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]

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 ...

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 ...

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 ...

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]

Safra Catz, CEO of Oracle, at a dinner hosted by President Donald Trump with tech leaders last week. AFP via Getty ImagesOracle shares have soared 99% since the beginning of 2025 – with more than half of that gain coming in pre-market trading on Wednesday.Why did this happen? After all, the Austin-based tech company announced results for the first quarter of its fiscal year 2026 that fell short of expectations. What sent Oracle stock soaring another 54 percentage points was the company’s outlook for the fut ...

Welcome back to Market on Close. It's time for options Corner. So, we'll welcome in our friend Kevin Green joining us with the levels that he's watching as we head into the close today.You know, Kevin, what are you keeping a close eye on. We've got uh S&P still up, but everybody else down. Yeah, we did see a little bit of a round trip today, Marley, when it comes to the market.Actually earlier this morning we talked about the 655 as a potential area of resistance and we pretty much hit that on the nose and ...

That's going to be a historic quarter when you look at the work and it shows the type of CapEx we're seeing in the use cases are exploding. We've talked about so much here in the change my life. I mean, as simple as that.Look, and the reality is anyone that thinks hype not real, right. That Oracle number is a validation. That's a drop the mike from Safra and Alison. That shows to me, okay, what's going to happen the rest attacking the A Brahmin.Did we have a drop the mike moment with Mr. . Cook yesterday I ...

We're speaking with Tyler Radkkey, city's co-head of US software equity research. As you can see here, he called it a his words bookings bonanza and upgraded Oracle to a buy with a target price of $410 per share. Tyler, I guess maybe the first question is why was it a hold to begin with and now it's a buy.I get it. But overall, this is one of those scenarios where every analyst out there got caught by surprise just how bullish the forecast is for the next 3 to 5 years. Yeah, look, I mean, we were uh neutral ...

Uh, by the way, speaking of cloud and everything else, we got a news alert on Open AI and Oracle of all companies. Let's head back out to McKenzie Sagalos in San Francisco for more. Mac, what can you tell us.So, Dom, we're getting fresh insight into Oracle's blockbuster cloud revenue numbers. The Wall Street Journal is reporting that OpenAI has signed a $300 billion deal with Oracle for cloud computing power, one of the largest such contracts that we've seen. That goes well beyond its current revenue.And th ...