Oracle stock got a much-needed boost after announcing an expanded partnership with Google Gemini. Microsoft results boosted AI stocks.

Oracle integrates Google's Gemini 2.5 AI models into its cloud infrastructure, expanding enterprise AI access and intensifying cloud provider

Oracle Corp (NYSE: ORCL) stock surges over 6% on Thursday after expanding its AI deal with Google Cloud to integrate Gemini models into Fusion Applications and NetSuite.