Oracle rises after Google AI deal announced
ReutersAug 14, 2025 3:17 PM
** Oracle ORCL.N stock advancing 1.3% and trading near record highs on Thurs after co announced deal to offer Alphabet's GOOGL.O Gemini AI models via Oracle cloud services and apps
** Partnership lets Oracle customers use Google AI for text, video, images, audio generation, paid with Oracle cloud credits
** Move expands Oracle's AI options for clients, while Google aims to boost cloud reach vs rivals like Microsoft MSFT.O
** Shares ~4% below record high close on August 6. Stock is up about 48% YTD, outperforming S&P 500 .SPX which is up 10%
** ORCL recently traded at 34x expected earnings, well above 5-yr avg forward PE of 19
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