Source: Oracle, as at September 2025Order Flood<\/h3>\n Particularly eye-catching was Oracle\u2019s order intake: in the last quarter, the company secured four major contracts, including reportedly one of the largest cloud deals of all time. This involved an agreement with ChatGPT parent OpenAI for cloud capacity worth USD 300 billion over five years. Elon Musk\u2019s AI startup xAI is also among the customers of these supercomputing services. In total, Oracle\u2019s order backlog rose to USD 455 billion, a 359% increase year-over-year. CEO Safra A. Catz indicated that the USD 500 billion threshold could be crossed soon.<\/p>\n\n
Higher targets<\/h3>\n Given these numbers, it\u2019s no surprise that Oracle also raised its annual outlook. In the OCI segment, management now expects revenues of USD 18 billion, up 77%. Previously, Catz had forecast a 70% increase. In subsequent years, growth rates are expected to remain at similar levels. \u201cOracle is on the way to becoming not only the largest cloud applications company in the world but also one of the largest cloud infrastructure providers,\u201d the 63-year-old stated confidently. For the group as a whole, revenues of at least USD 67 billion are now projected \u2013 17% more than the previous year and two percentage points higher than the original forecast.<\/p>\n\n
For the veteran tech entrepreneur Larry Ellison, these recent successes mark a late crowning of his visions. Still, it should not be overlooked that Oracle remains a challenger in the cloud market \u2013 Big Tech players Amazon, Microsoft, and Google together control around two-thirds of the global cloud infrastructure market. But Oracle has a second pillar: its database division. This business too is now positioning itself for the AI future. At the upcoming company conference, Ellison plans to unveil a new version of \u201cOracle AI Database,\u201d enabling customers to directly connect AI models of any size with their corporate data. This will make Oracle\u2019s database a hub for putting proprietary data to use in GenAI. For companies sitting on vast Oracle databases, this could be a game changer: they can now run AI analyses without migrating their data to other systems.<\/p>\n\n
Sideways...<\/h3>\n For Oracle, the challenge now is to maintain its momentum \u2013 both operationally and on the capital markets. As far as the stock market is concerned, the company can afford to ease off the accelerator. The new softcallable barrier reverse convertibles from Leonteq already deliver double-digit percentage returns even in a sideways market. The CHF-denominated product offers a coupon of 10.20% p.a., while the USD variant promises as much as 14.20% p.a. The products allow the underlying asset generous room for movement. Within the maximum maturity of 15 months, a risk buffer of 41% protects the principal. The BRC\u2019s term can be shortened, with the first softcallable observation taking place after six months.<\/p>\n\n
Callable Barrier Reverse Convertible<\/h3>\n \n \n
\n <\/SavedSearch>\n <\/div>\n\n\u2026or Leveraged to Profit Success<\/h3>\n The recent market reaction showed that Wall Street is betting Oracle will disproportionately benefit from the AI trend. If the company succeeds in converting its recent mega-deals into profits, new stock market records could be on the horizon. Bold traders can bet on this with long instruments. Leonteq offers leverage products that turn rising share prices into outsized gains. In addition, there are warrants with knock-out and mini-futures with a short orientation. These would be suitable, for instance, should Oracle\u2019s stock go into consolidation after its recent surge.<\/p>\n\n
Leveraged products on Oracle<\/h3>\n\n
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