TEN Philippine firms made it to Time and Statista’s World’s Best Companies list for 2025, with Ayala Corp. the highest in 210th place. The 1,000 firms on the list were measured on employee satisfaction, revenue growth and sustainability transparency.Ayala, the country’s oldest conglomerate, scored an overall 86.26 out of a possible 100. It ranked high in employee satisfaction (95th) and placed 587th in sustainability transparency. “This recognition inspires us to be an even better Ayala as we journey to our ...

Jenny Horn, host of NextGen Investing, is joining me right now. And analysts continue to raise their price targets on Oracle, which had an incredible it was up 40%. Let's hear what the analysts are saying, too.Jenny, good morning. Good morning. And yeah, I mean, the the analysts are acting favorably, I think, no surprise after such a significant name made such a significant move.I mean, and we were looking at Oracle yesterday on this show pre-market and saying how, hey, it was up 30 plus%. I would have neve ...

公司业绩表现 - EMCOR集团2025年第二季度营收达43亿美元 同比增长17.4% [1][8] - 剩余履约义务金额创纪录达38亿美元 反映强劲订单动能 [1] - 电气和机械建造部门营收均实现增长 主要受数据中心项目驱动 [2][8] 数据中心业务驱动因素 - 数据中心网络通信项目成为核心增长引擎 [1] - 客户高度认可虚拟设计、预制化和劳动效率等专业能力 [2] - 大规模数据中心建设需求预计将持续至2025年后 [3] 同业公司发展态势 - Primoris公司2025年第二季度营收18.9亿美元 同比增长20.9% [5] - Primoris正积极争取超17亿美元数据中心项目 未完工订单达115亿美元 [5] - MasTec通信业务收入同比激增42% 受益于超大规模数据中心的光纤部署 [6] 财务估值指标 - 公司股价过去三个月上涨33.6% 超越行业22.6%的涨幅 [7] - 2025年每股收益预期上调至25美元 2026年预期26.7美元 [10] - 远期市盈率达24.23倍 高于行业平均的21.2倍 [12] 市场前景展望 - 人工智能、云计算和高性能计算推动数字基础设施扩张 [4][6] - 公共基础设施支出保持高位 为行业提供有利环境 [2][3] - 订单储备和执行能力确保业绩可见性 但合同组合可能影响短期利润率 [3]

A股市场表现 - 沪指涨1.65%收报3875.31点 深证成指涨3.36%收报12979.89点 创业板指涨5.15%收报3053.75点 [1] - 沪深两市成交额达24377亿元 较昨日放量4596亿元 [1] - 通信ETF（515880）溢价涨停 溢折率0.60% 创业板人工智能ETF国泰（159388）收涨8.71% [3][4] 行业板块动态 - AI算力硬件通信板块领涨 服务器龙头公司2连板创历史新高 [1] - 医药股下跌 创新药等医药出海概念全线走低 [1] - 芯片板块强势反弹 科创芯片ETF国泰（589100）涨7.11% 芯片ETF（512760）涨6.24% [9][13] 海外巨头动向 - 甲骨文股价单日大涨36% 市值增加2446亿美元至9230亿美元 [5] - 传言与OpenAI签署3000亿美元算力采购合约 2027年起为期5年 [5] - 云计算业务收入71.86亿美元同比增长28% 占总营收48% [5] - 剩余履约义务金额4550亿美元 同比激增超四倍 [5] AI服务器与云计算 - 海外四大CSP合计资本开支900亿美元 同比增长70% 环比增长25% [6] - 2024年全年资本开支2285亿美元 同比增速55% [6] - 工业富联GB200系列量产爬坡 云计算营收同比增长超50% [6] - AI服务器业务同比增幅超60% 云服务商服务器收入激增1.5倍 [6] 光模块技术进展 - 英伟达推出Rubin CPX GPU 提供30Pflops NVFP4精度算力 [7] - 搭配128GB GDDR7内存 提升编码和视频处理效率 [7] - 中国国际光电博览会展示1.6T光模块 400G/800G为主力产品 [7] 半导体行业数据 - 台积电8月营收3357.72亿新台币 环比增3.9% 同比增33.8% [13] - 1-8月累计营收24319.83亿新台币 同比增长37.1% [13] - 博通第三财季AI芯片收入52亿美元 同比增长63% [13] - WSTS预测2026年全球半导体市场规模7607亿美元 同比增长8.5% [13] 指数与ETF配置 - 通信ETF（515880）成份股中"光模块+服务器+铜连接+光纤"占比超七成 [9] - 创业板人工智能ETF前三大权重股为新易盛20.28% 中际旭创18.79% 天孚通信6.50% [9] - 科创50指数被动产品规模近2000亿元 寒武纪权重超15%引发调仓担忧 [11]

Pacer Data and Digital Revolution ETF (TRFK) is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 89.3% from its 52-week low price of $37.461/share.Are more gains in store for this ETF? Let us take a quick look at the fund and the near-term outlook on it to get a better idea of where it might be headed.TRFK in FocusThe underlying Pacer Data Transmission and Communication Revolution Index derive at least 50% of their revenues from one of the following activit ...

财务表现 - 公司第一季度剩余履约义务金额达到创纪录的4550亿美元 同比增长359% [1][2] - 公司股价单日上涨36% 收盘报32833美元 创1992年以来最佳单日表现 [2] - 公司年收入同比增长12% 略低于华尔街预期的13% [5] 业务发展 - 云基础设施业务预计2026年将达180亿美元 同比增长77% 2030年预计扩大至1440亿美元 [4] - 多云数据库收入同比增长超过1500% 显示多云战略获得强劲采用 [4] - 公司计划在未来几年新增37个数据中心 [5] 资本支出 - 公司将2026财年资本支出预测上调至350亿美元 增幅达65% [5] - 资本支出增加反映基础设施投资加速 同时显示AI工作负载需求激增带来的供应限制 [5][6] 分析师观点 - 杰富瑞将公司目标股价从270美元上调至360美元 暗示较当前股价还有10%上行空间 [3] - 分析师认为公司股票有进一步上涨空间 基于对云和AI增长前景的乐观预期 [3][7] - 尽管AI基础设施建设可能压缩利润率 但巨大订单积压和AI需求加速抵消短期压力 [8]

The growth potential of software companies is immense, given the rise of artificial intelligence (AI). At the recent Goldman Sachs’ Communacopia + Technology conference, analyst Kash Rangan told Yahoo Finance that AI will enhance software’s role. While parts of the industry have faced headwinds, Rangan’s outlook remains positive.Many of his favored stocks are undergoing downturns rather than inflated valuations. Application software companies have been hit with subdued valuations, whereas some infrastructur ...

It's a great time to be an Oracle (NYSE:ORCL) shareholder. The cloud infrastructure giant skyrocketed 36% on Wednesday to take the slot as the 10th most valuable company in S&P 500 (SP500), adding $244B in market ...

Market Analysis by covering: Microsoft Corporation. Read 's Market Analysis on Investing.com ...

OpenAI has committed to a $300bn cloud computing contract with Oracle, expected to last nearly five years, according to a report by the Wall Street Journal citing undisclosed sources. This deal represents one of the largest cloud agreements in history. It indicates a significant investment in AI data centres amid discussions about potential market saturation, according to the publication. Scheduled to commence in 2027, the contract requires Oracle to provide 4.5 gigawatts (GW) of power capacity. This dem ...