美东时间周四，投资者对人工智能（AI）颠覆性的担忧持续发酵，三大指数均跌超1%，纳指以2%的跌幅领跌。 （三大指数日内走势，来源：TradingView） 截至收盘，道琼斯指数跌1.34%，报49,451.98点；标普500指数跌1.57%，报6,832.76点；纳斯达克指数跌2.03%，报22,597.15点。 今年以来，随着一些AI工具的推出，部分板块遭受冲击，包括软件公司、出版商、金融服务企业等。投资者担心，这些AI工具可能复制它们的业务模式， 或至少侵蚀其利润率。 在AI可能颠覆财富管理业务的担忧下，摩根士丹利等金融股承压；卡车运输和物流公司如C.H. Robinson股价暴跌14%，因市场担心AI将优化货运运营，从而 压缩部分收入来源。 AI颠覆担忧甚至蔓延至房地产行业。市场认为更高的失业率将打击办公空间需求，CBRE和SL Green Realty等股票因此走低。 投资者纷纷转向更具防御性的板块，沃尔玛和可口可乐股价分别上涨3.8%和0.5%。 在标普500指数各板块中，必需消费品和公用事业板块涨幅居前，均上涨超过1%，并带动必需消费品板块创下历史收盘新高。 热门股表现 大型科技股普跌，英伟达跌1 ...

NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2025 and December 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/oracle-corporation-lawsuit-su ...

Core Viewpoint - The Gross Law Firm is notifying shareholders of Oracle Corporation regarding a lead plaintiff deadline for a class action lawsuit related to alleged misleading statements and financial risks associated with the company's AI infrastructure strategy [1]. Summary by Relevant Sections Class Action Details - Shareholders who purchased Oracle shares from June 12, 2025, to December 16, 2025, are encouraged to contact the Gross Law Firm for potential lead plaintiff appointment [1]. - The deadline for seeking lead plaintiff status is April 6, 2026 [1]. Allegations - The lawsuit alleges that Oracle's management made materially false and misleading statements regarding: 1. The AI infrastructure strategy leading to significant increases in capital expenditures without corresponding near-term revenue growth [1]. 2. Increased spending creating serious risks related to Oracle's debt, credit rating, free cash flow, and project funding [1]. 3. Misrepresentations about the company's business operations and future prospects [1]. Next Steps for Shareholders - Shareholders who register will be enrolled in a portfolio monitoring system to receive updates on the case [1]. - Participation in the class action has no cost or obligation for shareholders [1].

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming April 6, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased Oracle Corporation ("Oracle†or the "Company†) (NYSE: ORCL) securities between June 12, 2025 and December 16, 2025, inclusive (the "Class Period†). IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ORACLE CORPORATION (ORCL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PARTICIPATE IN THE ONGOIN. ...

LOS ANGELES, Feb. 12, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Oracle Corporation, (“Oracle” or the "Company") (NYSE: ORCL) investors of a class action on behalf of investors that bought securities between June 12, 2025 and December 16, 2025, inclusive (the “Class Period”). Oracle investors have until April 6, 2026 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 844-767-8529 or email: lesley@portnoylaw.com, to discuss their legal rights, ...

Welcome back. Big tech companies unveiling plans in recent days to fund the AI buildout. Alphabet's launching tech's first 100year bond since 1997.While Oracle says it's planning to raise up to $50 billion in debt and equity this year. Joining us now to discuss all this is Goldman Sachs head of investment grade credit Johnny Fine. Welcome.Perfect time to have you here. So, h how's the market absorbing all of these financing needs. >> Well, the short answer is incredibly well.uh the Oracle financing priced l ...

尽管SpaceX、OpenAI等明星公司的IPO前景备受瞩目，但当前美国科技资本市场的真正重心已转向债务 融资。为支撑AI基础设施的快速扩张，全球科技及AI相关债券发行规模正急剧膨胀，预计今年将从 2025年的7100亿美元逼近1万亿美元大关。 Alphabet、亚马逊、Meta、微软四大科技巨头今年合计资本支出及融资租赁规模预计将达7000亿美元， 以应对算力资源的史诗级需求。为填补资金缺口，头部企业密集进入债券市场：Alphabet本周完成超 300亿美元债券发行，Oracle亦于2月初宣布年内融资450亿至500亿美元，并迅速落地250亿美元债券销 售。 摩根士丹利测算，AI基础设施领域存在约1.5万亿美元融资缺口，其中大部分将由债务市场填补。分析 师警告，伴随科技企业发债规模持续攀升，投资级公司债指数中科技行业的权重或将从当前的9%升至 十几个百分点，加剧指数层面的集中度风险；与此同时，巨量供给亦可能推高其他行业发行人的融资成 本，形成跨市场溢出效应。 超大规模融资推动债市扩容 与债务融资的井喷态势形成鲜明反差，美国科技IPO市场仍陷沉寂。今年以来尚无知名科技企业提交上 市申请，市场仅存的预期锚点集中 ...

智通财经APP获悉，近来，人工智能再次在美股掀起巨浪， Alphabet(GOOGL.US)以及Anthropic和 Altruist等初创公司的聊天机器人正在颠覆从软件到金融服务等各个行业的格局。但有一个名字却明显 缺席了这场讨论：OpenAI。昔日的人工智能"造王者"已被竞争对手超越，至少公众是这么认为的。然 而，华尔街并不打算就此放弃ChatGPT的开发商及其相关公司。 Wellington Management技术团队联席负责人兼全球创新战略联席投资组合经理Brian Barbetta表示："即 使不是必然，OpenAI今年也极有可能推出一款能够重新引领潮流的新模型，从而扭转其落后于时代的 看法，与OpenAI相关的股票自然也会从中受益。" 近几个月来，与OpenAI相关的公司股价承受了巨大压力。今年以来，与OpenAI相关的公司股票组合下 跌了13%，而与Alphabet相关的股票组合则上涨了21%。因此，这种市场情绪的转变相当紧凑。 但投资界的专业人士越来越乐观地认为，OpenAI目前的低迷状态只是暂时的。如果市场情绪持续改 善，可能会刺激其主要合作伙伴，如英伟达(NVDA.US)、甲骨文(ORC ...

U.S. Department of the Air Force Accelerates Cloud Modernization with Oracle [Accessibility Statement] Skip NavigationThe Department of War can now access Oracle Cloud Infrastructure technologies, including Oracle AI Database 26aiAUSTIN, Texas, Feb. 12, 2026 /PRNewswire/ -- The [United States Department of the Air Force (DAF)] has awarded Oracle an $88million firm-fixed price task order to provide [Oracle Cloud Infrastructure](OCI) services for the Air Force Cloud One program. This award continues Oracle's ...

针对市场对客户集中度与资本开支的持续担忧，伯恩斯坦在最新研报中对甲骨文进行极端情景压力测试：若OpenAI等AI客户完全撤单，公司价值 几何？ 据追风交易台，研报的模型构建了一个"近乎最坏"的下行假设：自2025财年第四季度以来签约的所有AI合同，包括OpenAI的巨额订单均无法转化 为收入，客户既不履约也不续约。与此同时，核心数据库、SaaS及非AI的OCI业务保持正常增长。 在此极端设定下，伯恩斯坦估算甲骨文估值底线为每股137美元，较当前约160美元的水平仅存在15%的下行空间，为投资者提供了清晰的安全边 际。而在乐观情景下，若执行顺利，目标价上看313美元。 2480亿美元租赁负债并非"不可承受之重" 伯恩斯坦进一步拆解了市场对甲骨文巨额数据中心租赁合同的担忧。投资者最恐惧的情景是，若客户违约，甲骨文将被迫承担高达2480亿美元的 闲置成本。但研报指出，这一风险被显著高估。 首先，这些租赁合同期限长达15至19年，产能分批上线直至2030财年，年度最大风险敞口实际仅为130亿至165亿美元，且要到2030年才触及峰 值。其次，只要全球未陷入"AI寒冬"，数据中心需求仍将维持高位，甲骨文完全有能力将闲置 ...