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Shares of enterprise software major Oracle (ORCL) climbed 3.4% early Wednesday, rebounding from the previous day’s 3% decline.

The recovery was supported by gains across US equity markets, which were lifted by robust earnings reports from major financial institutions.

The Dow Jones Industrial Average rose 161 points, or 0.3%, while the S&P 500 gained 0.7% and the Nasdaq Composite advanced 1%.

Bank of America (BAC) and Morgan Stanley (MS) both reported better-than-expected quarterly results, with their shares up 4% and 7% respectively, setting a positive tone for the broader market.

Oracle is hosting its four-day AI World conference in Las Vegas, with much of the attention centred on its cloud computing business — the main driver behind the massive rally in the Oracle stock this year, making it one of 2025’s best performers in the S&P 500.

The event will culminate with an investor day on Thursday, where the software maker is expected to outline updated financial targets, offering fresh insight into its growth trajectory and cloud strategy.

Oracle partners with Microsoft
 

Oracle on Wednesday announced a collaboration with Microsoft (MSFT) to create an integration blueprint aimed at helping manufacturers improve supply chain efficiency and responsiveness.

The blueprint will enable organisations using Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to leverage real-time data from factory equipment and sensors through Microsoft’s Azure IoT Operations and Microsoft Fabric.

This integration is designed to enhance data-driven decision-making and automate critical supply chain processes.

“This collaboration with Microsoft reflects Oracle’s commitment to Smart Operations, where real-time data drives smarter, faster, and more connected manufacturing,” said Vikash Goyal, vice president of Supply Chain Planning and Execution Product Strategy at Oracle.

According to the company, the integration will allow manufacturers to accelerate response times, improve operational efficiency, and gain greater visibility across production and logistics workflows by connecting live shop floor data directly into enterprise systems.

Analyst remains bullish despite recent volatility
 

Earlier this month, Citi analyst Tyler Radke raised his price target on Oracle stock to $415 from $395 while maintaining a buy rating.

Oracle stock has been on a rollercoaster ride over the past month amid market concerns about the sustainability of the artificial intelligence rally, but Radke remains optimistic about the company’s long-term outlook.

“We view the pullback as a buying opportunity as we see a broadening set of customers powering OCI growth, and we expect management to provide incremental clarity on CapEx, financing needs and long-term profitability around the ramping AI projects,” Radke said.

He expects the continued expansion of artificial intelligence infrastructure within Oracle’s cloud segment to remain a key growth driver for the company.

Oracle’s latest announcement marks another step in its ongoing effort to strengthen its cloud ecosystem and industrial technology offerings.

With investor sentiment improving alongside strong market performance, the company’s shares appear to be regaining momentum after recent volatility.

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