Chris Kleponis / CNP / Bloomberg via Getty Images Oracle co-founder Larry Ellison briefly became the world's richest person ahead of Elon Musk on Wednesday, according to Bloomberg KEY TAKEAWAYS Oracle shares advanced in premarket trading Thursday, a day after soaring 36% in their best session since 1992. The surge in Oracle stock yesterday briefly lifted the net worth of chair and co-founder Larry Ellison above that of Elon Musk to become the world's richest person, according to Bloomberg. Several an ...

All right. So, do you think this is justified. Uh, one of the big data points here was that 1500% growth when it came to database revenue coming from names like Amazon, Alphabet, and Microsoft.But a lot of people have pointed out that's generally low margin revenue. And there's some questions about the profitability of that business that they're getting. What do you say.Well, I mean, I think in terms of some of the hyperbole you were throwing up before, I mean, this was similar to to the guidance we saw fro ...

人工智能投资趋势 - 人工智能近年爆发式增长 投资者通过AI主题ETF或个股投资布局这一技术趋势 [1][2] - Global X Artificial Intelligence & Technology ETF(AIQ)和Invesco AI and Next Gen Software ETF(IGPT)等基金提供一站式AI公司投资组合 [2] 重点AI公司分析 Snowflake(SNOW) - 运营基于云的数据平台 利用AI为客户生成可操作的业务洞察 [3] - 位列25只ETF前15大持仓 包括AI主题和大型成长股基金 [4] - 年内涨幅超25% 43位分析师中36位给予买入评级 共识目标价隐含15%上涨空间 [4][5] Astera Labs(ALAB) - AI硬件领域重要厂商 产品包括retimer和内存控制器等AI基础设施设备 [6] - 进入27只ETF前15大持仓 涵盖半导体和成长股基金 [7] - Q2财报显示EPS增长超200% 营收同比飙升150% 分析师预测下年度盈利增长118% [7] Oracle(ORCL) - 传统科技巨头加速AI布局 将AI整合至Fusion套件等云产品 [9] - 被145只ETF列为前15大持仓 年内股价上涨49% [9][10] - 分析师认为仍有75美元/股上行空间 为偏好稳健的投资者提供AI技术敞口 [10] 台积电(TSM) - 全球半导体制造龙头 尽管面临关税风险 仍被117只ETF重仓持有 [13] - 年内上涨18% 分析师全部给予买入评级 目标价258美元隐含7%涨幅 [13][14] - 市场预期其能将足够产能转移至美国以规避关税影响 [14] 行业动态 - AI主题ETF持仓可作为构建个性化投资组合的参考标的 [2] - 云计算数据平台、AI硬件、传统科技巨头转型和半导体制造构成当前AI投资四大方向 [3][6][9][13]

公司表现 - Oracle公司(NYSE: ORCL)相对于标普500指数表现出色 [1] - 过去几年公司已从传统数据库企业转型为更具吸引力的投资标的 [1] 投资标准 - 理想投资标的需满足以下特征：营收、盈利和自由现金流持续增长 [1] - 具备优异增长前景且估值合理的公司更受青睐 [1] - 偏好自由现金流利润率高的稳健增长型企业 [1] - 倾向选择有股息分红和股票回购计划的公司 [1] 分析师动态 - 分析师未来72小时内可能通过股票或期权建立ORCL多头仓位 [2]