Cloud AI Update - Pipefy Expands US Reach With Oracle Cloud AI Integration

Pipefy, a process management and AI platform, has expanded the availability of its AI Agents to enterprises across the United States, utilizing Oracle Cloud Infrastructure (OCI) for enhanced performance and scalability. This development allows U.S. companies to automate complex business processes with increased intelligence and security, reflecting a significant commitment to advancing AI capabilities within enterprise solutions. Previously available only in Latin America, Pipefy's AI agents aim to deliver measurable productivity gains and efficiencies by embedding AI capabilities in critical business workflows. This expansion is further highlighted by Pipefy's recent recognition through an Oracle ISV Partner Award, underscoring its innovation and rapid growth within the sector.

• Oracle (NYSE:ORCL) last closed at $198.85 down 10.8%.

In other market news, Ciena (NYSE:CIEN) was a standout up 9.2% and finishing the session at $242.37, not far from its 52-week high. On 11 Dec 2025, the company issued earnings guidance for Q1 and fiscal year 2026, projecting revenues between $1.35 billion-$1.43 billion for the quarter and $5.7 billion-$6.1 billion for the year. In the meantime, Oracle (NYSE:ORCL) trailed, down 10.8% to end the day at $198.85. On Thursday, Oracle's earnings report showed significant year-over-year growth in revenue and net income.

Oracle's accelerated cloud growth through AI-driven demand solidifies its strategic advantage as a pivotal tech provider. Click to explore Oracle's transformative journey and potential investment opportunity.

To gain a deeper understanding of the financial dynamics shaping Cloud AI investments, quickly revisit our Market Insights article where we explored AI companies' strategic foray into the bond market to fund growth.

Best Cloud AI Stocks

• Microsoft (NasdaqGS:MSFT) finished trading at $483.47 up 1%. Three days ago, the company announced significant expansion plans in India and Canada, including investments in AI and cloud infrastructure.
• Apple (NasdaqGS:AAPL) closed at $278.03 down 0.3%, close to the 52-week high.
• Alphabet (NasdaqGS:GOOGL) settled at $312.43 down 2.4%, close to the 52-week high. This week, Google announced a 911 live video integration for emergency response and a CO2 removal agreement with Ebb.

Key Takeaways

• Click this link to deep-dive into the 160 companies within our Cloud AI Stocks screener including Baidu, monday.com and Arrow Electronics.
• Curious About Other Options? Uncover 9 companies that survived and thrived after COVID and have the right ingredients to survive Trump's tariffs.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "Pipefy Leverages Oracle Cloud Infrastructure to Deliver its AI Agents to U.S. Customers" from Pipefy on GlobeNewswire (published 11 December 2025)

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