甲骨文(ORCL)

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Oracle Is Poised to Get a TikTok Boost. Should You Buy, Sell, or Hold ORCL Stock Here?
Yahoo Finance· 2025-09-23 19:44
Oracle (ORCL) stock saw focus once again after reports surfaced the company would play the key role for the United States restructuring of TikTok. Oracle would rebuild and retrain a domestic-only iteration of TikTok’s algorithm away from ByteDance, the Chinese parent company, according to a White House official. The deal also places Oracle as the party responsible for TikTok’s United States user data through a cloud framework. Though the shares of Oracle slipped by over 5% for the current session, the sha ...
OpenAI CFO Sarah Friar: 'More compute, more revenue' in response to concern on Oracle, Nvidia deals
Youtube· 2025-09-23 19:37
Let's get to Mackenzie Sagalos who caught up with OpenAI CFO Sarah Frier earlier today. Hey Mac. Hey Carl.So this is what that $300 billion deal between Oracle and Open AAI looks like. It is a massive data center in West Texas where Nvidia's chips are already powering Chat GBT and 4,000 Oracle workers are racing to finish construction behind me. I spoke exclusively with OpenAI CFO Sarah Frier who pushed back on concerns that these projects are slipping behind schedule.She said no one in history has built da ...
OpenAI与甲骨文在美国得州扩建数据中心。(The Information)
华尔街见闻· 2025-09-23 17:57
风险提示及免责条款 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 OpenAI与甲骨文在美国得州扩建数据中心。(The Information) ...
Wall Street Pauses For A Breather, Small Caps Soar: What's Moving Markets Tuesday?
Benzinga· 2025-09-23 17:31
Wall Street paused on Tuesday after three straight sessions of strong gains that pushed major large-cap indices to fresh records.The S&P 500 slipped 0.2% to 6,682.62, while the Nasdaq 100 dipped 0.2%. The Dow Jones Industrial Average edged up 0.1% to 46,418.66, and small caps outperformed, with the Russell 2000 jumping 0.6%.PSKY shares are testing new highs. Get the complete picture here.On the economic front, the S&P Global U.S. Composite PMI slowed to 53.6 in September from 54.6 in August, signaling softe ...
Oracle: Becoming The Fourth Hyperscaler (NYSE:ORCL)
Seeking Alpha· 2025-09-23 16:33
公司业务转型 - 甲骨文公司以其数据库和企业应用软件业务闻名 [1] - 公司正不懈努力将自身从传统业务模式转型为云计算公司 [1] 作者背景信息 - 文章作者是一名DevOps工程师 供职于一家大型财富500强公司的全资子公司 [1] - 作者在人工智能工具的构建、部署和维护方面是真正的主题专家 [1] - 作者拥有生成式AI系统科学方面的深厚知识 具备机器学习算法、模型训练和部署的一手经验 [1]
Is Oracle Stock a Buy, Sell, or Hold as the Company Names 2 New CEOs?
Yahoo Finance· 2025-09-23 16:01
“Clay's years of experience leading Oracle's large, fast-growing Cloud Infrastructure business has demonstrated his readiness for a CEO role. Mike has spent the last several years modernizing Oracle's Industry applications businesses—including Oracle Health—by completely rebuilding those applications using the latest AI technologies. A few years ago, Clay and Mike committed Oracle's Infrastructure and Applications businesses to AI—it's paying off. They are both proven leaders, and I am looking forward to sp ...
Why Oracle Stock Dropped Today
Yahoo Finance· 2025-09-23 15:55
Key Points Details are emerging on the structure of the TikTok U.S. sales to Oracle and its partners. Oracle may not gain ownership of the TikTok algorithm, but only a license to use it. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) stock tumbled 5% through 11 a.m. ET, as investors rethink their enthusiasm for the longtime database software company that's turned into a red-hot play on artificial intelligence (AI) through its relationship with OpenAI. And why? Turns out the answer has ...
美股异动 | 甲骨文(ORCL.US)跌近5% 月内累涨38%
智通财经网· 2025-09-23 14:45
智通财经APP获悉,周二,甲骨文(ORCL.US)跌近5%,月内累涨38%,现报313.60美元。消息面上,近 日,穆迪评级点名提示了甲骨文签署的约 3 000 亿美元 AI 合同所潜藏的多项风险,但并未对这家软件 巨头采取任何评级行动(即未下调评级、也未调整展望)。不过,分析师同时重申了7月将甲骨文评级展 望由"稳定"下调至"负面"时列出的风险:甲骨文商业模式高度依赖少数人工智能企业的大额承诺,存在 显著"交易对手风险"——这种风险在项目融资中尤为关键,尤其在收入高度依赖单一客户时。目前,甲 骨文的穆迪发行人评级为Baa2,处于投资级信用评级的低端区间。 ...
Oracle Stock Went 6x With One CEO—Now It's Two Again, And Last Time Was A Snooze
Benzinga· 2025-09-23 14:42
Safra Catz steered Oracle Corp ORCL from modest gains to a stock market juggernaut, but now the company is returning to a co-CEO setup with Clay Magouyrk and Michael Sicilia at the helm. Investors are asking the obvious question: Does history repeat itself, or is this time different?Track ORCL stock here.The Snooze Years: Catz–Hurd EraOracle previously operated under a co-CEO structure from 2014 to 2019, during which time Catz shared leadership with Mark Hurd. That period produced only ~20–30% gains over fi ...
What’s Happening With Oracle Stock?
Forbes· 2025-09-23 14:24
CANADA - 2025/09/13: In this photo illustration, the Oracle Corporation logo is seen displayed on a smartphone screen and the OpenAI logo in the background. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOn Monday, September 22, Oracle's stock surged over 6% following a significant leadership change. The company announced that CEO Safra Catz will transition to Executive Vice Chair, and the CEO role will be split between two executives: C ...