Billionaire David Tepper’s Top 10 Stock Picks Heading into 2025

8. Oracle Corporation (NYSE:ORCL)

Appaloosa Management LP’s Stake Value: $268.11 Million

Number of Hedge Fund Holders: 91

Oracle Corporation (NYSE:ORCL) is a technology company that offers products and services that address enterprise information environments. As cloud computing has emerged as the foundation of the digital revolution, ORCL has emerged as a significant player in the burgeoning sector. The company boasts a client base that includes Fortune 500 companies, governments, and leading database enterprise companies.

Likewise, Oracle Corporation (NYSE:ORCL) is one of the biggest beneficiaries of the artificial intelligence-driven demand for cloud services. Its cloud services growth, AI vision and a shift of database businesses to the cloud affirm why it is one of Billionaire David Tepper’s top 10 stock picks. Its growth metrics and long-term prospects are solid, especially on signing agreements with big three cloud providers Amazon, Microsoft and Alphabet’s Google.

Agreements with tech giants open the way for Oracle Corporation (NYSE:ORCL) to introduce its services to new customers, strengthening its revenue base. Additionally, the company is expanding and strengthening its business on the international scene. It has partnered with Japan’s NTT Data to expand its cloud capabilities. Its cloud infrastructure is to be integrated into the US Army’s Integrated Personnel and Pay System-Army. The strategic partnerships should positively impact Oracle’s growth metrics, allowing it to generate significant shareholder value.

Madison Sustainable Equity Fund stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q3 2024 investor letter:

“The top contributors in the quarter were NextEra Energy, Oracle Corporation (NYSE:ORCL), Progressive Corporation, Equifax Inc., and United Healthcare. Oracle reported a strong first quarter with accelerating Cloud infrastructure demand. Oracle followed its solid first quarter with an upbeat analyst meeting which highlighted multi-year growth opportunities for the company.”