Oracle AI Agents Help Supply Chain Leaders Boost Efficiency and Strengthen Resiliency

Rhea-AI Summary

Oracle (NYSE: ORCL) announced new AI agents embedded in Oracle Fusion Cloud Applications to help supply chain leaders accelerate decision-making, automate workflows, and improve efficiency across planning, procurement, manufacturing, maintenance, logistics, and order management.

Agents run on Oracle Cloud Infrastructure, are prebuilt with integrated security, are included at no additional cost, and can be extended with AI Agent Studio for Fusion Applications.

News Market Reaction

+2.11%

17 alerts

+2.11% News Effect

+$9.82B Valuation Impact

$475.04B Market Cap

0.5x Rel. Volume

On the day this news was published, ORCL gained 2.11%, reflecting a moderate positive market reaction. Our momentum scanner triggered 17 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $9.82B to the company's valuation, bringing the market cap to $475.04B at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $157.16 Vol: Volume 49,472,542 is 1.61...

high vol

$157.16 Last Close

Volume Volume 49,472,542 is 1.61x the 20-day average of 30,800,953, indicating elevated interest ahead of/around this AI announcement. high

Technical Price 156.59 is below the 200-day MA at 220.22 and sits 54.71% below the 52-week high of 345.72.

Peers on Argus

ORCL gained 9.64% while key software peers also traded higher but less sharply: ...

ORCL gained 9.64% while key software peers also traded higher but less sharply: PLTR +4.65%, MSFT +2.19%, PANW +3.88%, NTAP +1.10%, FFIV +0.78%. The move appears more company-specific than a broad sector momentum event, consistent with the momentum scanner flagging no sector-wide move.

Previous AI Reports

5 past events · Latest: Feb 04 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 04	Clinical AI pilot	Positive	-5.2%	Healthcare system pilots Oracle Health Clinical AI Agent to streamline documentation.
Feb 03	AI banking platform	Positive	-3.4%	Launch of AI agentic platform for retail and corporate banking workflows.
Jan 29	Life sciences AI launch	Positive	-2.2%	Debut of Life Sciences AI Data Platform unifying 129M+ de-identified EHR records.
Nov 19	AI award recognition	Positive	+2.3%	Named Overall Winner in Chartis RiskTech AI 50 2025 for second year.
Nov 18	AI EHR certification	Positive	+0.3%	ONC-certified AI-powered EHR for U.S. ambulatory use with embedded agentic AI.

Pattern Detected

Recent AI-tagged announcements have often seen negative next-day moves despite positive product or recognition news, with three declines and two gains in the last five AI events.

Recent Company History

Over recent months, Oracle has consistently highlighted AI capabilities across verticals. On Jan 29, 2026, it launched the Life Sciences AI Data Platform, followed by an AI banking platform on Feb 3, 2026 and a Canadian clinical AI agent pilot on Feb 4, 2026. Earlier, in Nov 2025, Oracle received top AI recognition from Chartis and achieved ONC certification for its AI-powered EHR. Today’s AI agents for supply chain extend this multi-industry AI rollout theme.

Historical Comparison

AI

-1.6 %

Average Historical Move

Historical Analysis

In the past AI-tagged releases, ORCL’s average next-day move was -1.63%. Today’s +9.64% move on new AI supply-chain agents stands out as a much stronger reaction than prior AI announcements.

Typical Pattern

AI news spans life sciences, banking, healthcare EHR and now supply chain, indicating a broadening rollout of agentic AI across Oracle’s industry cloud and applications portfolio.

Market Pulse Summary

This announcement expands Oracle’s AI footprint by embedding specialized agents across planning, pro...

Analysis

This announcement expands Oracle’s AI footprint by embedding specialized agents across planning, procurement, manufacturing, maintenance, inventory, logistics, and service in Fusion Cloud SCM. It continues a series of AI-focused launches and pilots highlighted since late 2025. Investors may watch adoption levels, cross-industry reuse of these agents, and how this integrates with Oracle’s broader AI platforms and recent capital-raising activities disclosed in regulatory filings.

Key Terms

oracle fusion cloud applications, oracle ai agent studio, product lifecycle management, oracle fusion cloud supply chain & manufacturing, +4 more

8 terms

oracle fusion cloud applications technical

"new AI agents within Oracle Fusion Cloud Applications to help supply chain"

Oracle Fusion Cloud Applications is a suite of business software delivered over the internet that helps companies run payroll, accounting, supply chains, sales, and human resources in one connected system. For investors it matters because it is sold as subscription services, producing steady, recurring revenue and reflecting how broadly businesses are moving from owned, on-site software to cloud-based tools—wider adoption can boost a vendor’s growth and profit predictability.

oracle ai agent studio technical

"Built using Oracle AI Agent Studio for Fusion Applications, the new AI agents"

Oracle AI Agent Studio is a cloud-based toolkit for building, training and managing AI-powered virtual assistants that can answer questions, automate tasks and connect to business data. Think of it as a workshop where firms assemble smart helpers that can handle customer inquiries, internal workflows or data analysis; for investors, widespread use can signal new revenue streams, cost savings and faster product innovation—factors that can affect a company's growth and profit prospects.

product lifecycle management technical

"Planning, Product Lifecycle Management, and Procurement: Planning Cycle Agent:"

Product lifecycle management is the organized process a company uses to guide a product from initial idea through development, launch, ongoing updates and eventual retirement. For investors, it matters because effective management speeds time to market, controls costs, ensures quality and regulatory compliance, and extends a product’s revenue potential — much like a film producer coordinating writing, filming, promotion and sequels to maximize box-office returns.

oracle fusion cloud supply chain & manufacturing technical

"The new AI agents in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM)"

Oracle Fusion Cloud Supply Chain & Manufacturing is a suite of web-based tools that helps businesses manage buying, inventory, production and shipping from a single online platform. Think of it as a digital control center that coordinates suppliers, factory schedules and deliveries so companies make the right products at the right time with fewer delays and costs. Investors watch adoption and renewal of this kind of software because it drives steady subscription revenue and can improve customer efficiency, which supports long-term sales and margins.

inventory management technical

"Maintenance, Manufacturing, Inventory Management: Maintenance Work Order Cost"

Inventory management is the system and decisions a company uses to track, store and move the goods it sells or the materials needed to make them, much like keeping a well-organized pantry so you know what you have, what you need, and where it’s stored. For investors it matters because effective inventory control affects cash flow, costs, and a company’s ability to meet demand — too much ties up cash and risks waste, too little can mean missed sales and lost customers.

order management technical

"Logistics, Order Management, and Service: Wave Research Advisor Agent:"

Order management is the system and process that takes a buy or sell instruction from an investor and tracks it through execution, confirmation and settlement, like a traffic controller guiding a car from origin to destination. It matters because faster, accurate handling reduces trading costs, missed opportunities and errors, and ensures regulatory rules are followed—directly affecting investment returns and risk control.

knowledge base technical

"Service Parts Advisor Agent: Helps service teams... This agent uses knowledge base"

A knowledge base is a centralized, organized collection of information—documents, procedures, data and answers—that a company uses to run its business and meet regulatory or clinical requirements. For investors it matters because it shows how well a company captures and shares what it knows: a reliable knowledge base reduces operational risk, speeds decision-making, supports compliance and due diligence, and can indicate stronger management and repeatable performance.

oracle cloud scm technical

"Oracle Cloud SCM provides a unified AI-powered platform that integrates"

A cloud-based set of tools that helps companies manage the flow of goods and materials — from planning and sourcing to manufacturing, shipping and inventory — by connecting data from suppliers, warehouses and customers into one system. Investors care because using this kind of software can make a business run faster and cheaper, reduce supply disruptions, and scale more easily; widespread adoption can boost profitability and signal steadier future revenue for both users and the software provider.

AI-generated analysis. Not financial advice.

New AI agents embedded in Oracle Fusion Cloud Applications help supply chain professionals act faster, reduce risk, and improve operational performance

MUMBAI, Feb. 10, 2026 /PRNewswire/ -- Oracle AI World Tour -- Oracle today announced new AI agents within Oracle Fusion Cloud Applications to help supply chain leaders accelerate decision-making and drive greater efficiency across planning, procurement, manufacturing, maintenance, and logistics. Built using Oracle AI Agent Studio for Fusion Applications, the new AI agents are embedded within supply chain processes to help leaders unlock productivity gains and enhance business performance by automating end-to-end workflows and delivering insights that inform faster, more confident decisions.

"As supply chains grow more complex and disruptions become more frequent, organizations need faster, more automated ways to keep operations moving," said Chris Leone, executive vice president of Applications Development, Oracle. "With the new AI agents embedded in Oracle Fusion Applications, supply chain leaders can meet customer demands and improve operational resilience by automating critical tasks, reducing manual errors, optimizing resources, and proactively resolving issues."

Running on Oracle Cloud Infrastructure, Oracle AI agents are prebuilt with integrated security features and natively integrated within Oracle Fusion Applications at no additional cost. Embedded within the existing workflows of a business, they can help users operate faster and make better decisions. The new AI agents in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), part of Oracle Fusion Applications, include:

Planning, Product Lifecycle Management, and Procurement:

• Planning Cycle Agent: Helps supply chain planning teams automate task coordination and improve planning cycle efficiency. This agent retrieves, assigns, and updates planning tasks within the planning workspace.
• Component Replacement Agent: Helps product lifecycle management teams automate component replacement processes and minimize disruptions. This agent identifies the component being replaced, recommends alternatives, analyzes supply chain impacts, and generates change orders.
• Planning Measure Expression Agent: Helps supply chain planning teams create planning measures and KPIs more quickly and accurately. This agent translates business questions into defined planning calculations, identifies errors, explains issues, and recommends corrections.
• Autonomous Sourcing Agent: Helps procurement teams run competitive bidding for low-dollar, high-volume purchases. This agent identifies requisitions eligible for autonomous negotiation, prepares sourcing events, invites suppliers, and sends notifications in accordance with company policies.

Maintenance, Manufacturing, Inventory Management:

• Maintenance Work Order Cost Estimation Advisor Agent: Helps maintenance teams optimize planning and proactively control costs. This agent estimates work order costs based on planned materials, labor, and resource usage and presents consolidated data through a conversational interface.
• Outside Processing Shipping Agent: Helps manufacturing teams streamline shipping and improve collaboration with suppliers. This agent creates and combines shipping data for components and assemblies sent to suppliers, and helps enable compliance throughout the process.
• Inventory Tasking Agent: Helps inventory management teams reduce delays and improve warehouse productivity. This agent identifies open work, evaluates operator skill sets, availability, and zones, factors in real-time priorities, and assigns tasks automatically.
• Inventory Aging Advisor Agent: Helps inventory management teams reduce carrying costs associated with slow-moving inventory. This agent identifies aging stock across items and locations, assesses holding costs and impact, recommends actions such as returns and transfers, and executes selected actions.

Logistics, Order Management, and Service:

• Wave Research Advisor Agent: Helps logistics teams resolve warehouse issues faster and improve warehouse picking and shipping performance. This agent analyzes and summarizes batches of warehouse work, identifies issues and root causes, and provides actionable recommendations.
• Task Management Assistant: Helps logistics teams identify and prioritize at-risk orders to improve shipment reliability and fulfillment. This agent detects missing planned ship dates, surfaces key order details for supervisor review, and reprioritizes tasks to address potential delays.
• Purchase Order to Sales Order Converter Agent: Helps order management teams accelerate order creation and reduce fulfillment costs. This agent extracts data from PDF purchase orders, automatically creates and submits sales orders, summarizes exceptions, and learns from user feedback to improve accuracy.
• Product Configuration Agent: Helps order management teams automate and simplify product configuration. This agent interprets requirements in natural language, recommends and clarifies configuration options, presents side-by-side comparisons, and generates finalized configurations for quotes and sales orders.
• Service Parts Advisor Agent: Helps service teams accelerate service response and improve resolution accuracy. This agent uses knowledge base insights and service history to identify the right part to resolve a customer issue and automatically place orders.

Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes to help organizations enhance resilience and quickly adapt to market changes. In addition to the new AI agents embedded in Oracle Cloud SCM, customers and partners can also create and manage their own unique AI agents using AI Agent Studio for Fusion Applications, a comprehensive platform for building, testing, and deploying AI agents and agent teams across the enterprise.

About Oracle Fusion Cloud Applications
Oracle Fusion Cloud Applications provide an integrated suite of AI-powered cloud applications that enable organizations to execute faster, make smarter decisions, and lower costs. Oracle Fusion Applications include:

• Oracle Fusion Cloud Enterprise Resource Planning (ERP): Provides a comprehensive suite of AI-powered finance and operations applications that help organizations increase productivity, reduce costs, expand insights, improve decision-making, and enhance controls.
• Oracle Fusion Cloud Human Capital Management (HCM): Provides a unified AI-powered HR platform that connects all people-related processes and data to help organizations automate tasks throughout the employee lifecycle, improve the employee experience, and give HR leaders actionable workforce insights.
• Oracle Fusion Cloud Supply Chain & Manufacturing (SCM): Provides a unified AI-powered platform that integrates supply chain and operations processes and helps organizations enhance resilience and quickly adapt to market changes.
• Oracle Fusion Cloud Customer Experience (CX): Provides a suite of AI-powered applications that helps organizations manage marketing, sales, and service processes to win business, build stronger customer relationships, and improve customer experiences.

About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit www.oracle.com.

Trademarks
Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

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SOURCE Oracle

FAQ

What new AI agents did Oracle (ORCL) introduce for supply chain on February 10, 2026?

Oracle introduced multiple prebuilt AI agents for planning, procurement, manufacturing, maintenance, logistics, and order management. According to Oracle, agents include Planning Cycle, Autonomous Sourcing, Inventory Aging Advisor, Maintenance Cost Estimation, and several order-management and logistics assistants.

How do Oracle's new AI agents for ORCL integrate with existing supply chain workflows?

The AI agents are embedded natively within Oracle Fusion Cloud Applications and run on Oracle Cloud Infrastructure. According to Oracle, they operate within existing workflows at no additional cost and can automate tasks, surface insights, and execute selected actions.

Will Oracle (ORCL) charge extra for the new AI agents in Fusion Cloud Supply Chain?

Oracle said the new AI agents are provided at no additional cost when embedded in Fusion Applications. According to Oracle, agents are prebuilt, include integrated security features, and are natively integrated within existing application workflows.

What supply chain tasks can the Autonomous Sourcing Agent from ORCL perform?

The Autonomous Sourcing Agent identifies requisitions for autonomous negotiation, prepares sourcing events, invites suppliers, and sends policy-compliant notifications. According to Oracle, it automates competitive bidding for low-dollar, high-volume purchases to streamline procurement.

How can Oracle's Inventory Aging Advisor Agent affect warehouse costs for ORCL customers?

The Inventory Aging Advisor identifies slow-moving stock, assesses holding costs, and recommends returns, transfers, or other actions. According to Oracle, it can execute selected actions to help reduce carrying costs and improve inventory turnover decisions.

Can customers customize or build their own AI agents with Oracle (ORCL)?

Yes. Customers and partners can create and manage custom AI agents using AI Agent Studio for Fusion Applications. According to Oracle, AI Agent Studio supports building, testing, and deploying agent teams across the enterprise.