Oracle Corporation (NYSE:ORCL) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 22, Jefferies reaffirmed its Buy rating on Oracle Corporation (NYSE:ORCL) with a price target of $360. This decision came after Oracle Corporation (NYSE:ORCL) announced that Clay Magouyrk and Mike Sicilia were promoted to co-CEOs. Safra Catz, who has served as the company’s CEO since 2014, was named Executive Vice Chair of the Board of Directors. Jefferies Keeps Buy Rating on Oracle (ORCL) After Leade ...

美股市场表现 - 美股期货反弹 三大指数均指向小幅高开 纳斯达克领涨约0.25% [1][3][4] - 标普500连续107个交易日未出现2%以上跌幅 创2024年7月以来最长纪录 [1] - 科技股经历周二抛售后回升 受AI乐观情绪推动 [2][7] 人工智能行业动态 - 美光科技第四财季营收113亿美元超预期 调整后每股收益3.3美元 受AI设备需求驱动 [15] - 六家投行上调美光目标价 最高达250美元 较当前165美元有51.5%上行空间 [17][18] - 阿里巴巴宣布追加500亿美元AI投资 与英伟达建立软件合作 港股涨超9% ADR涨近9% [3][9][10] - 亚洲股市接近四年高点 有望创一年来最佳月度表现 [13] 企业融资与交易 - 甲骨文计划发行150亿美元公司债 含40年期品种 为OpenAI和Meta云基础设施协议融资 [25] - 美国能源部拟通过23亿美元贷款重组获得锂美洲公司股权 该公司股价暴涨66% [24] - 阿卡迪亚制药罕见病药物试验失败 股价下跌12% [27] 美联储政策动向 - 主席鲍威尔称股市估值偏高 政策无预设路径 强调双重目标面临挑战 [20][44] - 理事鲍曼担忧劳动力市场脆弱性 暗示需加快降息步伐 认为低移民可能抑制通胀 [21][22] - 市场预期美联储年内降息 但存在过度宽松风险 或导致收益率曲线陡峭化 [47][48] 市场风险讨论 - 分析师将当前AI投资热潮与互联网泡沫类比 指出估值严重拉伸 存在周期性交易特征 [30][33][35] - 企业债信用利差处于历史低位 甲骨文债券仅较国债高40基点 风险补偿不足 [37][38] - 建议通过信用违约互换对冲风险 保险成本随利差收窄而降低 [40][41]

Oracle Corp. sold $18 billion US investment-grade bonds on Wednesday, the market’s second-largest deal this year, as the software maker ramps up its spending to meet the needs of the artificial intelligence boom. Demand peaked at nearly $88 billion, according to a person with knowledge of the matter. Most Read from Bloomberg The technology giant — which has nearly doubled in value this year — is issuing debt in six parts, including a rare 40-year bond, people familiar with the matter said, asking not to ...

(Reuters) -Oracle is aiming to raise $18 billion in debt, a regulatory filing showed on Wednesday, as the company looks to invest heavily in building out cloud infrastructure to cater to burgeoning AI demand. The company has been ramping up spending to deliver on cloud infrastructure contracts with the likes of OpenAI, deals that are expected to significantly lift its capital expenditure. The cloud infrastructure and software maker is selling debt in six parts, according to a pricing term sheet filed wit ...

LIVE S&P 500 Set to Open Up With Market Recovering From Selloff Last Updated: 1 hour ago China Stocks Rally After Alibaba Ramps Up AI Push By George Glover Large-cap Chinese stocks racked up gains on Wednesday after online retailer Alibaba said it would pour even more money into artificial intelligence. The mainland CSI 300 index closed 1% higher, and Hong Kong's Hang Seng ended the day up 1.4%. Customer Service Customer Center Network The Wall Street Journal Cryptocurrencies Data Magazine Markets Stock Pic ...

Oracle announced that longtime CEO Safra Catz will be replaced by two new internal hires: Clay Magouyrk, 39, and Mike Sicilia, 54. The outgoing CEO described the two as “a match made in heaven”—two technical executives who can further propel Oracle into the AI era. The move will marry veteran industry leadership from Sicilia with younger cloud-native expertise in Magouyrk. The latter is a founding member of the $920 billion tech firm’s cloud engineering team and Oracle named him president of cloud infrastr ...

Let's bring in Bloomberg's Brodie Ford, who covers Oracle. And it is a big change at the top. It is very sad for Cats has been one of the faces of Oracle for about a decade now, and folks familiar with Oracle's cloud business, which has become so important, will know Clay McGauchie has led that unit for a while.The fact that he is being elevated in this way maybe isn't a shocker. The timing is. They were both promoted Clay and Mike to President in June.Now all of a sudden they're becoming CEOs. And so it's ...

Oracle Corporation (NYSE:ORCL) is included among the 15 Best Performing Dividend Stocks So Far in 2025. Oracle’s (ORCL) Dividend Reliability and its Best Performing in 2025 Status Image by Steve Buissinne from Pixabay Oracle Corporation (NYSE:ORCL) began as a leader in database management and continues to dominate that field, but in recent years, the company has shifted much of its attention toward expanding its cloud infrastructure business, a move that has significantly boosted revenue. The surge in ...

市场表现与记录高位 - 纳斯达克指数连续第六个交易日创下历史新高 标普500指数同样刷新纪录 三大主要指数开盘均上涨[4] - 罗素2000小型股指数上涨约0.3% 过去三个月该指数表现超越标普500指数[6] - 零售销售数据优于预期 在线购物、服装、体育用品/爱好/乐器及书籍类别表现突出 餐厅和酒吧消费反弹0.7%[17][18][19] 美联储政策预期 - 市场预计美联储将降息25个基点 并释放未来继续降息的信号[3][10] - 若美联储意外降息50个基点（概率约5%）且点阵图显示年内再降息两次 将带来100基点宽松幅度[13] - 若点阵图显示年内仅再降息一次 可能引发市场抛售[13] - 当前市场定价反映年内包括本次共三次降息 美国银行基金经理调查显示预期四次降息[25] 科技巨头市值里程碑 - Alphabet市值突破3万亿美元 成为继苹果、微软、英伟达后第四家达成该里程碑的企业[8][11] - 英伟达当前市值为4.3万亿美元 是唯一超过4万亿美元的公司[11] - 亚马逊市值约2.5万亿美元 被视为下一个可能突破3万亿美元的企业[11] 人工智能与科技行业动态 - 甲骨文股价因美中初步TikTok协议及财报后上涨[7] - 人工智能资本支出热潮蔓延至整个经济领域 亚马逊通过AWS云基础设施处于有利地位[31] - 科技行业资本支出成为关注焦点 反映企业对基础设施投资的增加[31] 企业财报与安全行业 - 网络安全公司Okta股价9月上涨18% 因政府业务拓展及销售团队问题改善[38] - Okta在公共部门业务表现强劲 当季前10大交易中7笔来自政府领域[54] - 公司强调身份安全管理平台是AI代理部署的基础设施[42] 云计算与基础设施合作 - CoreWeave与英伟达达成63亿美元云计算容量协议[36] - 分析师认为该交易凸显英伟达不仅作为GPU供应商 同时作为CoreWeave投资者的协同效应[36] - 预计CoreWeave收入将加速增长至2026年 股价有35%上行空间[36] 企业报告频率讨论 - 关于上市公司财报报告频率的讨论 可能从季度改为半年度[63][68] - 观点认为减少报告频率可降低对短期数据的过度关注 更注重长期战略沟通[65] - 企业仍可通过投资者会议和媒体渠道保持与市场的定期交流[69]

Key Points Oracle and Nvidia both have benefited from the AI boom so far. Ellison offered key insight regarding the next significant AI growth driver. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA), the world's leading artificial intelligence (AI) chip designer, has spoken extensively about the AI opportunity ahead. During its latest earnings report, the company even stated that AI infrastructure spending may reach as much as $4 billion by the end of the decade. Nvidia would greatly be ...