Stocks rolled over into the close yesterday, but they’re trading mostly flat this morning. Gold and silver are pulling back along with Treasuries, while crude oil and the dollar are rising. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) Shares of Lithium Americas Corp. (LAC) are soaring more than 70% after reports the Trump Administration will take a stake of as much as 10% in the firm. The Biden Administration had loaned LAC $2.3 billion to ...

公司业务构成 - 亚马逊是全球领先的在线零售商和第三方卖家市场 零售相关收入占总收入约75% 云计算服务AWS占15% 广告服务占5%-10% 其余为其他业务[2] - 国际业务占非AWS销售的25%-30% 主要市场包括德国、英国和日本[2] 估值指标比较 - 市盈率35.28倍 较行业平均低0.79倍 显示潜在低估[3][5] - 市净率7.39倍 高于行业平均1.11倍 显示资产估值较高[3][5] - 市销率3.72倍 为行业平均的1.62倍 显示基于销售额的估值偏高[3][5] 盈利能力表现 - 净资产收益率5.68% 超出行业平均0.18个百分点[3][5] - EBITDA达366亿美元 为行业平均的5.91倍[3][5] - 毛利润868.9亿美元 为行业平均的5.24倍[3][5] 增长指标分析 - 收入增长率13.33% 高于行业平均11.18%的增长率[3][5] - 在ROE、EBITDA、毛利润和收入增长方面均超越行业同行[8] 财务结构状况 - 债务权益比为0.4 低于前四大同行 显示债务融资依赖度较低[10] - 相对更健康的债务与权益平衡结构[10] 行业地位评估 - 在综合零售行业中财务表现和增长潜力突出[8] - 市场对其资产和销售额给予较高估值[8]

AI计算设备投资 - 大量资金正投入AI计算基础设施建设 众多企业从这一支出趋势中受益[1] - 选择受益于当前支出的公司股票可避免投资于炒作[1] - 有五只股票符合这一标准且目前均为优质投资标的[2] 芯片行业受益情况 - 英伟达、博通和台积电自AI军备竞赛开始以来均实现惊人回报[4] - 英伟达GPU驱动几乎所有已知AI工作负载 需求持续超过供应[5] - 英伟达预计2030年全球数据中心资本支出将达3-4万亿美元 较2025年超6000亿美元支出实现巨大增长[6] - 博通生产数据中心连接交换机 并在定制AI加速器领域实现显著增长[7] - 博通产品直接挑战英伟达GPU优势 多家公司为降低数据中心成本寻求替代方案[8] - 台积电作为全球领先芯片代工厂 在AI军备竞赛中保持中立地位[9] - 台积电虽不具备英伟达或博通的上涨潜力 但也没有下跌风险 成为AI支出的安全投资选择[9] 云计算需求增长 - 亚马逊和Alphabet是计算设备最大采购方 主要通过云计算向客户出租计算能力[10] - 云计算通过租用供应商过剩计算能力实现成本效益[10] - 传统本地计算工作负载正迁移至云端 为云计算提供商带来增长动力[11] - 全球云计算市场规模预计从2024年7500亿美元增长至2030年2.39万亿美元[11] - Alphabet和亚马逊作为最大云计算提供商 其云计算业务具有巨大投资潜力[12]

公司业务定位 - 甲骨文公司是一家在企业管理软件行业占据主导地位数十年的科技巨头 目前已成为云计算服务领域的标杆企业 [1] 投资策略偏好 - 投资策略聚焦于具有强劲基本面和良好现金流但被低估或不受市场青睐的公司及行业 [1] - 特别关注石油天然气和消费品等遭遇不合理冷遇但可能带来可观回报的领域 [1] - 倾向于长期价值投资 偶尔参与并购套利机会 如微软收购动视暴雪 日本制铁收购美国钢铁等案例 [1] 投资回避领域 - 回避难以理解的高科技业务和特定消费品类别（如时尚行业） [1] - 明确表示不认可加密货币的投资价值 [1]

Oracle stock was heading even higher as the market digests its cloud-computing surge. Its future success depends on OpenAI. ...

Before then, the European Central Bank is widely expected to hold rates steady later in the day but a fraught trade and political outlook means it will likely keep alive the prospect of further easing. Meanwhile, Japan's Nikkei gained 0.8% to hit a record as tech and energy firms as well as utilities jumped. Taiwanese shares rose 1% to also set a record as leading chipmaker SoftBank rose almost 9% after Stargate Project partner Live Events Nasdaq futures rose 0.2% and S&P 500 futures inched up 0.1%. MSC ...

Oracle on Tuesday said its backlog grew to nearly $500 billion last quarter, signaling strong AI demand. Timothy A. Clary / AFP / Getty Images Close Key Takeaways The artificial intelligence trade got a shot of adrenaline on Wednesday after results from database software and cloud provider Oracle suggested the AI spending bonanza has ample room to run. Oracle (ORCL) on Tuesday reported its backlog swelled to $455 billion, a 359% year-over-year increase, after it signed four multibillion-dollar cloud deals ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Oracle announced earnings that far exceeded expectations. (Photo by Smith Collection/Gado/Getty Images)Getty ImagesKey TakeawaysMajor Indices Reach Record Highs Despite Weak Employment Data ConcernsOracle Backlog Surges, Fueling Cloud And Artificial Intelligence GrowthTariffs Pressure Prices As Inflation Risks Loom Before CPI ReportAll three major indices closed at record highs on Tuesday with the S&P 500 ending the day at 6512, the Nasdaq Composite closed at 21,879 and the Dow Jones Industrial average clos ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain Cloud computing giant Oracle is laying off 101 employees in Seattle, less than a month after reducing its local workforce. The cuts from the Austin, Texas-based company, disclosed in a state regulatory filing, are the latest in a series of layoff waves hitting the tech industry this year. Sin ...