Oracle launched Fusion Agentic Applications, a new class of AI-powered tools embedded within its Fusion Cloud suite. These applications utilize specialized agents to reason and execute actions across finance, HR, and supply chain processes. The company also introduced new AI Database innovations to help clients build and deploy these applications securely.

The launch signals a strategic transition from assistive AI copilots to autonomous systems that directly perform business tasks. This shift aims to evolve enterprise software from a system of record into a system of execution by automating complex workflows.

Bank of America reinstated coverage on Oracle with a Buy rating and a $200 price target. Analysts cited rising demand for the company’s AI infrastructure and cloud services as key catalysts for growth.