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437 Oracle’s Blockbuster Projections; Apple’s New iPhones

The Information
Martin Peers @ The Information · 09/09/2025 20:00 EDT

Oracle’s Blockbuster Projections; Apple’s New iPhones

The biggest news today wasn’t Apple’s new line of iPhones—that was about as much of a secret as the time of tomorrow’s sunrise (for more details of the Apple presentation, see below)—but Oracle’s blockbuster revenue projections. The software-and-cloud firm is enjoying what you might call its Nvidia moment. It is finally showing the benefits of signing AI firms like OpenAI to use its cloud services. Its new revenue forecasts sent investors into a frenzy, lifting Oracle stock as much as 27% to $307 a share in

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