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Product / service launchEvent date · 2024-09-09

What if you bought Oracle around its AI-cloud surge to a record high?

This uses real data to show what would have happened if you had invested a lump sum in Oracle (ORCL), the veteran software company, around its September 2024 earnings that sent it surging to a record high on AI-cloud demand. It is a case of an old company re-rated by AI.

⚠️ Know the risk first

Even with a strong AI-demand narrative, single-stock volatility can remain. Always check the post-entry drawdown and loss period in the metrics.

⚠️ This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).

What happened that day

After the close on September 9, 2024, Oracle reported earnings led by surging AI-firm cloud demand and a large contract backlog, and the stock jumped double digits the next day to a then-record high. It is cited as a veteran software company's AI revival.

Why this date

The buy date is the AI-cloud earnings day (close, just before the jump), computing 'what if you bought around the old company's AI re-rating' with real data.

Investment conditions

Asset · Oracle (ORCL) · lump-sum around the AI-cloud re-rating, then held

Method · Lump-sum (all at once)

Period · 2024-09-09 ~ 2026-07-01

Amount · $7,407

As of · 2026-07-01

Key metrics

These results do not reflect taxes. Based on historical data.

Total invested
$7,407
Final value
$7,685
Profit
$277
Cumulative return
+3.7%
Annualized return (XIRR)
2.1%
Annualized return
2.1%
Buy price
$136.88
Final price
$142.01

Buy and final prices are shown in the asset's local currency (US & crypto $, Japan ¥, Korea ₩). Total invested and final value are in Korean won (₩).

Risk & recovery

As important as returns. This service does not hide maximum drawdown or loss periods.

Maximum drawdown (MDD)

-58.3%

Largest drop from peak

Longest loss period

0months

Months in loss: 0

Recovery period

0months

Growth over time

Invested principal (dashed) and portfolio value (solid). Values below match the calculation.

차트 로딩 중...

Total invested $7,407Final value $7,685 (+3.7%), Maximum drawdown (MDD) -58.3%

Why this period and asset

After the close on September 9, 2024, Oracle reported quarterly results, and citing surging cloud demand from AI firms and a large contract backlog, the stock jumped double digits the next day to a then-record high. It was a symbolic moment as the database veteran, founded in 1977, was spotlighted again as a cloud-infrastructure beneficiary in the AI era. This buy date uses the announcement-day close, computed as entering just before the jump was priced in.

Interpreting the result

This case shows the path of buying a single stock 'at the moment an old company is re-rated by a new tech boom.' Check the final value versus total invested in the metrics below, but also see in the maximum drawdown metric that single-stock volatility may have continued even after the re-rating. The AI-demand narrative is powerful, but a single stock's price can swing especially hard when heavy expectation is priced in. To compare with investing the same money monthly, see the link below.

Caveats & limits

As a single stock, be mindful of survivorship bias. Oracle is a large-cap that successfully re-rated, while many veteran companies failed trying to ride a new tech boom. Figures use adjusted close and exclude exchange rates, fees, and taxes; always review the maximum drawdown and loss periods. This page recommends no stock, and past results do not guarantee the future.

Event fact sources

  • Yahoo Finance, Oracle shares skyrocket on AI cloud growth (2024-09)
  • Alpha Spread, Oracle shares surge after AI and cloud deals (2024-09)

Requested date vs actual trading date

If the event date is a market holiday, the fill uses the next trading day's close. The 'effective trading date' below is the date actually used.

Data sources & limits

  • Price data source: Yahoo Finance / FinanceDataReader
  • Collected on: 2026-07-28
  • Effective trading date: 2026-07-01
  • Price basis: Adjusted close (reflects dividends and stock splits)
  • This asset is an individual stock chosen as of today, so past returns can look better than they really were (survivorship bias).
  • Trading fees and taxes are not reflected — figures are pre-tax.
  • Based on historical data; does not guarantee future returns.

Frequently asked questions

Why use September 9, 2024 as the buy date?

Because Oracle reported AI-cloud-driven earnings after the close that day, and the stock jumped double digits the next day to a record high. The buy uses the announcement-day close, just before the jump was priced in.

Why did an old company become an AI beneficiary?

Oracle is a database company founded in 1977, but as AI firms needed large amounts of cloud infrastructure, its cloud business receiving that demand was re-rated. It is cited as an 'old company's AI revival' story.

Is it safe after the re-rating?

No. A single stock with heavy expectation priced in can still swing widely afterward. See the post-entry volatility in the maximum drawdown metric below. A strong narrative does not mean low volatility.

Are FX and taxes reflected?

No. Exchange rates, trading fees, and taxes are not reflected — figures are pre-tax. This page only shows historical data and recommends no specific stock.

Related scenarios

📋 Results are based on historical data; past returns do not guarantee future returns.

📋 This service is provided for educational purposes to help you understand investing, not as investment advice.

⚠️ Calculated using today's representative assets, which may differ from the market composition at the time.