Top 5 AI Stocks That Could Break the Trillion Dollar Barrier

2. Oracle Corporation (NYSE:ORCL)

Market Capitalization as of April 20: $512 Billion

Next Year Revenue Growth: 19%

Next Year EBITDA Growth: 22%

In the eyes of elite investors, Oracle Corporation (NYSE:ORCL) has transformed from a legacy database firm into a critical fourth member of the Hyperscale cloud club alongside Amazon, Microsoft, and Google. A major reason for Wall Street interest in the stock is Oracle’s Remaining Performance Obligations (RPO), which reached a record $553 billion in early 2026. This backlog is roughly eight times Oracle’s annual revenue, providing guaranteed revenue visibility that is virtually unheard of in the software sector. The surge is driven by multi-billion dollar AI infrastructure deals with OpenAI, Meta, and NVIDIA. Institutional investors are also particularly focused on the short-term RPO, which grew 40% in Q2 2026, signaling that this backlog is beginning to convert into recognized revenue faster than expected.

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Oracle Corporation (NYSE:ORCL) has been solving physical AI constraints, like power and space issues, in recent months to gain investor confidence. Earlier this month, Oracle expanded its deal with Bloom Energy to 2.8 gigawatts of fuel-cell capacity. This allows Oracle to build AI data centers independently of the traditional power grid, cutting deployment time in half. The firm is currently building data centers measured in gigawatts, including a massive $14–$16 billion project in Michigan supported by institutional heavyweights like Pimco and Bank of America. Oracle’s aggressive multicloud pivot has ignited Wall Street interest as well. This strategy has transformed its database from a walled garden into a universal utility. Oracle now runs its database natively on AWS, Microsoft Azure, and Google Cloud. This openness triggered a 531% surge in multicloud database revenue in early 2026.