Cullen Capital Management, LLC, operating as Schafer Cullen Capital Management, Inc., released its third-quarter investor letter on the “SCCM Value Equity Strategy.” The US equity market saw positive returns, with the S&P 500 up 8.1% and the Russell 1000 Value surging 5.3%. The value equity strategy returned 6.9% (gross) and 6.8% (net) in the quarter.

In the third quarter investor letter, SCCM Value Equity Strategy highlighted Oracle Corporation (NYSE: ORCL), with a one-month return of -19.13% and a 15.59% gain over the last 52 weeks. On November 18, 2025, Oracle Corporation (NYSE: ORCL) stock closed at $220.49 per share, with a market cap of $628.57 billion.

SCCM Value Equity Strategy noted Oracle Corporation’s (NYSE: ORCL) strong stock selection within Information Technology, with a +28.9% return. The company’s announcement of a $30 billion cloud services contract boosted performance, validating its aggressive cloud strategy. Micron shares also rose 35.9% in Q3 due to anticipated data center buildouts in the US.

Oracle Corporation (NYSE: ORCL) is not among the 30 Most Popular Stocks Among Hedge Funds, with 124 hedge fund portfolios holding the stock at the end of Q2. While acknowledging Oracle’s potential, SCCM believes certain AI stocks offer greater upside potential. For those seeking an undervalued AI stock benefiting from current trends, see their free report on the best short-term AI stock.

Read more at Yahoo Finance: Oracle (ORCL) Rallied Following a Big Cloud Services Contract