John Rogers is the chairman, co-CEO and investment chief of Ariel Investments, and has managed its flagship fund for 35 yearsAriel Investments John Rogers says there are signs of market and economic strain, but he's optimistic about Oracle. The investor flagged crypto and meme-stock hype but said Oracle is a "real company" on a good track. The Ariel Investments chief picked two stocks: the owners of Madison Square Garden and Dramamine. John Rogers says there are signs of market excess and economic ...

Shares of Paramount and Warner Bros. Discovery led gains on the S&P 500 Friday on speculation about a deal. Erik McGregor / LightRocket / Getty Images Close Key Takeaways Shares of two entertainment giants pushed higher for a second straight day as investors weighed the possibility of a takeover bid, while vaccine makers came under pressure following a report that health officials from the Trump administration seek to link COVID-19 vaccines with child deaths. Major U.S. equities indexes were mixed as invest ...

Joining me now here at the Goldman Sachs Communicopia and Technology Conference, Mark Beni off, the CEO, chairman, and co-founder of Salesforce. It's so great to speak with you. Oh, I'm really happy to be here with you.Me, too. So, you just got off the stage. You just presented.Um, I want to start I want to start with agent force because this seems to be the area where investors are particularly focused right now. Certainly seeing a lot of momentum. We saw that last week in earnings.Uh, how how quickly does ...

大盘表现 - 标普500指数上涨09% 连续第三个交易日创收盘纪录[3] - 道琼斯指数上涨约14% 首次突破46000点里程碑[3] - 纳斯达克指数上涨07% 同样创下收盘纪录[3] - 广泛股票上涨主要受降息乐观情绪推动[3] 媒体娱乐行业并购动态 - 华纳兄弟探索公司股价飙升29% 成为标普500指数中表现最佳成分股 因报道称派拉蒙Skydance正探索收购要约[4] - 派拉蒙Skydance股价同步大涨16% 该交易得到CEO David Ellison家族支持 其父为亿万富翁Larry Ellison[4] - 并购传闻推动两家媒体娱乐巨头股价显著走高[2][8] 企业软件与科技行业 - 新思科技股价反弹13% 部分收复前交易日36%的暴跌 公司第三财季销售和利润未达预期并下调指引[5] - 业绩疲软主因知识产权业务挑战和中美贸易紧张局势的负面影响[5] - 甲骨文股价下跌62% 逆转前交易日36%的涨幅 该涨幅为1992年以来最佳单日表现[7] - 甲骨文此前因云收入积压和强劲指引推动AI乐观情绪而大涨[7][9] 医疗保险行业 - Centene股价上涨9% 公司确认年度利润指引并提供Medicare Advantage计划评级积极更新[6] - 初步数据显示高质量计划会员比例高于预期 该评级影响参保率和政府报销费率[6] - 强劲预测带动其他医疗保险股上涨 Molina Healthcare跟涨52%[6] 流媒体与内容平台 - Netflix股价下跌35% 因首席产品官Eunice Kim宣布离职 其在防止用户密码共享及平台向直播和游戏扩张中发挥关键作用[9] 航空航天制造业 - 波音股价下跌33% 公司CEO提及通胀压力影响供应链 但目标在年底增加737 MAX产量[10] - 与国际机械师和航空航天工人协会达成暂定协议 最终投票定于周五上午进行[10]

Larry Ellison and Elon Musk are trading the title of the richest person on the planet. Ellison took the crown on Wednesday as Oracle stock surged, but Musk reclaimed it by the end of the day. Oracle shares have roughly doubled this year thanks to AI buzz, while Tesla shares have receded. Elon Musk is the world's richest person again — but only just. He and Larry Ellison are vying for the title after Oracle's remarkable stock surge. The enterprise-software giant's cofounder briefly leapfrogged the ...

公司业务定位 - 甲骨文公司是一家在企业管理软件行业占据主导地位数十年的科技巨头 目前已成为云计算服务领域的标杆企业 [1] 投资策略偏好 - 投资策略聚焦于具有强劲基本面和良好现金流但被低估或不受市场青睐的公司及行业 [1] - 特别关注石油天然气和消费品等遭遇不合理冷遇但可能带来可观回报的领域 [1] - 倾向于长期价值投资 偶尔参与并购套利机会 如微软收购动视暴雪 日本制铁收购美国钢铁等案例 [1] 投资回避领域 - 回避难以理解的高科技业务和特定消费品类别（如时尚行业） [1] - 明确表示不认可加密货币的投资价值 [1]

公司业务 - 甲骨文公司是一家长期主导企业软件行业的大型科技巨头 并已成为云计算服务领域的标杆企业 [1] 投资策略 - 投资策略聚焦于具有强劲基本面和良好现金流但被低估或不受市场青睐的公司及行业 [1] - 重点关注的领域包括石油天然气和消费品等遭遇不合理冷遇但可能带来可观回报的板块 [1] - 倾向于采用长期价值投资策略 偶尔参与并购套利机会 如微软/动视暴雪、Spirit航空/捷蓝航空以及新日铁/美国钢铁等案例 [1] - 回避难以理解的高科技业务和部分消费品领域（如时尚行业） 同时对加密货币投资持否定态度 [1] 研究目标 - 旨在通过平台连接志同道合的投资人 分享见解并构建追求卓越回报和理性决策的协作型投资者社区 [1] - 当前目标为覆盖所有上市公司的分析研究 [1]

On Thursday, Oracle shares fell nearly 5% after a previously relentless rally that had taken the enterprise software maker to the cusp of a $1 trillion market valuation. This pull-back comes after Ora... ...

“The worst-case scenario on inflation isn’t playing out,” said David Russell at TradeStation. “The doves will be happy to see the year-over-year number back below 3%. Combined with the weak jobs data recently, this keeps us on track for rate cuts. However, the speed and intensity might depend more on the big consumer index.”Economic data released on Wednesday showed that the U.S. producer price index for final demand fell -0.1% m/m and rose +2.6% y/y in August, weaker than expectations of +0.3% m/m and +3.3 ...

By Joel Jose and Akash Sriram (Reuters) - Oracle shares retreated on Thursday after a record AI-driven surge in the previous session that put the company closer to the trillion-dollar mark and co-founder Larry Ellison within striking distance of the world's richest person title. The enterprise software maker's remarkable rise, fueled by a wave of multi-billion-dollar cloud deals, puts the spotlight on the scramble for computing power from companies that are pouring billions to become leaders in the AI ra ...