甲骨文(ORCL)
搜索文档
Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside (NYSE:ORCL)
Seeking Alpha· 2025-12-17 21:39
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside
Seeking Alpha· 2025-12-17 21:39
文章核心观点 - 文章未提供关于具体公司或行业的实质性新闻内容、事件、财报数据或分析观点 [1][2] 根据相关目录分别进行总结 - 文章内容仅包含分析师及发布平台的标准披露声明 未涉及任何具体的行业趋势、公司动态、财务数据或投资分析 [1][2]
Factbox-From OpenAI to Google, firms channel billions into AI infrastructure as demand booms
Yahoo Finance· 2025-12-17 21:28
Dec 17 (Reuters) - Amazon is in talks to invest in OpenAI in a potential deal that could value the ChatGPT-parent at over $500 billion, according to a source familiar with the matter. The potential deal underscores the AI industry's insatiable need for computing power as firms race to develop systems that match or surpass human intelligence. Here is a list of multi-billion-dollar AI, cloud and chip deals signed recently: OPENAI DEALS AMAZON AND OPENAI Amazon is considering an investment of around $1 ...
Oracle's $10 billion Michigan data center in limbo after Blue Owl funding talks stall, FT reports
Reuters· 2025-12-17 21:24
Oracle's largest data center partner Blue Owl Capital will not back a $10 billion deal for its next facility, as the software group faces increased concerns about its rising debt and artificial intell... ...
Oracle's Data Software Edge For Enabling AI (Rating Upgrade)
Seeking Alpha· 2025-12-17 21:22
While everyone focuses on the billions of dollars being spent on purchasing GPUs and building AI infrastructure, Oracle’s ( ORCL ) edge in data software appears to be largely ignored by the market. I had alsoAs an Investment Research Analyst, I cover publicly listed securities (stocks and funds) listed on the NYSE/NASDAQ and mostly covering tech. My insights are mostly based on my own experience investing for 25 years, together with qualifications in Business Management and Equity Finance.I also have a degr ...
6 Top-Performing ETF Areas of Last Week
ZACKS· 2025-12-17 21:01
Key Takeaways Cannabis ETFs surged on optimism around potential U.S. marijuana reclassification reforms.Precious metals ETFs gained as silver, gold and platinum prices climbed on supply concerns.Space and health care ETFs advanced on sector-specific growth drivers.Wall Street was upbeat last week. The S&P 500 lost 0.6%, the Dow Jones advanced 1.1% and the Nasdaq retreated about 1.6% last week. The tech stocks were beaten down, taking a toll on the Nasdaq-100 as well as the S&P 500. Roundhill Magnificent Sev ...
City of Manhattan, Kansas Selects Oracle Permitting and Licensing to Streamline Regulatory Services and Improve Citizen Experiences
Prnewswire· 2025-12-17 21:00
Modern cloud platform streamlining government workflows, enhancing self-service, ensuring compliance, and accelerating approvals for economic growth AUSTIN, Texas, Dec. 17, 2025 /PRNewswire/ -- The City of Manhattan, Kansas, has selected OraclePermitting and Licensing (OPAL)to transform regulatory services, streamline review and approval processes, and foster local economic growth. The solution will provide residential and commercial developers with a modern, intuitive online application process that can gu ...