Oracle has soared 75% this year, headed for its second-best year on record and best since 1999, when shares roughly quadrupled in price. "The company is delivering a lot of value to its customers," said Dan Flax, senior research analyst at Neuberger Berman. ORCL ALL mountain Oracle, long term Now, refocusing on its cloud infrastructure business has helped Oracle master the AI ecosystem, fueling interest from investors. Still, investors such as Laffer Tengler Investments CEO Nancy Tengler view Oracle as operating in a sweet spot in the worlds of cloud computing and AI inference. "There's not a lot of companies that are growing" at the rate of Oracle.

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Persons: ChatGPT, Jensen, That's, Bill Clinton, Dan Flax, Neuberger Berman, Larry Ellison, Elon Musk, hyperscalers, Angelo Zino, Zino, Robert Pavlik, Ellison, Larry, Kim Forrest, He's, Steve Jobs, What's, Forrest –, Nancy Tengler, Tengler Organizations: Oracle, Nvidia, Devices, Microsoft, Forbes, CFRA, Bokeh Capital Partners, Amazon, Tengler Locations: U.S