Cloud infrastructure company CoreWeave signs another deal to supply data center capacity to OpenAI by as much as $6.5 billion to $22.4 billion. CoreWeave CEO Michael Intrator joins "Bloomberg The Close" to talk about the expanding partnership. ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Company ParticipantsDavid Jordan - SVP & CFO - AmericasPatrick Zammit - CEO & DirectorMarshall Witt - Chief Financial OfficerMaya Neuman - Equity Research AssociateDavid Paige - AVP - Equity ResearchMike Ng - MD - Global Investment ResearchConference Call ParticipantsKeith Housum - MD & Research AnalystOperatorGood morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYN ...

TD SYNNEX (NYSE:SNX) Q3 2025 Earnings Call September 25, 2025 09:00 AM ET Speaker1Good morning. My name is Tiffany, and I will be your conference operator today. I would like to welcome everyone to the TD SYNNEX Third Quarter Fiscal 2025 Earnings Call. Today's call is being recorded, and all lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. At this time, for opening remarks, I would like to pass the call over to David Jo ...

We start with the idea that Microsoft's becoming less and less dependent on open air adverts, vice versa. That's the big question for Microsoft, right. It's kind of stake its bets on the idea that open air will be its golden goose.These two companies have slowly moved apart from one another, and today we see Microsoft making a big partnership with the other kind of leading frontier model maker of anthropic, showing that, you know, they're they're testing the waters, they're looking around. They aren't as ba ...

财务表现 - 2026财年第一季度自由现金流为负188亿元人民币 而去年同期为正向流入174亿元人民币[1] - 资本支出大幅上升至387亿元人民币 主要用于AI和云基础设施以及淘宝即时电商的快速推出[1] - 2026财年每股收益共识预期为8.09美元 较过去30天和60天下降5.7% 同比下降10.2%[13] 业务运营 - 阿里云收入实现20%以上的同比增长 AI驱动服务呈现三位数增长[2] - 即时电商业务加速发展 8月份周均日订单量突破8000万 月活跃消费者近3亿[2] - 淘宝月活跃用户增长25% 日订单量创历史新高[2] 战略投资 - 公司承诺未来三年投入3800亿元人民币（520亿美元）扩展AI基础设施 建设新数据中心并开发专有推理芯片[3] - 这些投资可能加速变现 缩小国际电商亏损 并为长期盈利能力构建可持续引擎[3] - 2027财年共识预期收入将增长11% 显示对公司战略方向的信心[3] 行业竞争 - 微软2025财年资本支出约650亿美元用于AI数据中心和云基础设施 2026财年第一季度Azure预计37%恒定汇率收入增长[5] - 甲骨文OCI实现55%增长 2026财年预计OCI增长77%至180亿美元 四年收入目标达1440亿美元[6] - 甲骨文与OpenAI和软银合作的Stargate项目突显其雄心 350亿美元资本支出主要用于数据中心设备[6] 股价表现 - 年初至今股价上涨92.5% 显著超越Zacks互联网电商行业13.5%和零售批发行业9.2%的涨幅[7] - 当前远期市盈率17.55倍 低于行业平均的25.03倍[10] - 公司获得Zacks第3级（持有）评级[14]

Flex has transformed itself from a low-margin contract maker to a solution-oriented operator with access to strong secular trends such as AI and cloud infrastructure. Agility Solutions, powered by multi-year hyperscale victories, has become theI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. ...

JERICHO, N.Y., Sept. 23, 2025 (GLOBE NEWSWIRE) -- Intelligent Protection Management Corp. ("IPM" or the "Company") (Nasdaq: IPM), a managed technology solutions provider focused on enterprise cybersecurity and cloud infrastructure, today announced that it will participate in a webcast presentation and host one-on-one meetings with investors at the Lytham Partners Fall 2025 Investor Conference, taking place virtually on Tuesday, September 30, 2025. Company Webcast The webcast presentation will take place at ...

（来源：美股情报站） 在9月22日，甲骨文公司（Oracle）的股价上涨了6.31%，实现了连续两天的上涨，总涨幅达到10.63%。 这意味着市场对甲骨文的积极动向表现出极大的兴趣和信心。 甲骨文公司最近进行了重要的管理层调整，宣布将公司高管Clay Magouyrk和Mike Sicilia升任为联席首 席执行官。这一决策意在进一步推动公司在人工智能和云基础设施领域的领先地位。Safra Catz将调任 公司董事会执行副主席。而公司创始人Larry Ellison将继续担任董事会主席兼首席技术官，继续对公司 的技术发展进行把控。 这些变动进一步表明，甲骨文正在加速其AI驱动的云基础设施战略。近年来，甲骨文通过与OpenAI和 Meta等公司的合作，签订了多项大额合同，预计未来几年云业务将成为公司最大的收入来源。因为云 基础设施对公司来说至关重要，因此这次的人事调整凸显了甲骨文在该领域的战略重心。 来源：市场资讯 针对投资者而言，甲骨文的这一系列操作传递了积极信号。虽然股价已经有显著上涨，但在未来，随着 公司在AI和云服务领域的进一步发展，甲骨文依然具备良好的投资潜力。投资者可根据自己的风险承 受能力以及市场 ...

市场宏观背景 - 美联储上周降息 市场对此反应积极 预计未来将有更多降息[2] - 当前AI热潮与90年代中期互联网泡沫时期存在高度相似性 均伴随大规模基础设施投入[3][4] - 当前处于AI泡沫初期阶段 类似于1995年互联网起步期 真正爆发式增长可能还需数年[6] - 全球货币贬值环境促使资金从现金转向硬资产配置[7] Alphabet (谷歌) - 过去一个月股价上涨24% 主要受益于司法部反垄断诉讼的有利裁决[8] - 公司在云计算领域拥有1060亿美元未履行合同 年化需求持续翻倍增长[10] - 云计算业务年增长率超过30% 未来资本支出计划达880亿美元[12][13] - 技术图表显示自4月低点涨幅超80% 当前处于明显上升通道[14][15] - 关键支撑位233.5美元(20日均线) 阻力位265美元 RSI显示超买但趋势仍向上[17][18] 亚马逊 - 过去12个月上涨约20% 但近期表现平稳[20] - 云计算领域早期领导者 政府合同持续增长[20][22] - 利用AI优化物流和机器人技术提升运营效率[23] - 技术图表显示230-240美元区间存在阻力 200日均线提供支撑[25][26] - 成交量控制点222.65美元为关键支撑 MACD出现看跌形态但整体趋势仍向上[28][30] Nebus (NVIDIA相关基础设施公司) - 今日上涨5% 年初至今涨幅达272%[31] - 与微软签订174亿美元多年期合同 为数据中心提供AI GPU容量[32] - 预计到2026年数据中心容量将翻两番 采用NVIDIA技术支持的基础设施[33] - 年度营收指引收窄至7.5-10亿美元 受企业和初创公司需求驱动[34] - 技术图表显示90-101美元区间成交量显著 下一阻力位120美元[41][42] - 20日均线80.89美元为第一支撑位 市值仅200亿美元使得股价波动性较大[37][43]

Key Points Oracle is spending aggressively on cloud and AI infrastructure, but its free cash flow is already showing strain. High debt and thin liquidity make Oracle more financially vulnerable. Execution risk remains high as Oracle races to scale global infrastructure against proven cloud leaders. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) has done something few expected: it quietly crossed the trillion-dollar market cap mark, before pulling back slightly. As of the time of writin ...