Oracle (ORCL) Stock: Surges 6% as Google Cloud Deal Expands AI Across Fusion and NetSuite

NewsThu, 30 Jul 2026 16:25:58 UTC4 hours ago
Oracle (ORCL) Stock: Surges 6% as Google Cloud Deal Expands AI Across Fusion and NetSuite

TLDR

  • Oracle adds Gemini models to AI Agent Studio for Fusion Applications and NetSuite.

  • Gemini will support automation, reasoning, presentations, and multimodal tasks.

  • Oracle will match AI models with workloads based on cost, speed, and performance.

  • The expanded deal strengthens Oracle’s enterprise software and cloud AI offering.

  • Google Cloud gains broader access to Oracle’s global applications customer base.

Oracle (ORCL) shares jumped 6.81% to $125.76 after the company expanded its artificial intelligence partnership with Google Cloud. The agreement will bring Google’s Gemini models into Oracle Fusion Applications and NetSuite. The move strengthens Oracle’s enterprise software position as companies seek wider model choice and lower automation costs.



Oracle Corporation, ORCL

Gemini Models Enter Oracle AI Agent Studio

Oracle plans to add Gemini models to Oracle AI Agent Studio for Fusion Applications. Customers and partners will use the models to build agents and automate business processes. The platform already supports Oracle, partner, and external agents through reusable development tools.

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