Second quarter earnings season is coming to a close, and with nearly all of the reports in, the results have been mostly positive. As of Sept. 5, 99% of S&P 500 index companies have reported results, according to FactSet data, and analysts expect S&P 500 companies to report a 12% jump in earnings per share during the second quarter. Companies had lower expectations to clear coming into the quarter — analysts expected S&P 500 earnings to rise 5% in Q2, the slowest pace of earnings growth since Q4 2023 — a ...

US equity futures have a slight bid into today's CPI print - the last key macro datapoint ahead of next week's rate decision - rising to another daily record high, let by Tech. As of 8:10am, S&P futures rise 0.2% after back-to-back all-time highs while Nasdaq 100 futures rise 0.3% with AAPL and AMZN leading the Mag7 higher and ORCL +1.4% after its +36% move yesterday. In a familiar pattern this week, Cyclicals are outperforming Defensives pre-mkt. European stocks also drifted higher while Chinese stocks cap ...

The last time I wrote about Oracle Corporation (NYSE: ORCL ), in June 2025, I dissected the company's Q4 report and explored the key takeaways, especially with respect to the demand for OCI, as well as howAn 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, titled The Stock Doctor,' ...

甲骨文云与AI业务表现 - 云基础设施与企业AI业务呈现强劲增长 剩余履约义务同比激增359%至4550亿美元 [1] - 与OpenAI xAI Meta NVIDIA等重要AI企业签署云合同 显示AI训练和推理需求快速增长 [1] - 预计云基础设施业务本财年增长77%至180亿美元 未来四年将增长至1440亿美元 [1] 中国企业级AI市场前景 - 2024年企业级大模型AI应用解决方案市场规模达386亿元 预计2029年达2394亿元 年复合增长率44% [1] - 各行业加速数字化转型 政策支持为AI产业发展创造良好环境 [1] - 中国丰富产业场景为AI企业提供独特优势 产业化能力推动发展机遇 [3] 云服务提供商业务调整 - 国内云服务商提升AI服务占比 金山云人工智能业务持续扩展并获机构上调目标价 [2] - 企业上云进程加速与AI应用需求增长使云服务厂商持续受益行业红利 [2] 第四范式业绩与估值 - 2025年上半年总收入26.26亿元 同比增长40.7% 经调整归母净亏损收窄71.2%至4370万元 [2] - 先知AI平台收入同比增长71.9%达21.49亿元 占总收入81.8% 已服务7000个客户落地10000个场景 [2] - 2023-2025年PS预计为5.3x/4.2x/3.4x 显著低于海外可比公司 多家机构上调目标价至74-81港元 [3] AI产业落地与价值创造 - AI技术从实验室走向产业应用 落地能力成为企业价值关键指标 [3] - 能解决产业痛点创造实际价值的企业有望在AI浪潮中脱颖而出 [3]

公司相关要点 * 公司与OpenAI签署价值3000亿美元的云计算协议，从2027年起五年内向其提供算力资源[7][10] * 公司最新财季未来合同收入增加3170亿美元，其中大部分新增收入来自与OpenAI的合作[4][6][9] * 公司股价在消息公布后一度飙升42%，使董事长拉里·埃里森财富增加逾1000亿美元，净资产接近4000亿美元[6][10][11] * 公司首席执行官萨弗拉·卡茨透露该季度与三家不同客户签订了合同[9] * 公司6月曾提交文件暗示该交易，披露云服务协议将从2027年起带来每年超过300亿美元收入[13] * 公司未来收入将高度依赖单一客户，且可能需要举债购买AI芯片来支持数据中心建设[12] 行业相关要点 * 该协议是史上规模最大的云计算合同之一，反映出AI数据中心支出创下新高，尽管存在潜在泡沫担忧[8] * 协议将需要4.5吉瓦电力容量，约相当于两座以上胡佛水坝的发电量或400万户家庭的用电需求[8] * OpenAI当前年收入约100亿美元，远低于其年均600亿美元的应付账款，凸显其亏损初创企业 status与巨额投入之间的资金压力[12] * OpenAI正面临计算资源短缺问题，阻碍产品推出和新模型研发，此前与软银合作的Stargate数据中心项目进展缓慢[15][16] * OpenAI多年来依赖微软独家提供算力，近期因供应短缺问题获准寻找新供应商[17][18] * 协议成功依赖于ChatGPT持续爆炸性增长并被全球数十亿用户、大型企业和政府采用的假设，但OpenAI同时面临人才争夺战、与微软的紧张谈判及监管审查等压力[14] 其他重要内容 * 协议对双方均为高风险豪赌，OpenAI支付能力存疑，公司则面临客户集中度风险[12] * 公司从OpenAI获得的年收入将随着更多数据中心投入使用而逐年增加[13]

Performance and scalability of Oracle Cloud Infrastructure AI infrastructure enables Absci to accelerate biologics design cycles and reduce costsAUSTIN, Texas and VANCOUVER, Washington, Sept. 11, 2025 (GLOBE NEWSWIRE) -- Absci, a clinical-stage biotech company advancing novel therapeutics with generative AI, today announced a collaboration with Oracle Cloud Infrastructure (OCI) and AMD to accelerate generative AI-driven drug discovery. Absci’s generative AI Drug Creation Platform leverages OCI’s AI infrastr ...

Accessibility StatementSkip Navigation New AI-powered capabilities within Oracle Fusion Cloud Applications help healthcare organizations improve visibility, boost efficiency, reduce costs, and support patient care ORLANDO, Fla., Sept. 11, 2025 /PRNewswire/ -- Oracle Health & Life Sciences Summit -- Oracle today announced new AI-powered capabilities within Oracle Fusion Cloud Applications that help healthcare organizations strengthen and streamline supply chain operations. Building on Oracle's decades of suc ...

BREAKING: Futures Rise After Oracle Fuels AI Rally Dow Jones futures rose slightly early Thursday, along with S&P 500 futures and Nasdaq futures. The CPI inflation report is on tap. The stock market rally opened Wednesday with the S&P 500 and Nasdaq hitting record highs as Oracle (ORCL) sent artificial intelligence plays racing, with a little help from Taiwan Semiconductor (TSM). But the indexes weakened in the afternoon,… Related news Top Funds Etched This Long-Term In Their Brains. Then This Happened. 9/1 ...

Accessibility StatementSkip Navigation Specialized AI agents can help reduce administrative burden and costs for healthcare providers and payers while speeding care delivery ORLANDO, Fla., Sept. 11, 2025 /PRNewswire/ -- Oracle Health and Life Sciences Summit – Oracle Health today unveiled its strategy to strengthen the collaboration between healthcare providers and payers. Building on its long history of serving customers in both the healthcare and insurance industries, Oracle plans to introduce a compre ...

All right. What do you think about this idea here that Oracle is the next Nvidia. I I think there's one important difference between the two companies.Nvidia has a moat where Oracle actually benefits from the overflow of some of the hyperscalers. So, it seems like they're actually coming at two different sides of this. But what are your thoughts.Yeah, you can see where they're similar, right. These are legacy tech names um that are involved in AI. These are companies that have been around for a long time um ...