Source: TradingView.com. The stock surged nearly 10% to a record close near $370 Wednesday, before pulling back slightly in Thursday's session. They've added more than half their value since the start of the year, with a close to 20% gain over the past five days alone, boosted by the company's strong quarterly results, a new $10 billion customer, and the resurgence of the AI trade after Oracle (ORCL) reported a massive increase in its backlog. In a note to clients on Monday, Melius Research analysts said th ...

德意志银行观点 - 将标普500指数年终目标从6550点上调至7000点 预期涨幅为7% [2][6] - 上调2025年每股收益预期 预计今年盈利增长超过9.5% 明年增长近14% [2][4] - 认为关税影响温和且可控 公司能够管理关税带来的冲击 [3] - 偏好大型成长股、科技股和金融股 低配消费必需品、公用事业、房地产、医疗保健和餐饮等防御性板块 [8] 巴克莱银行观点 - 将标普500指数2025年目标从6050点上调至6450点 2026年目标从6700点上调至7000点 [6][9] - 认为企业盈利预期强劲和降息前景将推动股价上涨 [9] - 指出劳动力市场风险可能抵消企业强劲盈利和以AI为中心的增长 [10] - 预计美联储今年将进行三次降息 引导经济实现可控减速 [10] 市场驱动因素 - AI交易热潮持续升温 甲骨文超预期业绩指引推动市场情绪 [2] - 对美联储降息的预期不断增强 [2] - 企业维持高派息比率 盈利保持韧性 [4] - 若贸易或移民政策冲击市场 特朗普政府可能逆转相关政策 [7]

With Wednesday's gains, shares of Oracle have roughly doubled in value since the start of this year. Jeremy Moeller / GC Images/ Getty Images Close Key Takeaways Oracle's (ORCL) blistering stock gain amid strong AI demand has Wall Street analysts racing to raise their price targets—with most expecting its record run isn't over yet. Do you have a news tip for Investopedia reporters? Please email us at The shares soared 36% on Wednesday to a record high of about $328, a day after the computing giant reported ...

Major U.S. equities indexes turned in a mixed performance in the midweek trading session as the August Producer Price Index report revealed an unanticipated decline in wholesale inflation. The signal of moderating price pressure came a day before the release of the closely followed Consumer Price Index data. Shares of Oracle soared Wednesday as investors cheered its latest results and outlook. Joan Cros / NurPhoto via Getty Images Close Key Takeaways The S&P 500 added 0.3% in the midweek trading session, no ...

IPO表现 - 公司以每股40美元价格发行3440万股 募集资金200百万美元[2] - 首日开盘价52美元 盘中最高触及57美元 最低跌破46美元 收盘价4582美元[2][6] - 收盘市值达到175亿美元[2][6] 业务模式 - 公司开创先买后付模式 将消费拆分为免息分期付款[4] - 传统盈利模式包括向商户收取风险评估费 交易手续费及短期贷款利息[5] - 业务扩展至手机套餐销售 并计划推出数字金融助手服务[3][4] 财务数据 - 截至6月30日季度营收823百万美元 商品交易总额312亿美元[9] - 活跃用户数达111亿 其中98%交易为免息分期[9] - 竞争对手Affirm上季度营收876百万美元 商品交易总额104亿美元[8] 行业竞争 - 竞争对手Affirm市值288亿美元 70%业务来自生息产品[8][10] - Afterpay和PayPal等竞争者拥有大型支付处理及软件业务单元[10] - 先买后付交易已被纳入FICO信用评分体系[4] 发展历程 - 公司原计划4月IPO 因关税政策导致市场波动而推迟[4] - 总部从瑞典迁至伦敦 致力于颠覆零售银行业态[3][4] - 过去四年估值波动区间为67亿至456亿美元[8]

Oracle on Tuesday said its backlog grew to nearly $500 billion last quarter, signaling strong AI demand. Timothy A. Clary / AFP / Getty Images Close Key Takeaways The artificial intelligence trade got a shot of adrenaline on Wednesday after results from database software and cloud provider Oracle suggested the AI spending bonanza has ample room to run. Oracle (ORCL) on Tuesday reported its backlog swelled to $455 billion, a 359% year-over-year increase, after it signed four multibillion-dollar cloud deals ...

Close UnitedHealth Group was the best-performing stock in the S&P 500 on Tuesday. Michael Nagle / Bloomberg via Getty Images Key Takeaways Major U.S. equities indexes advanced to record closing highs after the Bureau of Labor Statistics announced a significant downward revision in job growth between March 2024 and March 2025. While the data raised concerns about the trajectory of the overall economy, the latest report could add to the case for cutting interest rates at the Federal Open Market Committee's po ...

Oracle said it now sees cloud infrastructure sales jumping 77% to $18 billion this fiscal year as AI demand grows, up from a June forecast of more than 70%. David Paul Morris / Bloomberg / Getty Images Oracle shares soared in late trading Tuesday after the cloud computing giant said it added several large new clients and boosted its outlook for cloud infrastructure sales on booming AI demand. Shares of Oracle (ORCL) were up over 25% in after-hours trading. The stock has added close to half of its value in 2 ...

Medicare Advantage plans with ratings of 4 stars or higher are eligible for quality bonus payments, which plan administrators can, but are not required to, use to lower costs or provide additional benefits to plan participants. The CMS is expected to distribute $12.7 billion in bonus payments to Medicare Advantage plans in 2025, according to a Kaiser Family Foundation analysis. Medicare Advantage—Medicare coverage administered by private health insurers rather than the federal government—has been a major re ...

Apple CEO Tim Cook said he believes the iPhone 17 Air will be a "game changer" with its slimmer design. Paul Morris / Bloomberg / Getty Images Close Citi analysts told clients ahead of Tuesday's event that they expect product launches next year could be stronger after executives said at the company's developers conference in June that Apple needs more time to work on teased AI upgrades. Recent comments from CEO Tim Cook suggesting Apple would consider buying other companies to boost its AI capabilities ha ...