Key Takeaways Palantir's Q2 commercial revenues surged 93% year over year, with contract bookings up 222%.US commercial now makes up 31% of total revenues, rising from 23% a year earlier.Top client average revenues grew 30%, boosting profitability and long-term sustainability.Palantir Technologies Inc. (PLTR) is no longer just a government-focused software powerhouse, it is rapidly transforming into a dominant force in the U.S. commercial sector. The second-quarter 2025 results highlight this shift, with co ...

Oracle Corp. (NYSE:ORCL) extended its gains Monday, building on last week’s historic rally that underscored OpenAI’s influence across technology markets. The software giant recorded its largest stock jump since 1992 after reporting earnings fueled by surging cloud commitments. Oracle shares are up 82% year-to-date and have added 27% in just the past five sessions. By comparison, the S&P 100 Index, which includes Oracle, has risen 14% this year, gaining more than 2% in the past week. Also Read: Oracle’s Ex ...

Okay, I'm very pleased to say Kevin Green joins me now to take a look at what is going to be a very busy week ahead. It's already been a pretty busy old morning, particularly if you're paying attention to Truth Social today, Kevin. Uh, but let's stick with the domestics and the economic perspective here.What are you watching this week. Good morning to you. Good morning, Sam.Well, obviously we do have a lot that's going to be on the calendar this week. not only the Fed meeting and the announcement that we're ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best tech stocks to buy for the long term. On September 9, HSBC reiterated a ‘Buy’ rating on the stock but cut its price target to $185 from $200. The price target cut comes amid concerns about the average selling price of the company’s M1355 chip. HSBC: Wall Street Underestimating Advanced Micro Devices Inc. (AMD)'s AI GPU Business Posonskyi Andrey/Shutterstock.com According to HSBC, the price target cut was necessitated by the fact that the avera ...

公司表现 - 英伟达股价创历史新高 涨幅0.37% [1] - 甲骨文单日股价涨幅超30% 市值突破5000亿美元 [2] - 甲骨文云基础设施部门收入预计增长77% 达180亿美元 [3] 业务发展 - 甲骨文第一季度签署四项巨型合同 未完成订单超4500亿美元 [3] - 甲骨文云基础设施部门收入预计2030年达1440亿美元 [3] - 英伟达作为顶级GPU供应商直接受益于AI基础设施需求增长 [5] 行业趋势 - AI技术支出在全行业持续快速增长 [5] - 甲骨文乐观预测为AI基础设施需求提供重要佐证 [2][5] - GPU作为AI流程核心组件需求持续扩大 [5]

Super Micro Has Been Riding the Nvidia WaveNvidia Moves the Entire AI Ecosystem Feels ItTop Boss4 min read·Just nowJust now--Press enter or click to view image in full sizeIf Nvidia is the sun in today’s AI solar system, then Super Micro Computer Inc. might just be one of the planets thriving in its orbit.The company’s stock has been climbing for four straight days, and the reason is simple: Super Micro is deeply tied to Nvidia’s meteoric rise. When Nvidia introduces new technology, Super Micro is often fir ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. Cramer discussed the stock’s recent price movement and an analyst rating around it. He remarked: “… which brings me, of course, to NVIDIA. Here’s a stock that’s going straight down for four straight weeks, despite a very good quarter in the middle of that skit. Today, Citi lowered its price target from 210 to 200, broke ranks, much less bullish than everybody else. It got picked up, this price target cut got picked up by everyo ...

英伟达战略布局 - 公司通过向Nebius Group和CoreWeave等新兴云厂商提供GPU和股权投资 控制AI算力资源访问权 使超大规模云厂商受制于其供应体系 [1][3] - 该战略使公司无需自建算力产能即可延伸对AI计算领域的影响力 [4] - 供应链分配权等同于行业影响力 公司正在悄然制定游戏规则 [2] 微软合作动态 - 微软已租赁Nebius大量算力容量 为其Office 365及其他云产品AI部署提供临时解决方案 [5] - 此合作使微软更深地融入公司生态系统 实际上帮助公司强化了新战略盟友 [1][3] - 合作表明超大规模云厂商已不再拥有完全控制权 必须按照公司规则运作 [6] 新兴云厂商格局 - Nebius在获得公司早期GPU供应和微软租赁支持后 已超越大多数竞争对手 在AI基础设施热潮中扮演重要角色 [2] - CoreWeave因过度依赖公司供应而面临风险 缺乏锚定客户使其在分配优先级变动时显得脆弱 [2][5] - Nebius被视为公司的战略武器 而CoreWeave可能被边缘化 [6]

谷歌TPU战略部署 - 谷歌开始向长期依赖英伟达GPU的小型云提供商数据中心部署其Tensor处理单元(TPU) [2] - 最新Ironwood芯片每单元配备超过9200个芯片 每pod提供42.5 exaflops计算能力 相比前代产品实现超过10倍性能提升 [4] 谷歌战略动机分析 - 通过向小型云提供商授权TPU技术开辟新收入来源 同时保持技术控制权 [5] - 建立生态系统锁定效应：开发者一旦为TPU优化 转换成本将变得昂贵且复杂 [5] - 战略性市场 disruption：通过提供TPU替代方案 施压英伟达定价能力并降低对其昂贵硬件的依赖 [5] 对英伟达的潜在影响 - 面临价格压力：若TPU提供相似性能但更优经济性 英伟达可能遭遇利润率压缩 [6] - 客户多元化：小型云提供商现在拥有英伟达近垄断AI硬件之外的替代选择 [6] - 英伟达仍拥有庞大生态系统和深厚客户关系 但需应对谷歌在市场份额争夺战中的进展 [6] 行业竞争格局演变 - AI硬件市场形成多玩家竞争格局 包括博通、AMD和Marvell等公司都在推进自研芯片 [7] - 亚马逊AWS拥有Inferentia芯片 微软通过合作伙伴关系参与竞争 预计不会保持观望 [10] - 超大规模云服务商之间可能爆发更广泛的自定义芯片军备竞赛 [10] 市场影响与投资视角 - 行业竞争加剧带来更多选择和潜在成本下降 有利于整体行业发展 [8] - AI基础设施市场持续升温 但不存在确定的单一赢家 [8] - 多元化投资组合策略表现突出 例如高质量投资组合自成立以来回报率超过91% [3]

And let's zoom in on Oracle now because it is surging after giving that robust forecast for its cloud infrastructure business expecting cloud infrastructure revenue to grow 77% this fiscal year. Joining me now is Jackson Ader, Key Bank Capital Markets managing director and equity research analyst and an RA Bloomberg intelligence analyst. Guys, it's great to see you.Thanks for being here. Thanks for having us. Jackson, I want to start with you because again the size of a company like Oracle having a move lik ...