Only in the AI era can a 48-year-old company add $200 billion in market cap in a single day. Oracle stock hit a record high on Wednesday with a historic one-day rally of 43 percen

Oracle has landed a $300 billion OpenAI deal, among the largest in cloud history. The agreement, reported by The Wall Street Journal, will see OpenAI purchase computing power from Oracle over the next several years in a bet that could reshape the cloud market. The scale of the pact underscores both the opportunities and risks tied to the AI boom.

Oracle's growth signals the end of experimental AI and urgent need for enterprises to secure production infrastructure now.