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Oracle’s trying to look less like a sleepy database giant
Oracle spent Tuesday padding its AI-and-cloud toolbox with new agentic AI products across Fusion apps and financial crime software. Translation: it wants to sound less like the company that lives in your back office and more like the one running your back office on autopilot.
The new tools include Fusion Claw, a governed execution runtime for Oracle's agentic apps, plus a pair of Oracle Financial Services products — Nexus Case Flow and Nexus Reach — aimed at helping banks investigate alerts without turning every case into a full-on detective movie.
The NetApp deal is the part investors may actually care about
The juiciest piece for the stock, though, is Oracle’s partnership with NetApp on a fully managed OCI-native storage service built on ONTAP. That matters because storage is the plumbing behind a lot of AI and database workloads. If Oracle can make OCI stickier for enterprise customers, that’s one more reason people might keep paying for the ecosystem instead of shopping around.
The service is targeted at AI pipelines, databases, and other enterprise workloads, with general availability expected within the next 12 months. In other words: not instant revenue, but a clearer breadcrumb trail toward future cloud monetization.
Why the stock still looks wobbly
Even with the product news, Oracle shares are still acting like a stock trying to find the floor in socks on a polished kitchen tile.
- Shares were down slightly in premarket trading
- The stock is still in a broader downtrend
- Traders are watching support near $137 and resistance around $153.50
Oracle’s bigger problem isn’t a lack of announcements — it’s convincing the market that these announcements will translate into durable growth fast enough to matter. Big picture: the AI pitch is getting louder, but investors want proof, not just a shinier slide deck.