What caused Oracle's stock to rise in May?

The main reason is the improved relationship between Oracle and OpenAI, boosting growth expectations in cloud computing and AI.

Did other tech stocks rise in May?

Yes, the Nasdaq rose 6%, NVIDIA rose 12%, while Intel fell 3%.

Oracle Stock Surges 39.9% in May on OpenAI Ties

Oracle (ORCL) stock surged 39.9% in May 2026, driven by improved ties with OpenAI. The rally reflects investor optimism about Oracle's cloud and AI prospects.

June 4, 2026

2 min read

Source: Motley Fool

Key Numbers

stock gain

39.9%

Oracle (ORCL) stock surged 39.9% in May 2026, according to data from Motley Fool. The sharp rally was fueled by a strengthened relationship between Oracle and OpenAI, boosting investor confidence in Oracle's growth prospects in cloud computing and artificial intelligence.

Possible Reasons

Enhanced partnership with OpenAI: Reports indicated that Oracle signed a new agreement with OpenAI to provide additional cloud infrastructure, potentially generating significant revenue.
Investor optimism: This development triggered a wave of buying, as investors saw Oracle as a key beneficiary of rising AI demand.

Context

Monthly performance: The stock posted exceptional gains in May, outperforming the Nasdaq, which rose only 6%.
Sector performance: The tech sector broadly rebounded in May, but Oracle was the best performer among major tech companies.

Similar Moves in the Sector

NVIDIA (NVDA): NVIDIA stock rose 12% in May on AI chip demand.
Intel (INTC): Intel stock fell 3% in May, reflecting weaker performance compared to Oracle.

Frequently Asked Questions

Oracle (ORCL) stock rose 39.9% in May 2026.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.