From Nasdaq: 2025-06-15 04:45:00

Artificial intelligence (AI) is driving profitable opportunities in the cloud computing market, valued at $348 billion and growing 23% year over year. Top cloud stocks investing in data centers for AI applications show potential for a bull run.

Oracle stock, despite tripling over three years, still offers upside with better-than-expected revenue in fiscal 2025. Cloud infrastructure revenue grew 52% year over year, positioning Oracle as a preferred choice for AI training and inferencing.

Alphabet’s Google Cloud, selected by OpenAI for its computing needs, is gaining traction with 28% cloud revenue growth year over year. Google Cloud’s AI software, Gemini model, and custom AI chips are driving operating profit growth, making Alphabet an undervalued cloud stock.

Oracle and Alphabet are both poised for growth in the cloud market, with Oracle’s cloud revenue expected to accelerate over the coming years. Oracle’s forward P/E ratio of 30 is lower than Amazon and Microsoft, suggesting it is undervalued. Alphabet’s Google Cloud could contribute significantly to its operating profit in the next few years, making it an attractive investment option.



Read more at Nasdaq: 2 Artificial Intelligence (AI) Cloud Stocks to Buy in June