That was a great opinion piece out of our colleague Dave Lee, who really puts out really the question of what expertise does Oracle, a cloud company, have when it comes to social media algorithms. Brody. Not a whole lot.I think they would. Maybe they would tell you as much as well. I think it's very interesting how much rhetorical value the administration has placed on Oracle's involvement.They are the kind of technological underpinning of a lot of the operations, but they're the cloud vendor, right. I mean ...

Not every AI stock is expensive.Artificial intelligence (AI) stocks keep moving higher, and that's despite worries by some that AI is all hype and no substance. The VanEck Semiconductor ETF, which is flush with AI stocks, is trading up 31% year to date, and there's no shortage of good news for AI investors, some of which suggest that AI has staying power and real financials behind it.One bit of well-publicized good news in AI is that Oracle just said that it expects its cloud infrastructure business to 14x ...

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 ...

甲骨文数据中心投资计划 - 甲骨文预计云基础设施收入将在未来五年内飙升至1440亿美元[1] - 收入增长通过不可取消合同锁定[1] - 甲骨文需在未来几年投入巨额资本支出以获取该收入[2] 云计算行业竞争格局 - 三大云计算提供商（亚马逊、微软、Alphabet）未积极追求该机会[3] - 三大云厂商选择让甲骨文为其建设数据中心而非自建[3] - OpenAI预计将成为甲骨文主要客户之一[3] 英伟达市场地位与技术优势 - 在GPU市场占据94%份额（第二季度数据）[6] - 数据中心收入激增56%至411亿美元[6] - 网络设备销售额增长近一倍至73亿美元[6] - 通过CUDA软件平台和NVLink互连系统建立技术护城河[7][8] - CUDA使开发者能够将GPU编程用于图形渲染以外的任务[7][8] 博通定制芯片业务进展 - 协助Alphabet开发张量处理单元（TPU）提升AI工作负载性能[11] - 前三家XPU客户（Alphabet、Meta、字节跳动）代表600-900亿美元服务市场规模（2027财年）[12] - 第四家客户（疑似OpenAI）为2026财年下半年下订10亿美元订单[12] - 本财年（截至10月）AI芯片收入预计约130亿美元（基于200亿美元AI收入预测的65%）[13] 半导体行业受益逻辑 - 英伟达因与甲骨文的紧密合作关系成为明确受益方[9] - 客户倾向于通过博通定制芯片实现供应链多元化并降低成本[10] - 博通通过为OpenAI等客户开发定制AI芯片获得新增长机会[13]

Key Points Oracle reportedly signed a $300 billion cloud infrastructure deal with OpenAI. OpenAI doesn't have that kind of money, so enormous funding rounds are going to be necessary. If OpenAI hits any snags, Oracle could be on the hook for expensive AI infrastructure. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) has defied the odds and turned its cloud infrastructure business into a major growth engine. Even before its most recent quarterly report, the company's cloud business was ...

分析师评级与目标价调整 - UBS分析师Karl Keirstead将甲骨文目标价从280美元上调至360美元并维持买入评级 [1] - 评级调整基于公司披露3170亿美元增量未完成订单支撑云基础设施板块增长预期 [1][3] 云基础设施业务增长预期 - 云基础设施板块收入预计从2025财年100亿美元增长至2030财年1440亿美元 5年增幅达14倍 [1][3] - 增长动力主要来自OpenAI约1000亿美元以上计算力采购合约 另包括xAI和Meta等客户 [2][3] - 业务多样性涵盖训练和推理应用 降低单一客户依赖风险 [3] 财务指标预测修正 - 2026财年营业利润增长率指引为中等双位数 高于分析师原模型8%的预期 [4] - 2029财年收入预测从1340亿美元上调至1630亿美元 增幅达21.6% [4] - 非GAAP每股收益预测从12.51美元上调至13.98美元 营运利润率预期从38%调整为37% [4] 业务结构转型 - 部分云基础设施增长来自数据库迁移业务 可能导致本地数据库支持收入进入零增长阶段 [4] - 公司定位为数据库管理与云服务提供商 受益于人工智能计算需求增长 [4]

Nvidia has wowed investors with record revenue and a soaring stock price.Nvidia (NVDA) has become the winner of the artificial intelligence (AI) revolution so far. The company's AI successes started with the top performance of its AI chips, then continued to evolve as Nvidia added related products and services to its repertoire. Today, the company is an AI giant, the go-to destination for customers big and small that aim to develop an AI platform.All of this has helped Nvidia's earnings to roar higher, reac ...

公司市值与股价表现 - 甲骨文股价在周三盘中飙升43%至创纪录的346美元日内高点 随后回落至收盘上涨36%至约328美元 [1][3] - 甲骨文市值一度触及9700亿美元 收盘时达到9220亿美元 超过摩根大通和沃尔玛 [2] - 特斯拉股价周三微涨0.2% 但年初至今下跌14% [3][5] - 两家公司周四盘前继续上涨 甲骨文涨1.6% 特斯拉涨1.0% [6] 财富变动与排名 - 拉里·埃里森因持有甲骨文41%股份 其净资产在周三一度增至近4000亿美元 当日最终增长约890亿美元至3830亿美元 [2][3] - 埃隆·马斯克净资产在周三收盘时为3840亿美元 以微弱优势重登全球首富 [3] - 马克·扎克伯格和杰夫·贝索斯分别以2640亿和2520亿美元净资产位列第三、四位 [4] - 埃里森成为今年彭博富豪榜最大赢家 财富增加1910亿美元 马斯克则是最大输家 财富减少480亿美元 [5] 业务驱动因素 - 甲骨文云基础设施业务因人工智能客户需求推动 预计将实现大幅收入增长 [1] - 受人工智能热潮推动 甲骨文股价今年已上涨约97% [6]

Oracle's recent earnings report sent investors over the moon.Since the close of trading last Friday, shares of the cloud giant Oracle (ORCL -6.20%) had ripped close to 35%, as of 1:06 p.m. ET on Sept. 11. Earlier this week, Oracle reported earnings for its first fiscal quarter of 2026 (ending Aug. 31) that blew away Wall Street."Absolutely staggering"It's not common to see a stock with a market cap worth several hundred billion dollars make such a big move, but Oracle's earnings results left Wall Street ana ...

公司市场定位与竞争态势 - 英伟达仍然是AI领域核心芯片供应商 其最大客户包括亚马逊、微软、谷歌和Meta [1] - 甲骨文正通过云业务转型成为AI领域重要竞争者 摩根士丹利分析师称其业务模式发生"构造性转变" [2][3] - 甲骨文获得包括OpenAI、xAI、Meta、英伟达和AMD等大型AI企业客户 成为关键AI计算平台 [5] 财务表现与运营数据 - 甲骨文最新季度获得3320亿美元预订量 创摩根士丹利团队历史最高记录 [3] - 季度营收149.3亿美元低于市场预期的150.4亿美元 每股收益1.47美元略低于1.48美元预期 [3] - 剩余履约义务达4550亿美元 同比增长359% 主要来自与三家不同客户签署的四份数十亿美元合同 [4] 业务展望与增长预期 - 管理层预计云基础设施收入将从2026财年180亿美元增长至2029财年1140亿美元 [5] - 公司预计将与其他客户签署更多数十亿美元级别合同 [4] - 美银证券因看好AI计算平台前景将甲骨文评级上调至买入 目标价升至368美元 [5] 股价表现与市场反应 - 财报发布后股价单日暴涨36% 年内累计涨幅达91% [2] - 尽管季度财务指标未达预期 但市场关注点集中在合同签约和业务转型前景 [3][4]