AI Infrastructure Beneficiary Stocks Surge by 80 Trillion Won in a Day

Oracle Corp. (ORCL) surged 9.61% to close at $209.25 on the New York Stock Exchange on the 27th, with trading volume exceeding 13.69 million shares. Its market capitalization climbed to about $601.8 billion—roughly KRW 830 trillion—adding some $64 billion (around KRW 90 trillion) in a single day.

The jump follows Oracle’s landmark long-term cloud infrastructure agreement with the U.S. government, valued at approximately $30 billion (about KRW 41 trillion), which designates Oracle as a key supplier of AI computing for defense and security applications. Analysts say this mega deal—together with heightened expectations around AI infrastructure—is driving a robust re-rating of the stock.

Historically known as a database software provider, Oracle is repositioning itself as an AI and cloud-infrastructure leader through its Oracle Cloud Infrastructure platform. The company has secured growth momentum via massive AI-compute and data-center contracts with the U.S. government and major technology firms. Oracle also announced plans to invest and raise up to $50 billion (approximately KRW 70 trillion) in capital expenditures by 2026, underlining its aggressive infrastructure expansion. Moving forward, the durability of AI demand will be a key variable in assessing the company’s valuation.