Meanwhile, Oracle down again today despite a bullish note from City. Analysts saying growth remains on track and that concerns over data center delays are overdone. Oracle shares closing at their lowest level since June.Dan, >> yeah, I mean, they denied these reports last week and the stock continued to go down and the CDS continued to get wider and so, you know, there's obviously a lack of confidence in the story. None of us really know. At some point, we definitely um had a sense that you're going to see ...

周一美股成交额第1名特斯拉收涨3.56%，股价创近一年新高，成交541.09亿美元。据该公司管理层透露 及当地目击者称，特斯拉公司正在奥斯汀试点无安全员随车的Robotaxi服务，此前的测试阶段曾配备车 内监控人员。 此后特斯拉CEO马斯克亦确认奥斯汀无人驾驶Robotaxi测试正在进行。 券商韦德布什在最新报告中乐观预计：特斯拉市值在2026年底将达3万亿美元，FSD渗透率或达50%以 上。分析师Dan Ives表示："我们认为特斯拉正朝着'人工智能革命'的方向大步迈进，2026年自动驾驶与 机器人技术将成为核心发力点，这一转型将'改写行业规则，定义特斯拉的未来'。我们维持对特斯拉 的'跑赢大盘'评级，目标股价仍为600美元。" 第2名英伟达收高0.73%，成交289.36亿美元。英伟达宣布正式发布新一代旗舰开源模型系列Nemotron 3。该系列相较前代产品，在运算速度、成本效益与智能水平上均有提升，其最大特点是采用了创新的 混合Mamba-Transformer专家模型架构。 第3名博通收跌5.59%，成交225.25亿美元。至此该股已经连续三个交易日下跌，三日累计下跌17.7%。 中金公司维持博通跑赢 ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe market tried to get something going early, but the bounce fizzled and the major indexes slipped back into the red as pressure in the AI space kept weighing on sentiment.Chipmaker Broadcom dropped more than 4%, while Oracle slid over 3%, extending last week’s weakness that already had the S&P 500 and Nasdaq on the back foot. For now, it’s starting to look like the “Magnificent 7” may be a little less magnificent headin ...

Why Middle-Class Retirees Still Worry Despite COLA Increases 31 minutes ago Retirees now know the Social Security COLA for next year is 2.8%. Payments reflecting the increase begin in January 2026, but the modest bump of $56 per month, on average, won't likely quell deeper concerns about the program among. Many retired workers fear that their actual costs are rising faster than the adjustment, while those still in the workforce grapple with larger fears that Social Security won't be there when they need it. ...

Key Takeaways 2026 quantum investing shifts from pure-play builders to enablers with classical infrastructure & secure IT.AMD is partnering with IBM to link quantum systems with CPUs, GPUs and accelerators for hybrid workflows.Oracle Cloud is hosting post-quantum cryptography solutions aimed at government-grade security needs.Headlines these days highlight pure-play quantum computing startups racing to build fault-tolerant machines. But history suggests that the earliest and most durable value creation in e ...

The pendulum often swings too far, and in both directions. That appears to be happening with Oracle Corporation ( ORCL ). In hindsight, the stock experienced irrational exuberance following the booking of strong commitments from OpenAI. This ledJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of the inv ...

To support its mission to create hope and build healthier futures, Children's Hospital Los Angeles (CHLA) – a leader in pediatric academic medicine and the largest provider of hospital care for children in California – needed to unify its business systems and streamline operations. "Our legacy systems relied heavily on manual processes and diverted valuable resources away from high- impact, strategic priorities that are critical to improving patient care," said Ben Sykes, Chief Applications Officer, Childre ...

In at least one corner of the artificial intelligence market, sentiment has turned decidedly negative. Broadcom, CoreWeave and Oracle, three companies intimately tied to the AI infrastructure buildout, all had another rough day on Wall Street on Monday after selling off sharply last week. While the three stocks are all still solidly up for the year — CoreWeave held its market debut in March — the most recent trend suggests that investors are concerned about whether the returns on investment will ever justif ...

Shares of enterprise software and cloud computing major Oracle (ORCL) had a tough trading session Thursday. Nosediving by more than 15% intraday, the stock closed 11% lower to have its worst day on the exchanges since 2001, as its Q2 revenues missed estimates. Moreover, its five-year CDS spread widened sharply to reach its highest levels since 2009. This makes the cost of raising debt more expensive for the Larry Ellison-led company. Oracle already has a debt pile of more than a hundred billion dollars, ...

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