These 2 AI Stocks Could Surpass Oracle in Market Cap by 2030 - Mitrade

This article by Manali Pradhan examines Oracle's AI infrastructure dominance and evaluates two companies that could potentially surpass its $801 billion market cap by 2030.

Oracle has transformed into a critical AI infrastructure provider with a massive $455 billion contracted backlog, but faces challenges from excessive reliance on mega-deals like its $300 billion OpenAI contract and high capital expenditures. The analysis suggests Palantir Technologies and Eli Lilly present stronger growth opportunities due to their scalable business models and dominant market positions.

• Palantir's AI platform and government contracts provide sticky revenue streams with 48% revenue growth and 46% operating margins
• Eli Lilly's tirzepatide franchise (Mounjaro/Zepbound) drives exceptional growth with 38% revenue increase and expanding manufacturing capacity
• Oracle's dependency on few large contracts creates counterparty risk despite strong AI infrastructure positioning
• Both alternatives offer more scalable business models compared to Oracle's hardware-intensive operations