Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google's flagship Gemini AI directly into Oracle's enterprise software ecosystem. Under the deal announced today, Google's Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. The rollout features a duo of Google models: Gemini 3.1 Flash Lite for high-efficiency, cost-optimized tasks, and Gemini 3.5 Flash for advanced reasoning, including dynamic video and presentation generation. Crucially for enterprise customers, Oracle is maintaining a multi-model architecture, leaving door open for third-party AI models. Related articlesOracle shares pop 3.3% as Google cloud AI partnership expandsMorgan Stanley bullish on Galderma on stronger Nemluvio growth outlookJPMorgan downgrades Pirelli to Neutral despite solid first-half results