On Friday, President Donald Trump called for Microsoft (NASDAQ: MSFT) to dismiss Lisa Monaco, an executive who previously held the position of deputy attorney general under the Biden administration and is now Microsoft’s global affairs president.Check out the current price of MSFT stock here. Trump’s PostThe demand was made on Trump’s Truth Social account. “She is a menace to U.S. National Security, especially given the major contracts that Microsoft has with the United States Government,” Trump wrote in th ...

U.S. Deputy Attorney General Lisa O. Monaco speaks as Attorney General Merrick Garland looks on after announcing an antitrust lawsuit against Live Nation Entertainment during a press conference at the Department of Justice in Washington, U.S., May 23, 2024.President Donald Trump on Friday demanded that Microsoft fire Lisa Monaco, an executive who served as deputy attorney general during the Biden administration.The request appeared on Trump's Truth Social account, which has 10 million followers. It comes on ...

Oracle Corporation (NYSE:ORCL) ranks among the hot stocks to invest in right now. While retaining its Outperform rating, BMO Capital boosted its price target for Oracle Corporation (NYSE:ORCL) from $245 to $275 on September 9. The firm claimed that Oracle’s “durable AI demand” was an important driver for the increased price target. It also highlighted Oracle’s partnership with OpenAI as a factor in the projected acceleration of growth through fiscal year 2028. Pixabay/Public Domain Ahead of Oracle’s Oct ...

BREAKING: Futures Fall With Market At Highs; Tesla Climbs Oracle (ORCL) has named a pair of co-chief executives to replace former chief executive Safra Catz, who is becoming executive vice chair of Oracle's board. The software giant said early Monday that Clay Magouyrk and Mike Sicilia are now its co-CEOS. Magouyrk was previusly president of Oracle's cloud infrastructure business while Sicilia was Oracle Industries President. Oracle stock was down 1% at 305.13 in recent premarket trading on the stock market ...

Key Takeaways Oracle shares soared 36% in one day after Q1 results, marking best performance since 1992.Cloud infrastructure revenues projected to reach $18 billion in fiscal 2026, implying 77% growth.urrent P/E ratio of 46.96 times suggests waiting for entry point in $260-$280 range.Oracle (ORCL) finds itself at an inflection point following extraordinary first-quarter fiscal 2026 results that sent its stock soaring 36% in a single day, marking the best performance since 1992.The enterprise software giant' ...

Oracle (ORCL) stock surged about 36% on Sept.10, after the company reported massive cloud demand numbers. The company recorded its best day since 1992 (as quoted on CNBC). Oracle reported earnings on Sept. 9, 2025, after the bell. It had $455 billion in remaining performance obligations, up 359% from a year earlier, in both U.S. dollar and constant currency.Ben Reitzes, technology research head at Melius Research, told CNBC’s Closing Bell: Overtime on Tuesday that the “Street was looking for about $180 bill ...

股价表现 - 公司股价在周二盘后交易时段飙升318% 创下历史新高 若维持涨势将突破25643美元的前高记录[1] - 此次单日涨幅有望创下自1999年6月以来最佳表现 并成为首家市值超5000亿美元却单日涨幅超25%的美国企业[2] - 年初至今股价累计上涨777% 远超计算机软件行业153%的涨幅 且涨幅达到标普500指数涨幅的七倍[3] 财务业绩 - 2026财年第一季度总营收149亿美元 同比增长11% 但未达市场预期[5] - 净利润保持29亿美元持平 每股收益从103美元微降至101美元[5] - 剩余履约义务金额达4550亿美元 同比暴增359% 主要源于当季与三家客户签署的四份数十亿美元级合同[6][7] 云业务发展 - 与OpenAI签署45吉瓦数据中心容量建设协议 可满足数百万美国家庭用电需求[8] - 云基础设施业务收入预计从2026财年180亿美元增长至2030年1440亿美元 年复合增长率显著[7][9] - 公司高管表示未来数月有望签署更多数十亿美元级合同 推动剩余履约义务突破5000亿美元[8] 行业合作 - 与微软、亚马逊和谷歌等科技巨头深化合作伙伴关系 共同推动云基础设施收入增长[10] - 当前财年资本支出预计达350亿美元 可能对现金流形成压力[11] - 公司负债权益比为4068% 显著高于行业平均206% 显示财务风险较高[11]

The U.S. stock market is experiencing a robust afternoon trading session on Wednesday, September 10, 2025, with major indexes largely pushing to new record highs. Investor optimism is primarily fueled by unexpectedly soft inflation data and a blockbuster earnings outlook from tech giant Oracle, which has ignited a fresh wave of enthusiasm for artificial intelligence-driven growth. While the S&P 500 and Nasdaq Composite are charting new territory, the Dow Jones Industrial Average shows a slight pullback, lar ...

公司业绩与展望 - 甲骨文公司预测2029财年云计算销售额将达到1140亿美元[1] - 云计算基础设施部门收入预计5年内增长14倍[2] - 2026财年资本支出计划达350亿美元用于数据中心建设[2] 行业需求与增长 - 人工智能处理需求在未来几年将保持高位[1] - GPU云计算需求成为主要增长动力[2] - 台积电8月销售额同比增长34%[3] 供应链受益情况 - 英伟达股价上涨4% 因其设备占AI数据中心总预算约70%[2][3] - 台积电股价上涨超过4% 为英伟达等AI公司生产芯片[3] - AI硬件供应商和生态系统合作伙伴获得积极影响[2] 市场反应 - 甲骨文股价单日暴涨40%[2] - 芯片供应商和系统提供商股价同步上涨[2] - 数据中心建设相关公司股票表现强劲[2]

估值水平 - 公司当前市盈率达36.7倍 显著高于过去十年平均26.8倍及行业平均35.32倍 [1] - 远期市盈率处于互联网泡沫时期以来高位 估值溢价幅度较大 [5][7] 云业务增长 - 2025财年Q4云基础设施收入激增52%至30亿美元 占总收入15.9亿美元的18.9% [2] - 管理层预计2026财年云基础设施增速将从50%加速至70%以上 [2] - 与Meta、Temu等大客户签约 医疗AI领域合作克利夫兰诊所及阿联酋G42集团 [2] 财务预测 - 2026财年收入共识预期666亿美元 同比增长16.02% [3] - 每股收益共识预期6.73美元 过去30天微调0.1% [3] - 剩余履约义务达1380亿美元 提供长期收入可见性 [15] 战略投资 - 计划2026财年资本开支超250亿美元 较2024财年70亿美元增长257% [4] - 参与OpenAI与软银的Stargate AI基础设施项目 [4] - 通过差异化定价和数据库集成优势应对AWS(30%份额)、Azure(20%)的竞争 [8][10] 市场表现 - 年内股价上涨52.3% 远超行业14.6%及微软(25.6%)、谷歌(7.4%)、亚马逊(0.9%) [11] - 云基础设施市场份额达13% 但2025年Q3业绩不及预期引发调整 [9][16] 股东回报 - 季度股息上调25%至每股0.5美元 [15] - 当前Zacks评级为3级(持有) 显示估值已反映多数利好 [17]