Oracle Corporation (NASDAQ:ORCL) stock rose Tuesday as the company deepened its push into enterprise artificial intelligence and healthcare-focused cloud services, reinforcing investor confidence in its long-term growth strategy.
Separately, DA Davidson upgraded the stock to Buy on Monday, citing growing conviction in Oracle’s AI strategy and long-term partnerships.
AI Agents Embedded Across Core Business Functions
Oracle announced the rollout of new role-based AI agents within Oracle Fusion Cloud Applications, designed to help organizations deliver intelligent, personalized customer experiences at scale. Built using Oracle AI Agent Studio, the agents are embedded directly into marketing, sales, and service workflows, enabling faster decision-making through unified data analysis, process automation, and predictive insights.
Running on Oracle Cloud Infrastructure, the prebuilt AI agents are natively integrated and available at no additional cost. Oracle said customers and partners can also create and manage custom AI agents through AI Agent Studio, extending flexibility across enterprise use cases.
Oracle simultaneously introduced AI agents focused on supply chain operations within its Fusion Cloud suite. These tools are designed to automate workflows, surface real-time insights, and strengthen operational resilience, with built-in security provided through Oracle Cloud Infrastructure.
Supply Chain and Manufacturing Enhancements
The company also unveiled new innovations in its Fusion Cloud Supply Chain & Manufacturing platform aimed at process manufacturing. The updates target industries that rely on complex mixing or blending, improving real-time production visibility and regulatory compliance. New capabilities include streamlined recipe and yield management, flexible batch execution, and advanced materials traceability within a unified cloud environment.
Analyst Upgrade Supports Bullish Outlook
DA Davidson recently upgraded Oracle to Buy from Neutral, citing confidence in the company’s AI strategy and long-term partnerships. The analyst firm pointed to expectations that a restructured OpenAI will re-emerge as Alphabet Inc. (NASDAQ:GOOGL) Google’s top challenger in the AI space — a shift it believes will directly benefit Oracle, given the company’s $300 billion agreement with the AI giant.
ORCL Price Action: Oracle shares were up 1.03% at $158.21 during premarket trading on Tuesday, according to Benzinga Pro data.
Photo by Jonathan Weiss via Shutterstock
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