Fast Money Blog- 9/12/25

The biggest story in the stock market by far this decade, was what happened when Oracle Corporation (ORCL) released their Q1 2026 earnings report on Tuesday, September 9th. 

Quarterly top-line revenue came in at $14.9 billion, up 12% year-over-year.

Quarterly cloud revenue was $7.2 billion, up 28% year-over-year. 

These results alone are fantastic, but what really got Wall Street’s attention was Oracle’s RPO (Remaining Performance Obligations), which is a measure of contracted revenue that has yet to be recognized. This metric surged 359% to $455 billion during its August-ended quarter. 

Not only that, over the next few months the company expects to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.

Here’s why this is such a big deal:

• Oracle expects its Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years.

• MultiCloud database revenue from Amazon, Google and Microsoft grew 1,529% just in Q1 alone. 

• Oracle recently signed a $300 billion deal with Open AI and is currently negotiating a $10 billion deal with Elon Musk’s AI venture, xAI.

• Over the past 6 months Oracle also signed contracts with the U.S. Government, including the U.S. Department of Agriculture (USDA), as well as one with the General Services Administration (GSA), an independent agency of the U.S. Government which helps manage and support the basic functioning of federal agencies. 

Wall Street had a unprecedented response to this extraordinary projected revenue growth, sending ORCL up over $95 per share on an intra-day basis. 

Most companies would never have give this kind of revenue guidance- which makes this an astounding occurrence. 

For all of the reasons above, I see ORCL shares doubling over the next 3 years. 

Tyrone Jackson, The Wealthy Investor