These stocks are set to be huge beneficiaries from Oracle's data center spending spree.Oracle (ORCL -1.66%) shocked investors recently when the company projected that its cloud infrastructure revenue would skyrocket to $144 billion in the next five years. On top of that, this revenue growth was basically locked in through non-cancellable contracts. While Oracle's stock skyrocketed on the news, I don't think it's going to be the biggest winner of its cloud computing push. The company already carries a heavy ...

Key Points Oracle reportedly signed a $300 billion cloud infrastructure deal with OpenAI. OpenAI doesn't have that kind of money, so enormous funding rounds are going to be necessary. If OpenAI hits any snags, Oracle could be on the hook for expensive AI infrastructure. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) has defied the odds and turned its cloud infrastructure business into a major growth engine. Even before its most recent quarterly report, the company's cloud business was ...

分析师评级与目标价调整 - UBS分析师Karl Keirstead将甲骨文目标价从280美元上调至360美元并维持买入评级 [1] - 评级调整基于公司披露3170亿美元增量未完成订单支撑云基础设施板块增长预期 [1][3] 云基础设施业务增长预期 - 云基础设施板块收入预计从2025财年100亿美元增长至2030财年1440亿美元 5年增幅达14倍 [1][3] - 增长动力主要来自OpenAI约1000亿美元以上计算力采购合约 另包括xAI和Meta等客户 [2][3] - 业务多样性涵盖训练和推理应用 降低单一客户依赖风险 [3] 财务指标预测修正 - 2026财年营业利润增长率指引为中等双位数 高于分析师原模型8%的预期 [4] - 2029财年收入预测从1340亿美元上调至1630亿美元 增幅达21.6% [4] - 非GAAP每股收益预测从12.51美元上调至13.98美元 营运利润率预期从38%调整为37% [4] 业务结构转型 - 部分云基础设施增长来自数据库迁移业务 可能导致本地数据库支持收入进入零增长阶段 [4] - 公司定位为数据库管理与云服务提供商 受益于人工智能计算需求增长 [4]

Nvidia has wowed investors with record revenue and a soaring stock price.Nvidia (NVDA) has become the winner of the artificial intelligence (AI) revolution so far. The company's AI successes started with the top performance of its AI chips, then continued to evolve as Nvidia added related products and services to its repertoire. Today, the company is an AI giant, the go-to destination for customers big and small that aim to develop an AI platform.All of this has helped Nvidia's earnings to roar higher, reac ...

公司市值与股价表现 - 甲骨文股价在周三盘中飙升43%至创纪录的346美元日内高点 随后回落至收盘上涨36%至约328美元 [1][3] - 甲骨文市值一度触及9700亿美元 收盘时达到9220亿美元 超过摩根大通和沃尔玛 [2] - 特斯拉股价周三微涨0.2% 但年初至今下跌14% [3][5] - 两家公司周四盘前继续上涨 甲骨文涨1.6% 特斯拉涨1.0% [6] 财富变动与排名 - 拉里·埃里森因持有甲骨文41%股份 其净资产在周三一度增至近4000亿美元 当日最终增长约890亿美元至3830亿美元 [2][3] - 埃隆·马斯克净资产在周三收盘时为3840亿美元 以微弱优势重登全球首富 [3] - 马克·扎克伯格和杰夫·贝索斯分别以2640亿和2520亿美元净资产位列第三、四位 [4] - 埃里森成为今年彭博富豪榜最大赢家 财富增加1910亿美元 马斯克则是最大输家 财富减少480亿美元 [5] 业务驱动因素 - 甲骨文云基础设施业务因人工智能客户需求推动 预计将实现大幅收入增长 [1] - 受人工智能热潮推动 甲骨文股价今年已上涨约97% [6]

Oracle's recent earnings report sent investors over the moon.Since the close of trading last Friday, shares of the cloud giant Oracle (ORCL -6.20%) had ripped close to 35%, as of 1:06 p.m. ET on Sept. 11. Earlier this week, Oracle reported earnings for its first fiscal quarter of 2026 (ending Aug. 31) that blew away Wall Street."Absolutely staggering"It's not common to see a stock with a market cap worth several hundred billion dollars make such a big move, but Oracle's earnings results left Wall Street ana ...

公司市场定位与竞争态势 - 英伟达仍然是AI领域核心芯片供应商 其最大客户包括亚马逊、微软、谷歌和Meta [1] - 甲骨文正通过云业务转型成为AI领域重要竞争者 摩根士丹利分析师称其业务模式发生"构造性转变" [2][3] - 甲骨文获得包括OpenAI、xAI、Meta、英伟达和AMD等大型AI企业客户 成为关键AI计算平台 [5] 财务表现与运营数据 - 甲骨文最新季度获得3320亿美元预订量 创摩根士丹利团队历史最高记录 [3] - 季度营收149.3亿美元低于市场预期的150.4亿美元 每股收益1.47美元略低于1.48美元预期 [3] - 剩余履约义务达4550亿美元 同比增长359% 主要来自与三家不同客户签署的四份数十亿美元合同 [4] 业务展望与增长预期 - 管理层预计云基础设施收入将从2026财年180亿美元增长至2029财年1140亿美元 [5] - 公司预计将与其他客户签署更多数十亿美元级别合同 [4] - 美银证券因看好AI计算平台前景将甲骨文评级上调至买入 目标价升至368美元 [5] 股价表现与市场反应 - 财报发布后股价单日暴涨36% 年内累计涨幅达91% [2] - 尽管季度财务指标未达预期 但市场关注点集中在合同签约和业务转型前景 [3][4]

Nvidia (NVDA) may be the belle of the AI ball, but Oracle (ORthat CL) is making a strong case it belongs on the same dance floor. "It's tempting to switch that narrative," Interactive Brokers chief strategist Steve Sosnick said on Yahoo Finance's Opening Bid. "But I'm still going to stick with whoever brought me to the dance, and that's Nvidia." "Bottom line is they are the ones still pumping out the chips that everybody needs and everybody wants," he explained, adding that some of Nvidia's "biggest cust ...

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 ...

The U.S. stock market is poised for a pivotal day on Thursday, September 11, 2025, with investors keenly awaiting the release of the August Consumer Price Index (CPI) report. This crucial economic data point is expected to heavily influence expectations regarding the Federal Reserve's next move on interest rates, particularly after a surprisingly soft wholesale inflation report yesterday. Premarket trading activity indicates a cautious but generally positive sentiment, with major index futures showing sligh ...