While the stock cooled in the past couple weeks, Oracle (ORCL) has been on an undeniable tear since the start of 2025. Steven Dickens believes it has grown to become an essential part of the A.I. trade, calling it the "fourth hyperscaler." He explains why Oracle is an emerging giant that he says will stand alongside Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL). Tom White helps investors navigate the options front for Oracle.