Oracle Stock Surge 2025: What To Know About Its Cloud Growth?

July 2, 2025

By Chua Jia XuanPublished On: July 2, 2025Categories: Companies We Love, Market Watch, WealthPulseViews: 1217

Oracle isn’t usually the first name investors think of when it comes to cloud or tech innovation.

But in 2025, its stock is up a staggering 70% from recent lows, and many retail investors are only just catching on.

We covered this in more detail in our latest Wealth Pulse session.

Watch the full breakdown here:

In this article, let’s break down the three big insights around Oracle’s unexpected rally, why the cloud infrastructure battle is heating up, and what smart investors should pay attention to next.

1. The Silent Cloud Contender: Oracle’s Infrastructure Growth

While most investors look to Microsoft Azure, AWS, and Google Cloud, Oracle’s cloud infrastructure quietly posted a 50% year-over-year growth in revenue. Even more impressive:

Enterprise cloud-native customers grew by 162%.
Customers spending more than $5 million rose by 42%.

These aren’t small wins. They show that Oracle is carving out a significant chunk of the enterprise cloud space, particularly among industries that demand robust databases and infrastructure.

If you thought Oracle was just an old-school software provider, 2025 is proving that assumption wrong.

Oracle’s strategic bets on cloud, AI infrastructure, and enterprise partnerships are now showing up in its financials, even if overall revenue growth is in the low teens.

2. The TikTok-Oracle Connection: Speculation Fueling the Rally

There’s been increasing chatter around TikTok’s potential acquisition or partnership with a US-based company. And Oracle’s name keeps popping up, alongside Blackstone and Andreessen Horowitz.

While there’s no confirmed deal, the association with TikTok, a platform with massive data infrastructure needs, has certainly reinvigorated investor interest in Oracle. The market sees Oracle as a safe pair of hands to manage sensitive data within US jurisdiction.

It’s important to note that the 70% stock surge isn’t directly driven by the TikTok news. Instead, it’s Oracle’s underlying business improvements. But the speculation adds narrative fuel, making Oracle a stock to watch if any TikTok-related deal surfaces.

3. Cloud Wars Are Far from Over

Eric from Wealth Pulse pointed out that while companies like Microsoft and Google dominate headlines, Oracle remains deeply embedded in the cloud infrastructure layer.

Their strength? Enterprise-grade databases and legacy systems that still power major industries. As the cloud market matures, Oracle’s expertise in secure, scalable infrastructure is gaining newfound relevance.

Moreover, Oracle’s cloud momentum suggests that the cloud wars aren’t a winner-takes-all scenario. There are ample opportunities for multiple players to thrive, especially those serving specialized enterprise needs.

GoodWhale’s Take

Oracle’s stock surge is a reminder that the market rewards substance, not just hype. While TikTok news might spark speculative interest, it’s Oracle’s consistent cloud growth that deserves your attention.

If you’re an investor looking beyond the usual Magnificent Seven stocks, Oracle might just be a hidden gem to explore further.