Why Oracle Stock Crushed it on Friday
Key Points
It stands to benefit from an energy deal agreed between Oklo and Meta Platforms.
After all, it is a crucial partner in the social media site operator's AI efforts.
- 10 stocks we like better than Oracle ›
Oracle (NYSE: ORCL) will be a beneficiary of a major business deal involving one of its business partners, plus its stock made a bank's list of top companies that could outperform peers this coming earnings season. As a result, Oracle's share price increased by almost 5% on Friday, as eager investors flocked to the tech sector mainstay.
Current and anticipated wins
Oracle isn't directly involved with that deal, in which next-generation nuclear power company Oklo contracted with Meta Platforms to supply energy to a clutch of the social media company's data centers in the Midwest U.S.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
Image source: Getty Images.
However, Meta has contracted to use Oracle's Cloud Infrastructure service to bolster its Llama family of AI solutions. That data center deal Meta agreed with Oklo should significantly advance the former company's artificial intelligence (AI) ambitions.
Separately, global bank HSBC published an analysis Thursday morning that flagged 11 U.S.-listed stocks it feels could deliver significant upside surprises in the next earnings season. Among these was Oracle; according to reports, the bank noted that the company ended 2025 with nearly 10 times the project backlog it had at the conclusion of the previous year.
A fine play on AI advancement
In many ways, Oracle is front and center in the AI revolution, offering products and services to businesses actively developing the technology. On that basis alone, I'd seriously consider loading up on the stock.
Should you buy stock in Oracle right now?
Before you buy stock in Oracle, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Oracle wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $488,222!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,134,333!*
Now, it’s worth noting Stock Advisor’s total average return is 969% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of January 9, 2026.
HSBC Holdings is an advertising partner of Motley Fool Money. Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Oracle. The Motley Fool recommends HSBC Holdings. The Motley Fool has a disclosure policy.
Recommended Articles
