asset managers, State Street’s move signals long-term confidence in Oracle’s subscription-based business model and consistent enterprise demand that continues to drive stable earnings growth.
SoftBank followed closely, upping its Oracle stake by 72% during the week. The investment aligns with SoftBank’s strategy of backing companies positioned to benefit from next-generation cloud, data, and AI innovations—areas where Oracle is rapidly advancing through strategic investments and the scaling of its Gen2 cloud.
Combined, these decisive increases from three major institutions highlight a growing belief in Oracle’s transformation from a legacy software provider into a formidable player in the cloud and AI infrastructure landscape.
With strong institutional backing this week and sustained momentum in cloud and AI workloads, Oracle appears well-positioned for continued growth heading into 2026 and beyond.
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