Cloud Computing

搜索文档
The 3 Best Growth Stocks to Buy in October
Yahoo Finance· 2025-09-27 16:00
Growth stocks are shares of companies that are expected to expand their revenues and earnings, outperforming their peers and the overall market. However, not all growth stocks have the ability to provide outsized gains in the long run. Here are a few standout names that are poised to deliver strong upside. More News from Barchart Growth Stock #1: Karman Holdings The first growth stock on my list is Karman Holdings (KRMN), an aerospace and defense company. It designs, tests, manufactures, and sells “mis ...
Pro-Palestinian protesters’ retaliation lawsuit against Google may proceed
Yahoo Finance· 2025-09-22 21:18
This story was originally published on HR Dive. To receive daily news and insights, subscribe to our free daily HR Dive newsletter. Dive Brief: A group of former Google employees may proceed with claims that the company unlawfully retaliated against them following their participation in a protest against the company’s work with the Israeli government, a federal judge held Thursday. The employees in Anderson, et al. v. Google LLC staged protests at two Google offices — one in California and another in New ...
Oracle Names Co-CEOs to Replace Catz as Software Provider Raises AI Bets
Yahoo Finance· 2025-09-22 15:18
Julian Sullivan / Getty Images Oracle shares have risen this year as the software provider benefited from the AI boom. KEY TAKEAWAYS Oracle Monday named two new co-CEOs, including the former head of its cloud infrastructure business, to take over from Safra Catz as the software firm boosts its bets on AI. Oracle said Monday that Clay Magouyrk, president of Oracle’s cloud infrastructure business, and Mike Sicilia, president of Oracle Industries, will be co-CEOs. Oracle shares have surged this year as ...
Micron has had a big run, it needs to cool before I can recommend it, says Jim Cramer
Youtube· 2025-09-20 00:03
Hey, I'm Kramer. Welcome to Mad Money. Welcome to Craig with my friends.I'm just trying to take a little money. My job is not just entertain, but to explain, teach you, because man, we got a lot to talk about tonight. Call me 1800 73 CBC.Tweet me at Jim Kramer. These days, these days are insane. More record highs, more positives, more money made.And yet another week where the markets hated, just despised. The complaints about it are myriad. Nobody champions stocks except well, us.And of course, the legion o ...
The market's once narrow rally has become amazingly broad, says Jim Cramer
Youtube· 2025-09-19 23:55
市场表现 - 道琼斯指数上涨173点 标准普尔指数上涨49% 纳斯达克指数上涨72% [1] - 银行 运输 科技 公用事业等多个行业板块普遍上涨 中小型股同步走高 [2] - Olo单日涨幅达29% 核电股自推荐以来涨幅达100% [4][5] 行业动态 - 数据中心建设热潮持续 市场担忧行业见顶但屡创新高 [3] - Meta可能与Oracle达成200亿美元云计算合作协议 [3] - 量子计算板块受关注 尽管短期缺乏实质业务但长期潜力被看好 [5] 市场情绪 - 专业投资者对市场上涨持负面态度 但买盘力量持续推高股价 [1][2] - 市场广度显著改善 从先前仅聚焦"美股七巨头"转向多板块轮动 [2][3] - 传统见顶信号失效 投资者因预期落空而加剧看空情绪 [4]
Oracle shares spike on report of talks with Meta about $20B AI computing deal
Youtube· 2025-09-19 20:49
Well, we've got a market flash on Oracle. Mackenzie Sagalos has the details. Mackenzie.>> Hey, John. So, Oracle shares ended the day 4% higher after Bloomberg reported that it is in advanced talks with Meta on a 20 billion multi-year cloud computing deal. The agreement would make Oracle a critical infrastructure provider for Meta's AI training and deployment.It also follows OpenAI's massive $300 billion cloud commitment to Oracle, really cementing Oracle's status as a bigger player in that AI arms race. Met ...
If You Invested $2K in Microsoft 10 Years Ago, It Would Be Worth Nearly $20K Today
Yahoo Finance· 2025-09-17 13:07
Many money experts and stock analysts agree that Microsoft stock is currently a good investment. As of September 2025, it is being driven by strong recent earnings and continued growth in its cloud and artificial intelligence (AI) businesses. Trending Now: Why You Should Start Investing Now (Even If You Only Have $10) Up Next: 10 Cars That Outlast the Average Vehicle When it first went public in 1986, Microsoft stock (NASDAQ: MSFT) was worth just $21 a share. In today’s dollars adjusted for inflation, tha ...
Oracle Sparks Bubble Talk With Stock Price in Dot-Com Territory
Yahoo Finance· 2025-09-17 09:53
股价表现与估值水平 - 公司股价年内飙升84% 位列标普500指数成分股中第七佳表现[2] - 股价近期单日上涨36% 因云计算业务收入预计在未来三个财年增长700%[2] - 当前市盈率达43倍 创互联网时代以来新高 超过标普500指数中九家最有价值公司中的八家[4] - 基于未来三年盈利预期的市盈率为25倍 仍接近过去十年平均水平的兩倍[5] 人工智能驱动因素 - 人工智能计算需求激增推动公司收入加速增长[2] - 公司被市场重新定位为人工智能领域赢家 此前被视为低增长企业[5] 云计算业务拓展 - 云计算基础设施业务与特朗普政府关于TikTok在美运营谈判存在关联[3] - 公司长期作为TikTok主要云基础设施服务提供商[3] - 白宫已将针对该中国视频应用的禁令截止期延长至12月16日[3] 行业对比与估值逻辑 - 估值显著高于同业 英伟达未来12个月预期市盈率为31倍且预计销售增长更快[4] - 长期增长预期支撑估值 主要增长体现在四至六年后[5] - 成长股估值参照系中 特斯拉与Palantir未来12个月市盈率超180倍 三年期预期市盈率约100倍[6]
With no DOJ breakup, Alphabet becomes a $3 trillion company
TechCrunch· 2025-09-15 21:23
公司市值表现 - 公司市值在周一突破3万亿美元[1] - 公司加入市值超过3万亿美元的俱乐部 与英伟达4.3万亿美元 微软3.8万亿美元 苹果3.5万亿美元并列 亚马逊以2.5万亿美元紧随其后[3] 司法案件进展 - 美国地方法院法官于9月2日裁定较预期温和的补救措施[2] - 司法部曾提议更强硬的补救措施 包括强制出售Chrome浏览器[2] - 法官一年前裁定公司维持非法搜索垄断地位[2] - Perplexity和Ecosia等科技公司曾提出未经请求的收购要约 但可能性已被否决[2] 业务发展状况 - 除搜索现金牛业务外 云计算业务凭借人工智能产品实现快速增长[3]
Is Oracle’s stock spike the strongest indicator yet that we’re in an AI bubble?
Yahoo Finance· 2025-09-11 18:40
公司股价表现 - 公司股价在周三单日大幅上涨近40% [1] - 公司股价在周四午盘交易中下跌5%至311美元 但仍远高于财报前水平 [4] - 公司股价交易于12个月预期收益的近50倍 创互联网泡沫崩溃以来最高估值倍数 [4] 公司财务与业务表现 - 公司第一季度每股收益和收入未达分析师预期 但投资者因云需求旺盛而忽略这一不足 [2] - 公司剩余绩效义务达4550亿美元 同比增长359% 远超华尔街预期的约1800亿美元 [2] - 公司与OpenAI签署为期五年价值3000亿美元的计算能力协议 这是有史以来最大的云合同之一 [1][3] 行业影响与市场观点 - OpenAI创始人认为投资者整体对人工智能过度兴奋 但同时承认AI是长期以来最重要的发展 [4] - 部分华尔街多头担忧当前走势进一步吹大AI泡沫 使潜在崩溃更加令人担忧 [1] - 公司股价走势与英伟达自2023年以来的强劲表现相似 但高位水平令一些观察者和内部人士暂停 [3] 公司发展前景 - 预期云收入和OpenAI协议为股价上涨提供坚实基础 [5] - 投资者基于知情的公司预测而非盲目希望进行投资 [5] - 首席执行官Larry Ellison净值创下彭博记录的最大单日涨幅 一度超越Elon Musk成为世界首富 [1][3]