Turning now to the other big market story and the big surge, it's Oracle. As we mentioned, the stock is surging to an all-time high today after the company reported highly bullish cloud demand numbers for the coming years. Shares are on pace for their best stay in over three decades.And the company is quickly approaching the $1 trillion benchmark for market value after the stock gained almost $300 billion in market cap just overnight alone. Our own Mackenzie Sagalos is out in San Francisco and has all the d ...

Oracle ORCL shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.Benzinga contacted Ivan Feinseth, CIO and Director of Research at Tigress Financial Partners, about the correlation of Oracle and Amazon.com AMZN.Feinseth attributed Oracle’s surge to a surprise gain in its cloud platform, noting t ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

财务表现 - 2026财年第一季度非GAAP每股收益1.47美元 符合预期 同比增长6%[1] - 总收入149亿美元 同比增长12% 但低于预期0.59%[2] - 云基础设施收入33亿美元 同比增长55%[4] - 云应用收入38亿美元 同比增长11%[5] - 总云收入72亿美元 同比增长28%[5] - 非GAAP营业利润62亿美元 同比增长9%[11] - 经营现金流81亿美元 同比增长9.5%[12] 业务细分 - 美洲地区收入96.6亿美元 占比64.7% 同比增长15.4%[3] - 欧洲/中东/非洲地区收入34.8亿美元 占比23.3% 同比增长7.8%[3] - 亚太地区收入17.8亿美元 占比11.9% 同比增长4.5%[3] - 软件支持收入49.6亿美元 同比增长1%[4] - 软件许可收入7.66亿美元 同比下降12%[4] - 硬件收入6.7亿美元 同比增长2%[7] - 服务收入13.5亿美元 同比增长7%[7] 云业务增长 - 签署四份数十亿美元合同 客户包括OpenAI xAI Meta NVIDIA和AMD[2] - 云基础设施消费收入增长57% 需求远超供应[5] - 云数据库服务年化收入近28亿美元 同比增长32%[5] - 自治数据库收入同比增长43%[5] - 多云数据库收入增长1529%[6] - Fusion Cloud ERP收入10亿美元 同比增长17%[6] - NetSuite Cloud ERP收入10亿美元 同比增长16%[6] 资本支出与现金流 - 资本支出85亿美元 导致自由现金流为负3.62亿美元[12] - 现金及等价物和证券投资110亿美元[12] - 回购44万股股票 金额9500万美元[13] - 支付股息14亿美元[13] - 宣布每股0.5美元季度现金股息[14] 未来业绩指引 - 2026财年第二季度收入预计增长12-14%[15] - 非GAAP每股收益预计1.58-1.62美元[15] - 云收入预计增长32-36%[15] - 2026财年云基础设施收入预计180亿美元 增长77%[16] - 未来四年云基础设施收入预计将达320亿/730亿/1140亿/1440亿美元[16] - 2026财年总收入预计增长16%[17] - 资本支出预计增加至350亿美元[18] 合同与订单储备 - 剩余履约义务4550亿美元 环比增加3170亿美元 同比增长359%[12] - 云剩余履约义务增长近500%[13] - 33%的剩余履约义务将在未来12个月内确认为收入[13] - 剩余履约义务预计将超过5000亿美元[17]

It's Oracle's market today. The company's blowout backlog number restore confidence in the AI trade. ...

Oracle sent its shares soaring after markets closed yesterday after reporting that it signed multiple multi-billion-dollar contracts with several customers. Now, we have an idea of who those customers might be.Oracle signed a deal with OpenAI for the AI company to purchase $300 billion worth of compute power over a span of about five years, according to reporting from the Wall Street Journal. OpenAI would start purchasing this compute in 2027. If the WSJ’s reporting is correct, this would be one of the lar ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Oracle shares soared on Wall Street on projections of massive revenue growth. Oracle shares surged more than 35% in early trading Wednesday after the software giant projected massive revenue growth based on contracts tied to artificial intelligence. Oracle CEO Safra Catz called the just-finished quarter "astonishing" as the co ...

财富排名变动 - 拉里·埃里森以3930亿美元净资产成为全球新首富 超越埃隆·马斯克的3850亿美元 [1][4] - 埃里森财富单日增长1010亿美元 创彭博亿万富豪指数最大单日涨幅纪录 [4] - 马斯克此前保持首富头衔超300天 2024年曾一度拥有超4000亿美元资产 [2][6] 公司业绩与股价表现 - 甲骨文公司因财报超预期且获数十亿美元云基础设施合同 股价单日暴涨40% [1][3] - 公司股价于9月10日达历史新高345美元 创1992年以来最大单日百分比涨幅 [4] - 年初至今股价累计上涨约100% 从年初166美元持续攀升 [4] 行业对比与动态 - 特斯拉股价年初至今下跌约7% 与甲骨文走势形成鲜明对比 [5] - 云计算基础设施需求持续增长 推动甲骨文获得大额合同 [3] - 美国前400名富豪总财富达6.6万亿美元 整体财富规模持续扩张 [6]

On the same day Oracle (NYSE:ORCL) shares spiked more than 30% following its latest earnings report, the cloud computing company also inked a massive $300B deal with OpenAI to provide data center capacity, according to the Wall Street Journal. Oracle will ...

OpenAI has signed a contract to purchase $300 billion in computing power over roughly five years from Oracle , among biggest in history, the Wall Street Journal reported on Wednesday. ...