New York, January 22, 2026, 17:06 EST — After-hours trading
- Oracle’s stock climbed roughly 2.4%, closing at $178.18 in Thursday’s late session.
- A report highlighted weaker demand for loan syndication connected to the OpenAI-linked “Stargate” data center projects.
- Oracle highlighted advancements in securing U.S. federal cloud clearance for Primavera Cloud, with a dividend payment scheduled for Friday.
Shares of Oracle Corp climbed roughly 2.4% to $178.18 in after-hours trading Thursday. The stock bounced back alongside the broader tech sector, though discussions around AI infrastructure funding remain in focus.
Business Insider says investor interest is waning for about $38 billion in debt tied to two “Stargate” data-center campuses involving Oracle and OpenAI, citing an insider. Gil Luria, an analyst at DA Davidson, told the outlet, “Oracle has become a proxy for OpenAI’s ability to raise significant amounts of capital.” Oracle declined to comment. (Business Insider)
This matters now as the market juggles valuing Oracle both as a cloud-software giant and, occasionally, as a financing play. When major projects rely heavily on debt, even a slight change in lender appetite can quickly alter the equation.
Oracle highlighted its growing focus on government cloud projects. On Wednesday, the company announced that Oracle Primavera Cloud received a FedRAMP “In Process” designation aimed at Moderate authorization, a key federal security review for cloud providers. Oracle described this as progress toward offering the product to federal agencies. (Oracle)
Oracle wrapped up regular trading with a 2.47% gain, outpacing several major tech rivals as the S&P 500 and Dow also closed higher. The stock traded about 21 million shares, falling short of its 50-day average volume. According to MarketWatch data, Oracle remains roughly 48% below its 52-week peak. (MarketWatch)
Oracle’s next shareholder event is coming up soon. According to the company’s investor relations page, a quarterly cash dividend of $0.50 per share will be paid out on Friday, January 23. (Oracle Investor Relations)
The downside is straightforward. Should lenders push for higher returns to finance massive data-center builds, or if concerns about credit resurface, equity investors could retreat sharply — particularly in stocks linked to lengthy, multi-year capex cycles.
FedRAMP progress doesn’t guarantee full authorization. Being “In Process” falls short of that, and federal procurement often drags even after security issues are resolved.
Traders will be eyeing if Oracle can maintain Thursday’s bounce during Friday’s regular session, while keeping an ear out for updates on data-center financing and the upcoming dividend payout. According to Oracle’s investor FAQ, the company plans to release its fiscal third-quarter results in mid-March. (Oracle Investor Relations)
