Why Oracle’s Stock is Surging to an All time High

On Friday, Oracle announced a meaningful earnings beat and strong forward guidance on the strength of its license business; and slightly better than expected cloud performance. The stock rose sharply on the day and closed up nearly 16% surpassing $280B in market value. Oracle’s success is due largely to its execution of a highly differentiated strategy that has evolved over the past decade or more; deeply integrating its hardware and software, heavily investing in next generation cloud, creat...