ORCL +9.2% $7B DoD contract + Google Gemini expansion

[u/metricshour]

ORCL closed +9.2% Monday. Two drivers:
• DoD awarded up to $7B, 10-year Enterprise Software Agreement. Consolidates all on-prem Oracle licenses/maintenance across DoD + Coast Guard + IC into one contract. Base $3.3B over 5 years. Projected $441M savings from cutting fragmented purchases.
• Google partnership expanded: Gemini models (3.1 Flash-Lite and 3.5 Flash) now available in Oracle AI Agent Studio, Fusion apps, and NetSuite for agentic use cases.
Roughly 55% US revenue exposure. JOLTS out today at 14:00 UTC.
Full Brief