Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%

Morgan Stanley's Oracle price target raise sent ORCL up 5% and lifted CRWV 2%, even as Oracle remains down 14% year to date.

Snowflake sits out Tuesday's AI cloud rally despite Q2 FY2027 revenue rising 35% YoY to $1.55 billion, while SPY slips 0.2%.

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AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle ( NYSE:ORCL ) reignited enthusiasm across GPU cloud peers. Morgan Stanley's price target raise is the day's catalyst, and it's pulling CoreWeave ( NASDAQ:CRWV ) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names.

The SPDR S&P 500 ETF Trust ( NYSEARCA:SPY ) is down 0.12%, so cloud infrastructure names are rising against a softer tape. No dedicated cloud sector fund carried a same-day figure, so the broad-market benchmark alone anchors the framing contrast today.

Oracle stock is up 5% to $167.15 in early trading. Meanwhile, CoreWeave stock is up 3% to $92.20 on the same AI infrastructure tailwind.

Morgan Stanley Price Target Raise Lifts Oracle

Morgan Stanley raised its Oracle price target, and that's the trigger behind Tuesday's move. The raise validates the market's AI infrastructure spending case and lifts sentiment around Oracle's cloud pipeline heading into a fresh reporting window.

Oracle's most recent earnings offer a constructive backdrop. Its Q4 FY2026 report on June 10 showed Cloud Infrastructure revenue up 93% year over year (YoY) to $5.79 billion, and its Remaining Performance Obligations surged 363% to $638 billion.

That RPO figure includes $75 billion tied to prepaid or customer-supplied GPU AI contracts. Oracle's management confirmed a $90 billion FY2027 revenue target and raised non-GAAP EPS guidance to $8.05.

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