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OpenAI Signs $300 Billion Data Center Pact With Tech Giant Oracle
Nytimes· 2025-09-11 04:31
The funding covers more than half of the A.I. data centers that OpenAI plans to build in the U.S. over the next several years. ...
Stock Market Today: Dow Drops But S&P 500, Nasdaq Score Record Highs As Key Inflation Report Looms; Nvidia, Oracle Soar (Live Coverage)
Investors· 2025-09-11 04:25
市场表现 - 道琼斯工业平均指数期货下跌0.2% 标普500指数期货上涨0.3% 纳斯达克100指数期货上涨0.3% [1] - 甲骨文公司股价因业绩展望强劲而大幅上涨 人工智能类股受此推动走强 [1][4] 公司业绩 - 甲骨文公司人工智能云业务未交付订单量激增 尽管业绩未达预期但股价仍上涨25% [4] - 数据安全公司Rubrik季度营收和盈利均超预期 [4] - AeroVironment因需求增长和创纪录未交付订单上调盈利预期 [4] 投资产品更新 - IBD最佳股票名单新增9只股票 Palantir等公司入选 [1][2] - IBD Digital提供两个月试用服务 包含独家股票名单和市场分析工具 [3] 行业事件 - 石油输出国组织会议 iPhone17发布会 Communacopia活动将影响下周市场 [4] - 美联储关键通胀报告发布前 就业数据疲弱导致股市下滑 [4] - Synopsys和无人机制造商即将发布财报 受到市场关注 [4]
Oracle(ORCL) - 2026 Q1 - Quarterly Report
2025-09-11 04:11
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission File Number: 001-35992 Oracle Corporation (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 2300 Oracle Way Austin, Texas 78741 (Address of principal executive offices) (Zip Code) For ...
S&P 500 Extends Record Run on Oracle's Exemplary Gain
Barrons· 2025-09-11 04:11
CONCLUDED Stock Market News From Sept. 10, 2025: S&P 500 and Nasdaq Extend Records Last Updated: Updated 1 hour ago By Karishma Vanjani The market rally slowed on Wednesday with most stocks ending the day lower–yet the S&P 500 managed to clinch another record. The S&P 500 ended 0.3% higher, building on its high from Tuesday. The Nasdaq eked out a 0.03% gain to notch another record. The Dow was down by 220 points, or 0.5%. More than half of the stocks in the S&P 500 fell today, but heavy hitters like Nvidia ...
Oracle-OpenAI deal concentrates risk as contract hinges on Microsoft talks and Softbank-led raise
Youtube· 2025-09-11 04:10
Let's get right to Mackenzie Sagalis in our San Francisco newsroom with the latest. What do we know, Mac. Hey, Sarah.So, we're getting some clarity on Oracle's blowout earnings. The Wall Street Journal reporting that OpenAI has signed a $300 billion deal with Oracle for cloud computing power. That is one of the largest contracts of its kind and a staggering figure that far exceeds OpenAI's current revenue.Now, this is a 5-year agreement that starts in 2027, and it helps explain that surge in future contract ...
US stocks close mixed. Nasdaq and S&P close higher and at new records
News & Analysis For Stocks, Crypto & Forex | Investinglive· 2025-09-11 04:08
股市指数表现 - 道琼斯工业平均指数下跌220.42点或0.48%至45490.92点 [4] - 标准普尔指数上涨19.43点或0.30%至6532.04点 [4] - 纳斯达克指数上涨6.57点或0.03%至21886.06点 [4] - 标普和纳斯达克指数均创历史收盘新高 [1] 道指成分股表现 - 30只道指成分股中有21只收跌 [1] - Salesforce Inc下跌3.77% [3] - Amazon.com下跌3.31% [3] - Apple下跌3.23% [3] - McDonald's下跌2.10% [3] - Walmart下跌1.84% [3] - Visa A下跌1.67% [3] 科技股表现 - Oracle股价大涨86.82美元或35.95%至328.33美元 [2] - Nvidia股价上涨3.81% [2] - Broadcom股价飙升32.90美元或9.77% [2] - AMD股价上涨2.39% [2] Oracle业绩表现 - 每股收益1.47美元低于预期的1.48美元 [2] - 营收149.3亿美元低于预期的150.4亿美元 [2] - 公司未来展望超出市场预期推动股价大涨 [2]
Wall Street Sees Mixed Close After Record Highs on Easing Inflation Hopes and Oracle’s AI Surge
Stock Market News· 2025-09-11 04:07
U.S. stock markets experienced a mixed close on Wednesday, September 10, 2025, as investors digested an unexpectedly soft inflation report and a stellar performance from Oracle, driven by artificial intelligence demand. While the S&P 500 and Nasdaq Composite initially soared to new all-time highs, they pared some gains by the close, with the Dow Jones Industrial Average finishing in negative territory. The surprising decline in the Producer Price Index (PPI) fueled optimism for impending Federal Reserve int ...
Stock market today: S&P 500, Nasdaq notch fresh records as Oracle soars, with inflation data on deck
Yahoo Finance· 2025-09-11 04:05
US stocks mostly edged higher on Wednesday as Oracle's (ORCL) blowout revenue forecast lifted AI hopes, as its shares had their best day in over three decades. Meanwhile, wholesale inflation unexpectedly declined last month, bolstering the case for the Federal Reserve to cut rates next week. The S&P 500 (^GSPC) climbed 0.3% to notch a fresh record, while the Nasdaq Composite (^IXIC) also closed above the flatline to eke out its own record. The Dow Jones Industrial Average (^DJI), which includes fewer tech ...
The AI Trade Picks Up Steam After Oracle's 'Truly Historic' Quarter
Investopedia· 2025-09-11 04:05
Oracle on Tuesday said its backlog grew to nearly $500 billion last quarter, signaling strong AI demand. Timothy A. Clary / AFP / Getty Images Close Key Takeaways The artificial intelligence trade got a shot of adrenaline on Wednesday after results from database software and cloud provider Oracle suggested the AI spending bonanza has ample room to run. Oracle (ORCL) on Tuesday reported its backlog swelled to $455 billion, a 359% year-over-year increase, after it signed four multibillion-dollar cloud deals ...
Oracle Eyes Best Day Since '99 on Blowout Forecast - Buy Now?
ZACKS· 2025-09-11 04:01
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]