Oracle is shaking up its executive suite as it sets its sights set on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles. Magouyrk joined Oracle in 2014 from Amazon Web Services. He was a founding member of Oracle’s cloud engineering team and has served as the president of Oracle’s cloud infrastructure business unit for more than a decade. Sicilia has served as the president of Oracle’s industries division since June. He held sev ...

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]

Amazon (AMZN) is a global technology leader renowned as the world’s largest online retailer and a dominant player in cloud computing through Amazon Web Services (AWS). Amazon has grown from an online bookseller to an expansive digital marketplace offering a wide range of products, including electronics, groceries, and streaming and smart device brands. Founded in 1994 by Jeff Bezos, it is headquartered in Seattle. More News from Barchart Amazon Outperforms Market AMZN shares have dipped ever so slightl ...

Shares of CoreWeave gained substantially from its initial public offering (IPO) price of $40, reflecting the significant demand for its offerings. However, CRWV stock recently took a sharp hit, sliding about 34% from its peak of $187. The company provides cloud infrastructure optimized for accelerated computing, supplying enterprises and leading artificial intelligence (AI) labs with the GPUs, CPUs, high-speed networking, and storage needed to power cutting-edge applications. CoreWeave combines purpose-bu ...

U.S. equity markets opened lower on Monday, September 22, 2025, as investors took a modest pause following a relentless rally that saw major indexes close at record highs last week. The slight pullback reflects a cautious sentiment ahead of crucial economic data and Federal Reserve commentary expected later in the week, coupled with lingering concerns over a potential government shutdown.Market Indexes Open Lower After Record WeekAt the start of trading, the benchmark S&P 500 dipped approximately 0.2%. The ...

By Arsheeya Bajwa (Reuters) -Oracle on Monday named insiders Clay Magouyrk and Mike Sicilia as co-CEOs, replacing Safra Catz, who was instrumental in shaping the company's cloud strategy and thrusting it to the forefront of the ongoing AI boom with big contract wins. In her 11 years at the helm, Catz turned Oracle into a cloud powerhouse from a database provider by fiercely competing for a share of the lucrative data center business with Microsoft and Alphabet , while helping drive its market capitalizat ...

For fans of the Savannah Bananas, it’s about more than just baseball.In a more fast-paced version of the sport known as Banana Ball, players backflip as they catch fly balls, take choreographed dance breaks between batters and more. The Bananas have sold out all 115 games on their 2025 schedule, and are even more popular online, with a larger social audience than any MLB franchise.The unusual approach is paying off: Forbes estimates that the four-team Banana Ball organization will post more than $100 millio ...

TikTok收购进展 - 特朗普暗示媒体大亨鲁珀特·默多克及其子福克斯CEO拉克兰可能是支持收购TikTok美国业务的美国投资者之一[3] - 最终协议预计将在未来几天内签署[3] 伯克希尔哈撒韦投资变动 - 公司已完全退出对中国电动汽车制造商比亚迪的投资 结束了长达17年且利润丰厚的持股[4] - 公司目前已成为日本贸易公司三井物产的主要股东[4] 加密货币市场动态 - 比特币价格下跌约3% 此前超过15亿美元的多头仓位被平仓[5] - 平仓行为导致整个加密货币总市值一度跌破4万亿美元 并引发加密货币相关股票遭抛售[5] H-1B签证政策变化 - 特朗普政府宣布H-1B签证申请费提高至10万美元 旨在打击移民和保护美国工人[6] - 印度是H-1B签证最大受益国 去年占美国签证持有者的71% 其中大多数为STEM专业人才[7] - 自2020年以来 亚马逊每年获得的H-1B签证批准数量最多[7] H-1B签证政策对科技行业的影响 - 印度IT公司如TCS、Infosys和Wipro的股价因申请费消息而下跌[7] - Jefferies分析师称10万美元费用对印度IT行业是意外打击 公司可能减少H-1B使用 因费用抵消了签证期内每名员工产生的EBIT[8] - 该费用将限制美国人才供应 进而推高对本地人或绿卡持有者的需求 IT公司需支付更高薪酬[8] - Cato研究所移民研究主任David Bier认为该费用可能有效终止H-1B计划 并迫使领先科技公司离开美国[8] 公司交易与合作协议 - 特斯拉获得在亚利桑那州测试机器人出租车的监管批准[9] - Meta与甲骨文就价值200亿美元的人工智能云计算交易进行谈判[9] - 辉瑞接近以73亿美元收购减肥药制造商Metsera[9] 制药行业动态 - 诺华考虑在美国降价 因特朗普的"最惠国待遇"截止日期临近[10] 其他行业新闻 - 风险投资家在考察中国后称西方清洁技术"不可投资"[11] - 特朗普的"黄金股"阻止美国钢铁公司在伊利诺伊州建厂的计划[11] - 英特尔能否从英伟达的50亿美元股份中获利引发多空争论[11] 全球市场表现 - 亚洲市场 日本涨1% 香港跌0.8% 中国涨0.2% 印度跌0.6%[11] - 欧洲市场午盘 伦敦涨0.1% 巴黎跌0.3% 法兰克福跌0.7%[11] - 美股期货 道指跌0.3% 标普500跌0.3% 纳斯达克跌0.3%[11] - 大宗商品 原油跌0.7%至61.97美元 黄金涨1.5%至3761.10美元 比特币跌2.4%至112931美元 十年期国债收益率持平于4.13%[11]

AGIX 指数诞生于我们对"如何捕获 AGI 时代 beta 和 alphas"这一问题的深度思考。毫无疑问，AGI 代表了未来 20 年最重要的科技范式转换，会像互联网那样重塑了人类社会的运行方式，我们希望 AGIX 成为衡量这一新科技范式的重要指标，如同 Nasdaq100 之于互联网时代。 「AGIX PM Notes」 是我们对 AGI 进程的思考记录，希望通过学习 Warren Buffett、Ray Dalio、 Howard Marks 等传奇投资者们的分享精神，与所有 AGIX builders 一同见证并参与这场史无前例的技 术革命。 | Ticker | 本周表现 | YTD | Return since 2024 | | --- | --- | --- | --- | | AGIX | 3.11% | 31.66% | 92.48% | | S&P 500 | 0.74% | 13.31% | 39.72% | | QQQ | 1.30% | 17.24% | 46.35% | | DowJones | 0.94% | 8.86% | 22.89% | | | 本周表现 | Index ...

A knack for creative financing and an enormous appetite for risk helped CoreWeave’s Michael Intrator ride the AI data center boom to a $6.7 billion personal fortune. But as bubble fears mount, his reliance on billions in debt to supply advanced chips to all the major AI players puts him in a powerful—and precarious—position.It was a sunny day in August 2017, and CoreWeave CEO Michael Intrator was beginning to think he might actually set his Manhattan office tower on fire.Dozens of powerful Nvidia GPUs were ...