Workflow
甲骨文(ORCL)
icon
搜索文档
算力需求催生融资热,中外科技巨头掀发债潮!
证券时报· 2025-09-25 13:48
人工智能(AI)的惊人算力需求,正催生科技巨头的融资热潮。 当地时间9月24日,甲骨文启动180亿美元投资级债券发行。据了解,这是今年以来美国债券市场第二大 规模的交易,认购需求在高峰时一度接近880亿美元。 据证券时报记者梳理,谷歌母公司Alphabet今年4月完成了50亿美元多期限债券发行,苹果也在今年5月 发行了45亿美元债券。分析人士指出,科技巨头通过锁定长期资金,为人工智能、云计算等前沿领域注 入强劲资本动能。 掀起发债热潮 在今年1月完成2025年以来首轮发债融资后,甲骨文9月24日再次启动了180亿美元投资级债券发行。据 证券时报记者计算,甲骨文年内两轮发债合计融资金额超过250亿美元,堪称债券市场的标杆操作。 据甲骨文提交的文件,此次发行覆盖6个期限品种,包括罕见的40年期长期债券,到期收益率高达 6.141%,较同期国债的到期收益率4.771%高出137个基点。 此次融资正值甲骨文开始履行与OpenAI和Meta等客户签订的大规模云基础设施合同。9月10日,据报 道,OpenAI已签署合同,在未来约五年内从甲骨文购买价值3000亿美元的算力。该协议将从2027年开 始执行,所需的4.5GW电 ...
算力需求催生融资热,中外科技巨头掀发债潮!
证券时报· 2025-09-25 13:42
人工智能(AI)的惊人算力需求,正催生科技巨头的融资热潮。 当地时间9月24日,甲骨文启动180亿美元投资级债券发行。据了解,这是今年以来美国债券市场第二大规模的交易,认购需求在高峰时一度接近880亿美 元。 据证券时报记者梳理,谷歌母公司Alphabet今年4月完成了50亿美元多期限债券发行,苹果也在今年5月发行了45亿美元债券。分析人士指出,科技巨头通过 锁定长期资金,为人工智能、云计算等前沿领域注入强劲资本动能。 掀起发债热潮 在今年1月完成2025年以来首轮发债融资后,甲骨文9月24日再次启动了180亿美元投资级债券发行。据证券时报记者计算,甲骨文年内两轮发债合计融资金 额超过250亿美元,堪称债券市场的标杆操作。 据甲骨文提交的文件,此次发行覆盖6个期限品种,包括罕见的40年期长期债券,到期收益率高达6.141%,较同期国债的到期收益率4.771%高出137个基 点。 此次融资正值甲骨文开始履行与OpenAI和Meta等客户签订的大规模云基础设施合同。9月10日,据报道,OpenAI已签署合同,在未来约五年内从甲骨文购 买价值3000亿美元的算力。该协议将从2027年开始执行,所需的4.5GW电力容 ...
美股三大指数集体低开,特斯拉跌超3%,甲骨文跌超4%
格隆汇· 2025-09-25 13:37
美股开盘,三大指数集体低开,纳指跌约0.9%,标普500指数跌0.59%,道指跌0.25%。 特斯拉跌超3%,8月在欧盟的新注册量同比下降超36%至8,220辆。 英特尔涨1.5%,据报已接洽苹果寻求投资,并计划四季度 "Raptor Lake" 处理器涨价超10%。 甲骨文跌超4%,启动180亿美元债券发行,据报认购需求最高达到近880亿美元。 IBM涨超2%,与汇丰银行合作推出全球首个量子赋能算法交易系统。 (格隆汇) ...
道指开盘跌0.3% 标普500跌0.6%,纳指跌0.9%
新浪财经· 2025-09-25 13:35
来源:滚动播报 甲骨文跌4.2%,Rothschild & Co Redburn给出 "卖出" 评级。Transocean暴跌16.5%,计划以每股3.05美元 增发1.25亿股,该价格远低于周三 3.64美元的收盘价。Lululemon下跌2%,此前Needham将其评级从"买 入"下调至"持有"。英特尔涨超5%,计划Q4针对 "Raptor Lake" 处理器提价超10%。 ...
Oracle seeks to raise $15B from corporate bond sale, Bloomberg reports
Yahoo Finance· 2025-09-25 13:30
Oracle (ORCL) is looking to borrow $15B through the U.S. sale of corporate bonds, as it begins to fulfill major cloud infrastructure deals with OpenAI and others, Bloomberg’s Ethan M. Steinberg, Brody Ford, and Brian W. Smith report. According to people familiar with the matter, Oracle is selling the debt in as many as seven parts, including a 40-year bond, with initial price discussions for that part of the deal in the area of 1.65 percentage point above similarly dated Treasuries. Elevate Your Investing ...
Options Corner: ORCL's Bullish Run
Youtube· 2025-09-25 13:15
Back home morning rumors with a look at Oracle. That stock sliding in the pre-market after issuing $18 billion worth of bonds yesterday. The company said that proceeds would be used for general purposes including buybacks and acquisition.At the same time, Redburn initiating coverage of the stock with a sell rating and $175 price target. Redburn believes the market is overestimating the value of Oracle's contracted cloud revenues, calling current market estimates a risky blue sky scenario that is unlikely to ...
U.S. Stocks May See Further Downside In Early Trading
RTTNews· 2025-09-25 12:56
Stocks may move to the downside in early trading on Thursday, extending the pullback seen over the two previous sessions. The major index futures are currently pointing to a lower open for the , with the S&P 500 futures down by 0.5 percent.Ongoing concerns about the near-term outlook for the artificial intelligence trade may continue to weigh on the markets. Nvidia (NVDA) and Oracle (ORCL) may continue to lead the markets lower, with the AI players slumping 1.2 percent and 3.5 percent, respectively, in pre ...
Are AI Stocks Driving A Stock Market Tech Bubble? Here's What The Data Says.
Investors· 2025-09-25 11:44
Get market updates, educational videos, webinars, and stock analysis. Get Started Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content. Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos BREAKING: Futures Fall As Many Hot Stocks Continue Slide Oracle shares soar on a bullish earnings report. Stock market valuations become sharply elevated. ...
The Silent Forces Crushing Tech Giants: What Wall Street Won't Tell You About The Sell-off
Benzinga· 2025-09-25 11:38
Wall Street wants you to believe yesterday’s tech bloodbath is just about “AI spending concerns.” They’re dead wrong.Nvidia and Oracle stocks plummeted for the second straight day, sending shockwaves through the NASDAQ. Financial journalists scrambled to explain the selloff with their usual surface-level analysis. “Investors are worried about AI investment sustainability,” they proclaimed. “Oracle’s $300 billion OpenAI deal has people spooked about client concentration risk.”But here’s what Wall Street is n ...
New Oracle Government Data Intelligence for Agriculture Helps World Leaders Create More Resilient Food Systems
Prnewswire· 2025-09-25 11:00
Accessibility StatementSkip Navigation AI application securely aggregates and analyzes vast amounts of data to continually provide greater insight into the critical drivers of food security NEW YORK, Sept. 25, 2025 /PRNewswire/ -- United Nations General Assembly -- Helping increase food system resiliency across the globe, Oracle today announced Oracle Government Data Intelligence for Agriculture. Available today, the AI solution provides comprehensive visibility into agricultural data and crop performance ...