Oracle gains over 8% after expanding partnership with Google Cloud

Oracle’s stock jumped over 8% on July 30, 2026, after the company announced a meaningful expansion of its partnership with Google Cloud. The deal brings Google’s Gemini AI models directly into Oracle’s enterprise application stack, covering Oracle Fusion Cloud Applications and Oracle NetSuite. What the deal actually does Gemini models will be embedded into Oracle’s AI Agent Studio for Fusion Applications, which means enterprise customers can activate AI agents directly inside the workflows they already use. Customers will be able to run Gemini-powered agents without physically moving their data out of Oracle’s environment. Oracle NetSuite, which serves a large base of small and mid-sized businesses, is also included in the integration. A partnership that has been building for two years The Oracle and Google Cloud relationship has been layering on complexity since June 11, 2024, when the two companies first announced a multicloud partnership that let Oracle databases run on Google Cloud infrastructure. Gemini models became available through Oracle Cloud Infrastructure in August 2025. Oracle previewed its AI Database Agent for Gemini on April 22, 2026. The Oracle AI Database is now l...