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Oracle's Nvidia‑Backed AI Push Set To Upend The Cloud
Benzinga· 2025-07-17 16:47
Core Viewpoint - Oracle Corporation is positioning itself as a significant player in the AI infrastructure market, potentially transforming its growth trajectory and market valuation, as highlighted by Scotiabank's endorsement [1] Group 1: Analyst Coverage and Ratings - Scotiabank analyst Patrick Colville initiated coverage of Oracle with a Sector Outperform rating and a price forecast of $300, indicating a major transformation into a top-tier independent AI infrastructure provider [2] - Colville believes Oracle is under-owned by long-only funds, suggesting that shares could rise as the company exceeds expectations [3] Group 2: Financial Projections and Revenue Growth - Oracle's GPU infrastructure revenue is projected to quadruple year over year to $10 billion in fiscal 2026, contingent on the timely launch of the Abilene AI data center [4] - The analyst expects Oracle's cloud database revenue to reach a projected $4.5 billion run rate by fiscal 2027, aided by new partnerships with Amazon, Microsoft, and Google [5] Group 3: Margin and Profitability Insights - Despite concerns about margins, Colville argues they are exaggerated, with estimated non-GAAP operating margins of 42.4% in fiscal 2026 and 42% in fiscal 2027, indicating strong profitability [6] - Oracle's tight control over operating costs is expected to sustain profitability even as gross margins may decline with NeoCloud scaling [6] Group 4: Market Position and Competitive Edge - OCI's pricing, performance, and security are highlighted as key strengths, along with Oracle's capital access and support from NVIDIA, which provide a competitive edge [4] - Oracle's declining database market share, which fell to 17% in 2024, is expected to stabilize due to new cloud database partnerships [5] Group 5: Stock Performance - Oracle shares were up 2.90% at $248.29 at the time of publication, reflecting positive market sentiment regarding the company's strategic direction [7]
今夜,大涨!创新高!
Sou Hu Cai Jing· 2025-07-17 16:08
美国上涨 【导读】美股继续上涨 中国基金报记者 泰勒 大家好,今晚继续关注海外市场的表现。 多家科技巨头股价创新高 7月17日晚间,美股上涨,受到最新经济数据和一系列企业财报的提振。 标普500指数上涨0.45%,道琼斯工业平均指数上涨近200点,涨幅为0.4%,科技股为主的纳斯达克综合指数上涨约0.7%。 本周公布的季度财报普遍好于华尔街预期,增强了投资者信心。据FactSet数据显示,截至目前已有约50家标普500指数成份公司公布财报,其中88%的业 绩超过分析师预期。 周四公布的关键经济数据反映出美国经济的稳健。美国劳工部表示,截至7月12日当周的首次申领失业救济人数为22.1万人,较前一周减少7000人,表明 就业市场依然稳健。 另据美国人口普查局的最新数据,6月零售销售环比增长0.6%,远高于道琼斯预期的0.2%,缓解了市场对消费者支出下滑的担忧。 eToro美国投资分析师Bret Kenwell表示:"这份令人安心的零售销售报告发布得恰逢其时,正值财报季启动之际。如果企业盈利比预期更为乐观,且管理 层继续传递有关消费者支出稳定的积极信号,那么即便市场已接近历史高位、部分投资者认为估值偏高,股市仍可 ...
S&P 500: Oracle Climbs Higher as Tech Sector Drives Stock Market Rally
FX Empire· 2025-07-17 15:16
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
甲骨文股价日内涨近4% 市值升至7000亿美元
news flash· 2025-07-17 14:56
智通财经7月17日电,甲骨文股价日内涨近4%,市值升至7000亿美元,再创历史新高。今年至今,甲骨 文股价已累计上涨51%。 甲骨文股价日内涨近4% 市值升至7000亿美元 ...
瑞银将甲骨文价由250美元上调至280美元。
news flash· 2025-07-17 14:16
瑞银将 甲骨文价由250美元上调至280美元。 ...
7月17日电,瑞银将甲骨文公司目标价从每股250.00美元上调至280.00美元。
news flash· 2025-07-17 14:05
智通财经7月17日电,瑞银将甲骨文公司目标价从每股250.00美元上调至280.00美元。 ...
金十图示:2025年07月17日(周四)全球富豪榜
news flash· 2025-07-17 03:03
金十图示:2025年07月17日(周四)全球富豪榜 | 12 | 比尔·盖茨 | 1169Z | 1 1.54亿 0.13% | 微软 | | --- | --- | --- | --- | --- | | 13 | Rob Walton & family | 1144亿 | + -2.20亿 -0.19% | Walmart | | 14 | 阿曼西奥·奥尔特加 | 1143亿 | + -2.11亿 -0.18% | Inditex | | 15 | Jim Walton & family | 1133亿 | + -2.19亿 -0.19% | Walmart | | 16 | 穆克什·安巴尼 | 1127亿 | ↑ 180万 0.0% | 信实工业 | | 17 | 爱丽丝·沃尔顿 | 1048亿 | + - 2.14亿 -0.2% | 沃尔玛 | | 18 | 迈克尔·布隆伯格 | 1047亿 | 0 0% | 或博 | | 19 | 卡洛斯·赫鲁家族 | 950亿 | 1 1.60亿 0.17% | 卡尔索 | | 20 | 弗朗索瓦·迈耶家族 | 882亿 | + -7.77亿 -0.87% | 欧 ...
X @Bloomberg
Bloomberg· 2025-07-16 22:38
Larry Ellison has overtaken Mark Zuckerberg as the world's second-wealthiest person. Here's how the Oracle co-founder amassed his fortune https://t.co/qrVvdyWDHY ...
Oracle co-founder Larry Ellison has become the world's 2nd richest person
Yahoo Finance· 2025-07-16 20:54
Market Position & Leadership - Larry Ellison surpassed Mark Zuckerberg to become the world's second richest person [1] - Oracle's stock is up over 40% year-to-date, driven by investor interest in AI [2] Oracle's Cloud Strategy - Oracle offers a full stack of software with options for public and private cloud environments, providing customer choice [5] - Oracle's advantage lies in offering Oracle Cloud alongside public cloud options [5] Competitive Landscape & Risks - Oracle does not have its own chips, potentially creating a cost disadvantage compared to Amazon, Microsoft, and Google [7] - Oracle's annual revenue for 2025 is $57.3 billion, smaller than Microsoft's $245.1 billion, indicating it is not yet a hyperscale giant [9] - The success of Stargate in pushing Oracle into hyperscale is dependent on its completion and fruition [10] Analyst Perspective - Analysts acknowledge Oracle's premium valuation but remain bullish due to its pivotal moment as a hyperscaler [4] - Long-term investors should consider the next leg of growth and the potential cost disadvantages of not having proprietary chips [6][7]
This Fund Manager Says You Should Get Out of Tesla and Apple—Now
MarketBeat· 2025-07-16 20:29
Core Viewpoint - The recommendation to rotate investments from Tesla and Apple to Broadcom and Oracle is based on the current volatile tech landscape, with concerns over growth potential for the former and opportunities for the latter [1][20]. Tesla - Tesla faces increasing competition, particularly from Chinese companies like BYD and NIO, as well as legacy automakers ramping up electric vehicle production, leading to a global price war [4]. - The company's first-mover advantage is diminishing, and there are concerns regarding its leadership and profit margins, with skepticism about Elon Musk's long-term strategies in robotics and autonomous driving [5]. - Tesla's stock is currently priced at $321.67, with a P/E ratio of 176.74 and a price target of $300.19 [3]. Apple - Apple is experiencing stagnant growth in its iPhone product line, with a reported 6% year-over-year decline in iPhone sales, contributing to a 16.9% drop in share price in 2025 [9]. - The company has vulnerabilities related to its supply chain, particularly due to its reliance on China, which could be negatively impacted by ongoing tariff wars [8]. - Despite a 12% growth in its App Store, the overall outlook for Apple remains cautious, with a current stock price of $210.16 and a P/E ratio of 32.74 [10][8]. Broadcom - Broadcom is well-positioned to benefit from the demand for customized chips, particularly those optimized for AI applications, which are crucial for tech giants like Amazon and Microsoft [12][13]. - The company's stock has surged 76% over the past three months, supported by a strong balance sheet and anticipated sales revenue of $65 billion in 2025, with expected earnings per share growth of 25% annually through 2027 [14]. - Analysts have a consensus Buy rating for Broadcom, reflecting confidence in its financial health and AI positioning [15]. Oracle - Oracle's stock has increased by 90% over the past three months, driven by new cloud service agreements expected to generate over $30 billion by 2028 [17]. - The company is a key player in the AI data center consortium, which is part of a significant government initiative, and is expected to benefit from favorable tax considerations in recent legislation [18]. - Analysts have given Oracle a Moderate Buy rating, with a consensus target price of $211 and a dividend yield of 0.83% [19].