Zacks Investment Research
28 Jul 2026, 17:46 UTC · 3h ago
Oracle vs. Alibaba: Which Cloud & AI Giant Should You Buy Right Now?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
28 Jul 2026, 17:46 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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4 claims · each scored for market impact
Oracle's Remaining Performance Obligations (RPO) grew 363% year-over-year to reach $638 billion. — An unprecedented backlog of this scale indicates massive future revenue certainty and strong enterprise demand for AI infrastructure.
+0.80Oracle's fiscal 2026 cloud revenues surged 39% to $34 billion, with total revenues rising 17% to $67.4 billion. — High double-digit growth in the high-margin cloud segment proves Oracle's successful transition to a cloud/AI powerhouse.
+0.60Prepaid and customer-supplied hardware within Oracle's contracts now totals $75 billion. — This significantly reduces the capital expenditure burden and financial risk for Oracle when scaling its data centers.
+0.50Continue reading
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Alibaba's fiscal year showed accelerating cloud and AI revenues despite costs from aggressive spending. — While growth is returning, the impact is tempered by the mentioned cost of aggressive spending on infrastructure.
+0.30Which stocks this story touches
Reported record cloud growth, record revenues, and an unprecedented 363% increase in performance obligations.
Reported accelerating cloud and AI revenues, although profitability was impacted by aggressive spending.
[mutual] Both companies are described as full-stack cloud and AI powerhouses competing in the technology race.
[mutual] Oracle expanded its collaboration with NVIDIA for scalable AI supercomputing.
[mutual] Oracle deepened its partnership with Google by integrating Gemini Enterprise with Oracle AI Database.
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