BREAKING: Bullish Rebound Pares Market's Weekly Losses President Donald Trump late Thursday signed an executive order backing a plan to allow TikTok to remain in the U.S. through a sale to new investors. Oracle (ORCL) is "playing a very big part," Trump said at a White House news conference. Oracle stock fell Thursday. The executive order declares that the sale of TikTok's U.S. operations would satisfy the requirements of a 2024 law banning the short-video app unless its Chinese parent company, ByteDance, d ...

I I want to ask about Oracle in particular because Oracle seems like it's on top of the world right now, right. It's been, you know, it looks like it's going to get part of this US slice of Tik Tok. Um it's been signing these new deals.There's the whole Stargate situation. Um but it sounds like you have some reservations about all of that. Yeah.So again, let's separate what's uh what's real valuable and and what's uh a little bit of a speculation. Uh Oracle getting the Tik Tok business is a windfall. uh the ...

ABILENE, Texas — OpenAI and Oracle are betting big on America's AI future, bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence.The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips.The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge f ...

The big client behind Oracle's cloud backlog got great funding news today, and Oracle appears to be nearing a deal for TikTok. Also, new CEOs were selected.Shares of Oracle (ORCL -4.01%) were taking off again today, rising 6.7% on Monday.After revealing a massive increase in its cloud business earlier this month, Oracle was yet again in the news today in several ways.First, the company announced two co-CEO successors to current CEO Safra Catz, who announced she would be retiring soon. Second, Oracle appears ...

甲骨文公司管理层变动 - 首席执行官Safra Catz将转任董事会执行副主席 由Clay Maguire和Mike Sicilia接任联合首席执行官[1] - 管理层调整是公司为下一阶段增长所做的战略部署 与公司近年来的转型方向一致[3][4] 甲骨文与TikTok合作 - 公司在美国TikTok交易中扮演关键角色 主要负责提供安全架构支持[2][5] - 该合作具有双重意义：既获得重要客户收入 又树立云安全服务标杆案例[6] - 交易可能带来示范效应 吸引更多企业将数据迁移至甲骨文云平台[6] 甲骨文业务转型进展 - 公司正聚焦大型云业务交易 当前拥有巨额待处理订单积压[4] - 投资者关注其能否将高资本支出转化为轻资产AI代理服务模式[7][8] - 公司在上一轮云竞争中落后 现正通过创新加速夺回市场份额[9] 美光科技业绩展望 - 公司在发布财报前刚结束12连涨的破纪录走势[10] - 8月份预先发布的业绩指引奠定了超预期基础[11] - 数据中心领域本季度普遍呈现爆发式增长[11] 半导体行业趋势 - 高带宽存储芯片成为AI领域关键需求 美光直接受益于AI特定市场[12] - 内存和网络设备是提升AI性能的核心组件 相关企业今年表现突出[13] - 尽管硬件仍具周期性 但AI带来的长期牛市将平滑未来2-3个周期波动[14][15][16] 半导体细分领域机会 - Asterolabs成为ETF最大持仓 远超过英伟达持仓比例[17] - 公司是网络侧关键供应商 客户从英伟达扩展至亚马逊等云服务商[18] - 新产品推出推动公司业绩实现阶跃式增长[18]

Oracle (ORCL) stock rose as much as 5% on Tuesday as the US and China reached a preliminary TikTok deal during trade talks in Madrid. Treasury Secretary Scott Bessent said at a press conference Monday that the two countries have agreed on a framework for a deal. Trump and Chinese President Xi Jinping are set to speak on Friday to "complete" the agreement. While a US buyer of TikTok has not been named, Oracle has emerged as a top contender to acquire the social media app. CBS News reported Tuesday that Or ...

TikTok交易进展 - TikTok交易接近完成 预计未来30至45天内达成协议 TikTok算法将授权给由新投资者和字节跳动现有投资者共同拥有的美国实体[1] - 交易后实体将继续使用甲骨文的服务器和云基础设施 延续"德州计划"的数据迁移合作模式[2] - TikTok不会停止运营 消除了此前可能"关停"的市场担忧[3] 甲骨文云业务受益 - TikTok数据迁移至甲骨文云显著增强了其云服务竞争力[2] - 云业务增长反映在甲骨文财报中 上周公布的积压订单量表现强劲推动股价上涨[2][3]

公司业绩表现 - 季度调整后每股收益(EPS)为1.47美元 同比增长2% 与市场预期一致 [4] - 季度营收达149亿美元 同比增长12.2% 但略低于150亿美元的市场预期 [4] - 营收增长率较前期呈现加速态势 [4] - 剩余履约义务(RPO)规模达4550亿美元 同比激增360% [5] 业务发展动态 - 期内签署四份价值数十亿美元的多云服务合同 [5] - 计划为三大超大规模合作伙伴新增37个数据中心 使总数达到71个 [5] - 云计算基础设施业务指引被大幅上调 [5] - 公司预计未来数年多云收入将实现持续季度大幅增长 [5] 市场表现与行业地位 - 过去一年股价累计上涨93% 显著超越同类科技公司表现 [2] - 云计算服务需求呈现强劲增长趋势 与行业整体态势一致 [5] - 作为非七大科技巨头成员 在人工智能热潮中保持突出市场地位 [2] 行业背景 - 科技行业持续受市场追捧 七大科技巨头推动人工智能热潮 [2] - 云计算服务需求呈现行业性扩张 [5] - 公司提供集成应用套件及自主云基础设施服务 [2]

业绩表现 - 季度调整后每股收益1.47美元符合市场预期 同比增长2% [3] - 季度营收149亿美元同比增长12.2% 但略低于150亿美元预期 [3] - 营收增长率12.2%较前期呈现加速增长态势 [3][6] 业务发展 - 云计算基础设施需求强劲 与超大规模供应商合作建设37个新数据中心 总数将达71个 [9] - 签订四笔数十亿美元级别合同 推动剩余履约义务金额达4550亿美元 同比增长360% [9] - 多云服务收入预计未来数年将持续大幅增长 [9] 市场表现 - 公司股价过去一年上涨93% 显著超越科技巨头组合表现 [1] - 财报发布后股价大幅上涨 受强劲业绩和积极前景推动 [2][10] - 云计算服务需求旺盛趋势延续 为股价上涨提供支撑 [6][8] 公司定位 - 提供集成应用套件及自主安全云基础设施服务 [1] - 在人工智能热潮中保持强劲表现 成为科技行业焦点企业 [1][10]

股价表现 - 股价单日暴涨近40% 创1999年以来最佳单日表现 [1] - 创始人Larry Ellison单日财富增值约900亿美元 创历史记录 [4] 财务表现与预测 - 第一季度营收149亿美元 略低于预期的150亿美元 [8] - 调整后每股收益1.47美元 略低于预期的1.48美元 [8] - 剩余履约义务(RPO)激增359%至4550亿美元 [3] - 预计RPO将突破5000亿美元 [3] 云计算业务 - 本财年云基础设施收入预计增长77%至180亿美元 [5] - 未来四年云收入预计分别达到320亿/730亿/1140亿/1440亿美元 [5] - 2030财年云收入目标1440亿美元 较当前财年200亿美元预期大幅提升 [5][9] 重大合同与客户 - 第一季度签署四份价值数十亿美元的合同 涉及三家独立客户 [1] - 主要AI客户包括OpenAI、xAI、Meta等行业领军企业 [2] - 2028财年起新合约预计带来超300亿美元年收入 [10] 资本支出与投资 - 2026年资本支出将增至约350亿美元 高于此前250亿美元预估 [8] - 已投入数十亿美元用于AI投资 [7] - 通过大规模储备英伟达AI芯片为亚马逊、谷歌等科技巨头提供算力租赁服务 [4] 战略项目 - 参与价值5000亿美元的Stargate AI基础设施项目 涉及OpenAI和软银 [10] - Stargate项目近期因合作伙伴交易推进困难而缩减短期计划 [11]