ORCL’s early strength confirmed at 10:16 by the TradePulse alertOracle Inc. (ORCL) experienced a Power Inflow today, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:16 AM on June 13th, a significant trading signal occurred for Oracle Inc. (ORCL) as it demonstrated a Power Inflow at a price of $206.95. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves ...

Shares of tech giant Oracle (ORCL 7.84%) rallied another 7.8% on Friday, even as the broader Nasdaq Composite was down 1.3% on the day.The notable and divergent outperformance came after a series of sell-side analyst upgrades in the aftermath of Wednesday's blowout earnings report.Analysts race to upgrade Oracle's price targetIn Wednesday's fiscal fourth-quarter 2025 report, Oracle posted 11% revenue growth to $15.9 billion, while adjusted (non-GAAP) earnings per share (EPS) rose a more modest 4.3%. Still, ...

Oracle appears to have appointed two new presidents. The company filed two filings with the Securities and Exchange Commission listing cloud boss Clay Magouyrk and head of industries Michael Sicilia as "president." The forms don't explicitly mention a promotion, but the executives haven't been previously listed as "presidents," according to a person familiar with the matter.The executives, according to that person, are considered part of a succession plan for Larry Ellison. Ellison is Oracle's cofounder an ...

股价表现 - 公司股价本周上涨约24%，创2001年4月以来最佳单周表现[1][2] - 股价在财报发布后两个交易日内实现大部分涨幅，周五触及215美元历史新高[2][4] - 2025年至今股价累计上涨28%，表现优于纳斯达克指数及Meta等科技巨头[8] 财务业绩 - 最新季度营收和盈利均超市场预期[4] - CEO预计新财年销售额将超过670亿美元，高于市场共识651.8亿美元[4] - 2025财年资本支出超210亿美元，超过2019-2024年总和，2026财年预计达250亿美元[6] 云计算业务 - 公司在云计算基础设施市场虽为后来者，但已找到细分领域并实现快速增长[3] - 目前面临供不应求局面，客户对运行AI模型的需求激增[3][5] - 云客户包括Meta、OpenAI、xAI等需要大量Nvidia GPU训练生成式AI的头部企业[7] 行业竞争 - 资本支出规模仍显著低于谷歌(750亿美元)和微软(800亿美元)[6] - 公司计划建设并运营超过所有云基础设施竞争对手总和的数据中心[7] - 目前在云计算领域仍需追赶亚马逊、谷歌和微软等主要竞争对手[5]

ToplineLarry Ellison reclaimed his spot among the world’s two richest people and then some this week as shares of his cloud computing titan shot to an all-time high following earnings, marking the latest back-and-forth near the top of Forbes’ rich list amid the artificial intelligence arms race.After eclipsing Amazon chairman Jeff Bezos and Meta CEO Mark Zuckerberg in net worth, Larry Ellison ... More is richer than anyone other than Tesla CEO Elon Musk.Getty ImagesKey FactsOracle stock followed its 13% ral ...

Following yet another strong quarter, Oracle Corporation's (NYSE: ORCL ) shares have skyrocketed by more than 13% on the day and with that, the stock now sits at an all-time high and the co-founder Larry Ellison is now the second-richest person - after his close friendVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom ...

关于作者 - 作者Lisa Uhlman是Proactive Investors的股票记者 覆盖ASX上市公司 涉及矿业 能源 生物科技和新兴科技领域 [1] - 拥有法律和金融新闻背景 擅长市场新闻和公司发展的深度分析 [1] - 此前曾为国家级行业媒体和通讯社供稿 专注法庭报道 监管事务和ESG相关商业议题 [1] 关于出版商 - Proactive提供快速 易懂 信息丰富且可操作的商业和金融新闻内容 面向全球投资受众 [2] - 内容由经验丰富的新闻记者团队独立制作 在全球主要金融中心设有分支机构 [2] - 专注于中小市值市场 同时覆盖蓝筹股 大宗商品和更广泛的投资故事 [3] 内容覆盖领域 - 团队提供跨市场新闻和独特见解 包括但不限于生物制药 矿业和自然资源 电池金属 石油和天然气 加密货币以及新兴数字和电动汽车技术 [3] 技术应用 - 积极采用前瞻性技术 内容创作者拥有数十年宝贵专业经验 [4] - 使用技术辅助和增强工作流程 偶尔会采用自动化和生成式AI工具 [4][5] - 所有发布内容均由人类编辑和撰写 符合内容生产和搜索引擎优化的最佳实践 [5]

财务表现与业绩展望 - 第四季度营收达159亿美元，同比增长11%，超出预期的1558亿美元，调整后每股收益170美元，超出预期的164美元 [1] - 公司预计2026财年总营收至少达到670亿美元 [1] - 云基础设施收入同比增长52%，OCI消费收入在第四季度增长62% [1] - 资本支出达91亿美元，远超预期的39亿美元，管理层预计2026财年资本支出将达250亿美元 [5][6] 分析师评级与目标价调整 - Guggenheim维持买入评级，目标价220美元 [2] - Citizens JMP将目标价从205美元上调至240美元，维持市场表现优异评级 [2] - JPMorgan将目标价从135美元上调至185美元，维持中性评级 [2] - Keybanc Capital Markets将目标价从200美元上调至225美元，维持增持评级 [3] - WestPark Capital将目标价从195美元上调至246美元，维持买入评级 [3] - Piper Sandler将目标价从130美元上调至190美元，维持中性评级 [3] - RBC Capital Markets将目标价从145美元上调至195美元，维持行业表现评级 [3] 云业务与AI驱动因素 - IaaS（基础设施即服务）全年增长加速至51%，AI训练和传统云工作负载是主要驱动力 [4] - 分析师预计AI推理和数据库迁移将在未来一年成为更重要的增长点 [4] - OCI已发展为战略性云提供商，总可寻址市场约7450亿美元（应用2650亿美元，基础设施4800亿美元） [7] - RPO（剩余履约义务）积压可能在2026财年翻倍至2760亿美元（2025财年为1380亿美元），由云数据库、应用和AI基础设施服务的广泛采用推动 [13] 行业趋势与公司定位 - 公司正经历自1990年代末互联网时代以来新一轮企业受欢迎度提升 [14] - 尽管资本密集度增加可能短期内扩大净债务并挤压利润率，但增长潜力可见度提升 [14] - 公司在AI领域的重要地位得到认可，被视为AI市场的关键参与者 [8][9] - 股价在财报发布后上涨1303%，收报19957美元 [16]

Oracle will be among the first hyperscalers to offer an AI supercomputer with AMD Instinct MI355X GPUsOCI to deploy new zettascale AI cluster with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scaleAUSTIN, Texas and SANTA CLARA, Calif., June 12, 2025 /PRNewswire/ -- Oracle and AMD today announced that AMD Instinct™ MI355X GPUs will be available on Oracle Cloud Infrastructure (OCI) to give customers more choice and more than 2X better price-performance for large-scale AI ...

The last time I wrote about Oracle Corporation (NYSE: NYSE: ORCL ), back in March 2025, I analyzed the company’s third quarter earnings report and investigated whether there had been any significant developments regarding theAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, title ...