All right, give us your top investment idea for Q4. >> It's Oracle. >> All right, it's a stock that's certainly been in the news.Give us the thesis. We've seen the stock have a big run up, especially after earnings. We saw those incredible uh RPO numbers that really wow the entire street.What's the thesis for this company going forward. >> Well, I I think it's leadership and and that's an important catalyst for us at at Laugher Tangler. I mean, the new co-CEOs and David Faber did a great job in his intervie ...

So, let's make sense of the story and talk about what it may or may not mean. Joining us on set, our friend Simma Modi. >> Brian, thank you.It's great to be back. And a big story today. We saw Oracle move as much as 5% on this report from the information that alleges that Oracle's cloud margins, which is tied to the buildout of AI infrastructure, will be lower than what Wall Street is currently predicting.And that's due to uh the cost of buying Nvidia chips, the capital intensive nature of building out data ...

Safra Catz steered Oracle Corp ORCL from modest gains to a stock market juggernaut, but now the company is returning to a co-CEO setup with Clay Magouyrk and Michael Sicilia at the helm. Investors are asking the obvious question: Does history repeat itself, or is this time different?Track ORCL stock here.The Snooze Years: Catz–Hurd EraOracle previously operated under a co-CEO structure from 2014 to 2019, during which time Catz shared leadership with Mark Hurd. That period produced only ~20–30% gains over fi ...

All right. Well, Oracle is in the spotlight to begin the week. Stock here up about 5%.That's after the cloud giant looks on track to lead a consortium of investors that will control Tik Tok's US assets. The company also announced on Monday a shakeup in its seauite, naming co-CEOs to replace its longtime chief executive Saffricats, who will now serve as the company's executive vice chair. For more on all things Oracle, we're bringing in Alex Zukin, managing director and head of software research at Wolf Rese ...

But joining us for some more context on this is Luke Yang, equity analyst of technology at Morning Star. So Luke, first and foremost, thank you so much for being with us on this Monday. I'm curious your broader thoughts here on the Tik Tok US-based entity and really how Oracle plays into the story because I I do think that they're seen as sort of the the leader right now of that 80% stake.Yeah, thanks for the question, Jenny. As you mentioned uh Oracle has formed a really close relationship with bite dance ...

【甲骨文任命两位新CEO，创始人称未来光明】甲骨文(ORCL.N)宣布提拔Clay Magouyrk和Mike Sicilia 为新CEO。Clay Magouyrk是甲骨文云工程团队的创始成员之一，他领导了OCI第二代平台的设计、实 施及商业化。在其带领下，OCI实现了前所未有的增长，已成为AI训练和推理的首选平台。 Mike Sicilia 在垂直领域应用和应用型AI方面具备深厚的专业知识。他所领导的工程团队率先采用基于意图的应用 生成技术，替代传统编码方式来构建甲骨文应用程序。其团队还为甲骨文在医疗、银行、通信、公用事 业、酒店和零售等行业的应用套件中，集成了高度复杂的AI智能体。 甲骨文主席兼首席技术官埃里森 表示，Clay和Mike都是经过验证的杰出领导者，期待在未来的岁月里与他们并肩工作，甲骨文的未来一 片光明。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

We recently published 10 Stocks Jim Cramer Discussed As He Talked About President Trump & Trillionaires. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Oracle Corporation (NYSE:ORCL) was the talk of the town last week after its shares closed 36% higher on Wednesday. The jump came after the firm’s earnings report, and Cramer discussed CEO Safra Catz’s comments during the earnings call: Jim Cramer Believes Oracle Corporation (ORCL)'s Conference Call Was Just "Masterful" ...

文章核心观点 - 文章作者在2025年6月分析了甲骨文公司的第四季度报告 重点关注其对OCI的需求情况 [1] 作者背景 - 作者为独立投资者 专注于印度和美国股市 拥有CFA资格和金融学博士学位 [1] - 作者在布鲁内尔大学伦敦校区担任金融与公司治理名誉副教授 [1] - 作者通过YouTube和播客频道“The Stock Doctor”每周分享对美国和印度市场的观点 [1] - 作者在美股、行为金融学、公司治理、激进对冲基金、加密货币及并购等领域进行定量研究 并在顶级同行评审期刊发表文章 [1]

公司股价表现 - 甲骨文股价单日一度飙升逾40%，创下33年来最大涨幅 [2] 2026财年第一季度财务业绩 - 公司报告营收149.3亿美元，同比增长12%，但低于150.4亿美元的共识预期 [5] - 调整后每股收益为1.47美元，比1.48美元的预测低一美分 [5] 剩余履约义务 - 甲骨文总剩余履约义务同比飙升359%至4550亿美元，代表已签订合同但尚未确认的未来收入 [7] - 该金额几乎是公司过去12个月营收的30倍，首席执行官预计其将很快突破5000亿美元大关 [7] 云服务与基础设施业务增长 - 云服务收入攀升28%至72亿美元，其中基础设施即服务同比增长55%至33亿美元 [10] - 公司预测本财年OCI业务有望实现77%的增长，营收达到180亿美元，并预计到2030财年该业务收入将飙升至1440亿美元 [10] - 其IaaS的55%增速远超亚马逊AWS同期的约19%增长 [10] 人工智能基础设施战略 - 公司与OpenAI、Meta、Google以及xAI等巨头签订了多项数十亿美元的AI硬件和基础设施合同 [14] - 公司正为OpenAI在美国建设4.5吉瓦的数据中心容量，并为Meta和Google的AI模型提供支持 [14] - 甲骨文OCI以其多云互操作性和对传统企业数据库的良好兼容性提供差异化价值 [15] - 公司计划在2026财年投入350亿美元的资本支出用于大规模扩建数据中心，远超今年的210亿美元 [17] 传统优势与市场地位 - 甲骨文的数据库客户群包括97%的财富100强企业，其Autonomous Database能自动化80%的管理任务 [19] - 庞大的数据库客户群和生态系统为云业务在企业AI转型中构建了独特的护城河 [19] 行业影响与市场反应 - 甲骨文股价飙升带动了英伟达和AMD等AI相关股票上涨，并推高了标普500和纳斯达克指数创下盘中纪录 [22] - 美国银行将其评级上调至"买入"，目标价368美元，称赞公司"转型为AI强国" [22]

Oracle Corporation (NYSE:ORCL) is one of the Exciting AI Stocks to Watch Right Now.  On September 8, Deutsche Bank reiterated the stock as “Buy” stating that it’s sticking with Oracle ahead of earnings on Tuesday. “However, we underscore Ms. Catz and Mr. Ellison’s multi-decade track record as capital allocators and expect out year operating income and EPS estimates to continue revising higher over the coming years as the scale and yield on Cloud investments become clearer.” On the same day, TD Cowen ana ...