公司业绩与展望 - 甲骨文公司预测2029财年云计算销售额将达到1140亿美元[1] - 云计算基础设施部门收入预计5年内增长14倍[2] - 2026财年资本支出计划达350亿美元用于数据中心建设[2] 行业需求与增长 - 人工智能处理需求在未来几年将保持高位[1] - GPU云计算需求成为主要增长动力[2] - 台积电8月销售额同比增长34%[3] 供应链受益情况 - 英伟达股价上涨4% 因其设备占AI数据中心总预算约70%[2][3] - 台积电股价上涨超过4% 为英伟达等AI公司生产芯片[3] - AI硬件供应商和生态系统合作伙伴获得积极影响[2] 市场反应 - 甲骨文股价单日暴涨40%[2] - 芯片供应商和系统提供商股价同步上涨[2] - 数据中心建设相关公司股票表现强劲[2]

Getty Images Oracle shares soared after the computing giant gave a better-than-expected outlook on strong AI demand. Key Takeaways The S&P 500 and Nasdaq climbed to record highs Wednesday following a report showing wholesale inflation surprisingly fell in August. Oracle shares soared after the computing giant gave a better-than-expected outlook on strong AI demand. Synopsys shares fell after the company reported quarterly results that missed estimates and lowered its full-year outlook. The S&P 500 ...

t 2 - 2 - 1 - 1 10 20 and and all 375 the plan alland ant televacia d 2017 07 als (200 FALLS AT geoma and and the see 11 02-820-01 2017 北京时间9月10日晚间，美国媒体推送了马斯克（Elon Musk）走下全球首富宝座的消息。 抢走马斯克地位的，是IT行业的老面孔，甲骨文的联合创始人拉里·埃里森（Larry Ellison）。这并不是因为埃 里森找到了新金矿，而是因为甲骨文暴涨的股价。 甲骨文公司在本周二公布的财报显示，其数据中心业务在人工智能（AI）客户需求激增的推动下，实现了强 劲增长，这一消息带动公司股价周三时一度飙升40%。 据报道，公司首席执行官萨弗拉·卡茨（ Safra Catz）透露，本季度已与客户签署了价值数十亿美元的合同， 并预计未来几个月将签署更多协议。今年7月，甲骨文还与ChatGPT的母公司OpenAI达成协议，为其AI软件 提供4.5千兆瓦的电力支持。 目前，埃里森是甲骨文的最大个人股东。因为甲骨文股价暴涨，他的身家也暴增了1010亿美元，达到393 ...

Oracle (ORCL) shares soared as much as 40% on Wednesday after the legacy technology company reported blockbuster earnings for its fiscal Q1 and issued ambitious guidance for the long term. Oracle now expects its annual AI-driven cloud revenue to hit $144 billion by the end of this decade. In comparison, its forecast for the current financial year stands at only about $18 billion. More News from Barchart Including today’s surge, Oracle stock is up nearly 200% versus its year-to-date low set in early Apri ...

The S&P 500 Index ($SPX) (SPY) today is up +0.51%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.46%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.45%.  September E-mini S&P futures (ESU25) are up +0.44%, and September E-mini Nasdaq futures (NQU25) are up +0.42%. Stock indexes are mostly higher today, with the S&P 500 posting a new record high and the Nasdaq 100 posting a 4-week high.  Stocks are rallying today as bond yields fell after US producer prices for August unexpectedly eased, cementi ...

Mr Ellison’s net worth climbed above $400bn on Wednesday after the share price of his IT giant Oracle soared.Larry Ellison, the technology mogul and ally of Sir Tony Blair, has overtaken Elon Musk as the world’s richest man after his fortune jumped by $120bn (£89bn) in a single day.That’s all for today but you can read all the latest business and economics news from The Telegraph here .Thanks for joining us on this live blog.“One of the reasons why taxes have risen to such a high level is because there’s be ...

Let's start with our chart of the day. Now look at this chart, guys. Oracle just amazing.The stock soaring to a new record high as the company offers bullish outlook on strong AI demand. Shares up over 41%. Everyone here at Post 9, you own the stock.Joe Tanova, I'm going to start off with you. Is there anything in this this report to nitpick at or is this just a blockbuster report that moves the markets higher, that moves the AI trade higher, that gives a boost to software, hardware, energy. Is it just that ...

公司财务表现 - 季度营收达149亿美元 同比增长12% [6] - 云基础设施收入达33亿美元 同比增长55% [6] - 未来云基础设施收入承诺达4550亿美元 [4][7] - 剩余履约义务价值4550亿美元 同比增长359% [6] - 预计本财年云基础设施收入将达180亿美元 [8] 股权结构与财富变动 - 拉里·埃里森持有11.6亿股 约占公司41%股权 [3] - 所持股份价值约2800亿美元 [3] - 单日净资产增长超1000亿美元 [2][7] - 总净资产达3930亿美元 超越埃隆·马斯克的3850亿美元 [3][7] 业务发展与合作 - 签署四份价值数十亿美元的合同 [4] - 成为OpenAI和Meta等AI巨头的重要基础设施提供商 [1] - 云基础设施需求持续增长 [7] - 预计将签署更多数十亿美元级客户合同 [7]

The S&P 500 Index ($SPX) (SPY) today is up +0.46%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.24%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.27%.  September E-mini S&P futures (ESU25) are up +0.46%, and September E-mini Nasdaq futures (NQU25) are up +0.263%. Stock indexes are mostly higher today, with the S&P 500 posting a new record high and the Nasdaq 100 posting a 4-week high.  Stocks are rallying today as bond yields fell after US producer prices for August unexpectedly eased, cement ...

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, ...