New York, Jan 26, 2026, 10:49 EST — Regular session
- Oracle shares climbed roughly 3.3%, outpacing the broader tech sector’s gains.
- A fresh life-sciences client has started using the company’s Argus safety software, the firm revealed.
- Traders are focused on the Fed’s rate decision set for Jan. 28 and Oracle’s earnings due in mid-March.
Oracle shares climbed 3.3% to $182.98 on Monday, beating the tech sector’s 0.7% increase and the Nasdaq 100’s roughly 0.5% gain. Microsoft and Amazon also pushed higher.
This shift is significant as Oracle has weighed heavily in the debate over how quickly heavy AI infrastructure spending translates into revenue. Back in December, the stock dropped after the company’s forecasts came up short and it warned of much higher capital expenditures. 1
Investors are gearing up for the Federal Reserve meeting this week, which could shift rate expectations and impact risk appetite in mega-cap tech. The Fed convenes January 27-28, with its decision set for Wednesday. 2
Oracle highlighted new customer interest in a specialized area of its software lineup. Voisin Consulting Life Sciences, a contract research organization, selected Oracle Argus for pharmacovigilance tasks, the company announced. Seema Verma, Oracle Health and Life Sciences executive vice president, described it as a “dependable, advanced safety solution.” 3
This announcement veers away from the cloud-infrastructure story that’s fueled Oracle’s ups and downs. Still, it bolsters management’s argument that the company can push vertical software alongside its platform services.
Oracle has pointed to contracted cloud commitments to signal demand strength. In its fiscal second-quarter results released in December, the company reported $523 billion in remaining performance obligations—a metric showing contracted revenue still to be recognized—and noted a 68% jump in cloud infrastructure revenue. 4
The sticking point remains how those commitments will actually be fulfilled. Oracle’s expansion has drawn sharp questions about financing and follow-through, especially after bondholders sued over disclosures related to debt for AI infrastructure. 5
Another risk: changes in rates or credit conditions might hit highly capital-intensive trade setups first, even if the core demand remains steady.
Traders are now focused on whether Monday’s shift will stick after the Fed’s Jan. 28 decision, a key date that could shake up rate-sensitive tech stocks.
Oracle plans to release its fiscal third-quarter update in mid-March, according to the company. 6
