Oracle put its cloud rival’s AI inside its business apps, and the stock jumped 8%

Oracle has just put its cloud rival’s AI at the heart of the software its customers run their businesses on. Investors cheered.

The company said on Thursday it is expanding its Google Cloud partnership to bring Gemini into Oracle’s enterprise applications. Gemini will slot into Oracle AI Agent Studio for Fusion Applications. It will also power embedded AI across Oracle Fusion apps and NetSuite.

Two models are on the menu. Gemini 3.1 Flash-Lite is tuned for cheap, efficient work. Gemini 3.5 Flash handles heavier reasoning and creative tasks such as video and presentations. Both join models Oracle already offers.

Wall Street liked it. Oracle shares rose as much as 8.4% to $127.64, Bloomberg reported.

Even giants are going multi-model

Oracle put its cloud rival’s AI inside its business apps, and the stock jumped 8%

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