Thomas Fuller / SOPA Images / LightRocket via Getty Images Centene shares jumped when the provider of health insurance for government programs reiterated its guidance, which was above estimates Key Takeaways U.S. equities were higher at midday after reports on consumer prices and weekly jobless claims increased confidence the Fed will lower interest rates this month. Centene reiterated its guidance, which exceeded analysts' expectations. Oracle shares lost ground after their huge gain in yesterday's ...

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' ...

Key Takeaways Oracle's RPO surged 359% Y/Y to $455B, among the largest backlogs in tech.New multibillion-dollar deals with OpenAI, Meta, NVIDIA and AMD fueled cloud RPO growth.Oracle targets $18B OCI revenues in FY26, with $144B projected within four years.Oracle (ORCL) delivered a milestone in the first quarter of fiscal 2026 as its Remaining Performance Obligations (RPO) soared 359% year over year to $455 billion, signaling one of the largest backlogs in the tech industry. Management highlighted that most ...

On Thursday, Oracle shares fell nearly 5% after a previously relentless rally that had taken the enterprise software maker to the cusp of a $1 trillion market valuation. This pull-back comes after Ora... ...

高技术制造业指数表现 - 国信周频高技术制造业扩散指数A录得0.2，指数B连续三周回升至52.4[1][9] - 六氟磷酸锂价格周环比上升0.07万元/吨至5.65万元/吨（涨幅1.25%）[2][11] - 丙烯腈价格周环比上升250元/吨至8500元/吨（涨幅3.03%）[2][11] - 动态随机存储器价格周环比下降0.013美元至1.907美元（跌幅0.68%）[2][11] 行业政策与前沿动态 - 人工智能国家标准已发布30项，另有84项正在制定中[2][11] - 国家标准委正推动15项人形机器人国标研制[2][11] - OpenAI与甲骨文签署五年3000亿美元算力合作协议[2][11] 风险提示 - 高技术制造业指标可能因结构调整失灵[3][23] - 经济政策干预及经济增速下滑风险[3][23]

We recently published 13 Stocks Jim Cramer Discussed During His Historic Morning Appearance. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Jim Cramer Was Full Of Praise For Oracle Corporation (ORCL) Founder Larry Ellison Ahead Of Historic Earnings Oracle Corporation (NYSE:ORCL)’s shares might have made history during aftermarket trading yesterday after the firm’s fiscal first-quarter earnings report. The stock jumped by a whopping 33% to leave media and analysts stunn ...

**行业与公司** * 纪要主要涉及人工智能（AI）算力行业，特别是AI推理领域[1][2] * 核心公司包括英伟达（NVIDIA）和甲骨文（Oracle），并提及国产算力卡、商汤科技、阿里云等[1][2][14] **核心观点与论据：AI推理的技术演进与效率提升** * 英伟达RoboMaster 4PX支持FP4数据格式，大幅降低算力消耗和成本，提升推理效率，而国产算力卡尚未达到FP4水平[1][2][5] * 英伟达首次在硬件层面支持推理过程中的Prefill与Decode阶段分离，结合GDDR7内存优化，大幅提高推理效率[1][4] * 英伟达推出Dynamo推理架构，通过融合计算（合并小算子）和自动调整计算图（适应输入序列长度变化）来优化模型推理过程[5][6] * Robin CPS GPU系统与Dynamo框架协同，通过PD分离推理和智能请求路由（根据KV cache匹配分配任务），实现精准资源调度，优化长上下文应用（如AI编程、AI视频）[6][7] **核心观点与论据：AI产业从训练转向推理的趋势** * 整个AI产业趋势正从训练阶段向推理阶段转变[2][13] * 大型科技公司开始从自建转向外租第三方GPU云服务（如Oracle、Coherent、Nebulas），以节约成本并提高灵活性[13] * 硬件使用率对云服务商盈利能力至关重要，H100主机群使用率可达85%-88%[13] **核心观点与论据：Oracle的独特优势与商业模式** * Oracle的优势在于构建万卡、十万卡大规模算力集群，并配备软件优化框架和强大的向量数据库能力，而非简单提供裸金属机柜[1][8][9] * 其模式独特之处在于强大的数据库能力与云基础设施发展愿景，预计2029财年云基础设施收入可能达到1000多亿美元[3][11] * 在AI推理时代，Oracle凭借其集群能力、软件框架以及私有云数据库（可实现数据快速传输），构建了复杂且高技术门槛的体系[10] **其他重要内容：竞争格局与投资机会** * 国产算力卡（如海光）在技术层面仍落后于英伟达，面临FP4等技术突破挑战[1][5][14] * 投资机会关注英伟达Robin CPX利好的光模块、PCB等产业链公司（如工业富联），以及受益于算力需求的国产卡公司[14] * 可关注具备全套AI能力（主办卡机群、AI框架、大模型）的公司，如商汤科技、阿里云（阿里巴巴），而非仅有IDC实力的公司[14]

Jenny Horn, host of NextGen Investing, is joining me right now. And analysts continue to raise their price targets on Oracle, which had an incredible it was up 40%. Let's hear what the analysts are saying, too.Jenny, good morning. Good morning. And yeah, I mean, the the analysts are acting favorably, I think, no surprise after such a significant name made such a significant move.I mean, and we were looking at Oracle yesterday on this show pre-market and saying how, hey, it was up 30 plus%. I would have neve ...

S&P 500 and Dow Jones rose on Thursday as traders anticipate that the latest consumer inflation numbers will not stop the Federal Reserve from cutting interest rates for the first time this year. Minutes after the open, S&P 500 hit a new all-time intraday high.The S&P 500 rose over 0.33%, the tech-heavy Nasdaq Composite was up 0.42%, and Dow Jones was trading 0.21% higher. Oracle share fell nearly 2% Thursday after posting a monster rally in the last session.This comes after the markets saw a second straigh ...

智通财经APP获悉，周四，甲骨文(ORCL.US)股价回落，该股昨日暴涨近36%。截至发稿，该股跌超 4.7%，报312.68美元。瑞穗证券分析师Siti Panigrahi维持甲骨文买入评级，并将目标价从300美元上调至 347美元。 ...