Oracle’s stock jumped over 8% on July 30, 2026, after the company announced a meaningful expansion of its partnership with Google Cloud. The deal brings Google’s Gemini AI models directly into Oracle’s enterprise application stack, covering Oracle Fusion Cloud Applications and Oracle NetSuite.
What the deal actually does
Gemini models will be embedded into Oracle’s AI Agent Studio for Fusion Applications, which means enterprise customers can activate AI agents directly inside the workflows they already use.
Customers will be able to run Gemini-powered agents without physically moving their data out of Oracle’s environment.
Oracle NetSuite, which serves a large base of small and mid-sized businesses, is also included in the integration.
