Oracle (ORCL) Rallied on Its Revolutionary Growth in Cloud Infrastructure

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” third-quarter 2025 investor letter. The letter highlighted the market review, quarterly performance, and attribution analysis. A copy of the letter can be downloaded here. In the quarter, the US equity market rallied, with the S&P 500 Index reaching 8.12%. Bonds also finished higher in the period, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03%. The composite has returned 7.22% gross of fees (7.10% net of fees) in the quarter, underperforming the S&P 500 Index’s 8.12% gain. Security selection led to the relative underperformance of the strategy in the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Aristotle Atlantic Core Equity Strategy highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was -25.31%, and its shares gained 18.41% of their value over the last 52 weeks. On November 11, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $217.57 per share, with a market capitalization of $620.247 billion.

Aristotle Atlantic Core Equity Strategy  stated the following regarding Oracle Corporation (NYSE:ORCL) in its third quarter 2025 investor letter:

“Oracle Corporation (NYSE:ORCL) contributed to performance in the third quarter due to its transformative growth in cloud infrastructure, with management announcing that Oracle Cloud Infrastructure (OCI) revenue would grow this fiscal year and then increase through fiscal 2030. The stock surged following the closure of multiple multi-billion-dollar deals, including the $30 billion Stargate contract with OpenAI. Additionally, remaining performance obligation (RPO) growth reached 359%, providing investors with greater visibility into future revenue streams.”

Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal

Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 124 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the second quarter, up from 97 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Oracle Corporation (NYSE:ORCL) and shared the list of stocks Jim Cramer discussed. In Q3 2025, Oracle Corporation (NYSE:ORCL) contributed to Carillon Eagle Growth & Income Fund’s performance. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.