Oracle (ORCL): Cloud transition checkpoint in the shadow of the Fed meeting

Oracle enters this Fed meeting week at a critical checkpoint in its multi‑year shift from legacy licenses to cloud subscriptions, with investors weighing macro uncertainty against the company’s accelerating backlog, AI cloud narrative, and growing infrastructure footprint. The stock has already rerated on expectations that cloud services and license support will anchor durable growth, but questions remain about how higher‑for‑longer rates, IT budget scrutiny, and intense competition will shape Oracle’s next leg. This moment is as much about the pace and quality of the cloud transition as it is about how macro conditions color customers’ spending decisions.

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