【导读】甲骨文被"爆料"，三大指数开盘跳水，特斯拉跌超4% 甲骨文被爆料"云业务利润率低于预期"，盘中跌近7%。受该消息影响，美股科技股承压，三大指数集 体走低。特斯拉跌超4%，尽管发布新车，难挽跌势。中国资产受拖累，中国金龙指数跌超2%，小马智 行跌超7%。 国际金价一度跳水，彼时美元指数走强。截至发稿，COMEX黄金指数再度反弹至4000美元/盎司之上。 甲骨文被"爆料" 三大指数开盘跳水 美东10月7日（周二），美股三大指数开盘后不久，开始快速下跌。 消息面上，甲骨文被爆料"云业务利润率低于预期"。这意味着AI产业链承压，支撑美股的关键因子走 弱。 这一消息拖累三大指数集体收跌。截至收盘，标普500指数下跌0.38%，报收于6714.59点；纳斯达克综 合指数下跌0.67%，报收于22788.36点；道琼斯工业平均指数下跌0.2%，报收于46602.98点。 文件显示，在截至8月的3个月里，甲骨文通过出租搭载英伟达芯片的服务器获得约9亿美元收入，录得 1.25亿美元毛利润，毛利率只有不到14%。同时，一些未列明的折旧费用还将吞噬7个百分点的利润 率。云业务的迅猛扩张，将迅速拉低公司目前接近70%的毛利率 ...

*美股三大股指齐跌，标普500七连涨终结 *甲骨文盘中跌超7%，芯片股普遍下挫 *黄金期货价格首破4000美元 受权重科技股下跌拖累，周二（7日）美股三大股指全线下挫，投资者对人工智能的盈利前景有所担 忧。截至收盘，道指跌91.99点，跌幅0.20%，报46602.98点；纳指跌153.30点，跌幅0.67%，报22788.36 点；标普500指数跌25.69点，跌幅0.38%，报6714.59点。 市场概况 美国软件巨头甲骨文股价收跌2.52%。据报道，甲骨文的云业务利润率远低于分析师的预期，并且在部 分英伟达芯片租赁交易中出现亏损。甲骨文盘中一度跌超7%。 受此拖累，芯片股大幅下跌。费城半导体指数收跌2.06%，台积电跌2.77%，美光科技跌2.76%。 日内科技股普遍走弱。特斯拉跌4.45%，此前特斯拉发布了更实惠版本的Model Y SUV 和 Model 3轿 车，许多投资者原本希望能听到关于其他新产品的消息，例如马斯克（Elon Musk）一直承诺的下一代 Roadster。 此外，谷歌跌1.86%，微软跌0.87%，Meta跌0.36%，英伟达跌0.35%，苹果跌0.08%。 美国资管机构Ame ...

甲骨文被爆云利润率逊色，引发大型科技及消费股的抛售，从而拖累美股大盘。此外，通胀预期上升和美国政府关门持续，也为市场回调提供了宏观背景。 标普、纳指早盘在创下历史新高后下挫，标普七日连涨势头终结。 周三美股三大指数悉数收跌，标普终结七连涨。美国小盘股指收跌超1.1%，半导体指数跌超2%。矿业公司Trilogy Metals因获美国政府入股，暴涨超 210%。中概指数收跌超2.2%，小马智行跌超7.7%。 美股基准股指： 美股行业ETF： 芯片ETF下挫2.24%，可选消费跌1.72%，AI机器人板块跌1.58%。必选消费则涨0.92%，公用事业涨0.45%。 以下是核心资产走势： （美股基准股指日内走势） 美股早盘，美股三大指数小幅高开，科技股多数上涨。，戴尔科技大幅上调业绩预期，盘初一度涨逾6.1%后回落。贵金属市场表现抢眼， COMEX 12月黄金期货历史上首次突破4,000美元/盎司大关。 美股盘中，市场情绪在盘中出现逆转。，甲骨文备受关注的云业务被爆利润率逊色，股价一度大跌超7%，拖累大盘走低。同时，显示美国 短期通胀预期创五个月新高，也给市场带来一定压力。 美股午盘，市场抛售压力加剧，纳指一度跌超0 ...

A news report by showed Oracle’s profit margin in its cloud computing business is lower than many on Wall Street have been estimating: Here’s your Evening Briefing https://t.co/ifGkBsVHkz ...

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 ce ...

Core Viewpoint - Oracle's cloud margins are expected to be lower than Wall Street predictions due to high costs associated with Nvidia chips and the capital-intensive nature of building data centers, raising concerns about long-term profitability [1][2][3] Group 1: Financial Performance - Oracle's recent report indicated a significant backlog of cloud contracts, up 529%, which previously boosted the stock by as much as 40% [2] - The report highlighted a gross margin of approximately 14% on $900 million in sales, contrasting sharply with the historically high margins of 60-70% from Oracle's software business [10][9] - Analysts have expressed concerns about the visibility of Oracle's return on investment and long-term profitability, particularly in the next 6 to 12 months [3][7] Group 2: Market Reactions - Following the report, Oracle's stock experienced a decline of 7%, although this was not seen as catastrophic given the stock's previous performance [11][12] - The market is increasingly questioning the sustainability of Oracle's growth and the realization of its large backlog, with skepticism about whether these deals will materialize as expected [13][14] Group 3: Upcoming Events - Oracle World is set to take place in Las Vegas, where key executives will discuss the company's data center buildout and growth opportunities, which may address current profitability concerns [4][5] - The upcoming analyst day is anticipated to focus on financial questions regarding profitability and the duration of Oracle's partnership with OpenAI, which could significantly impact market perceptions [4]

U.S. equities pulled back on Tuesday, October 7, 2025, as investors digested a mix of corporate news, ongoing political uncertainty, and a reappraisal of artificial intelligence (AI) sector valuations. After a robust seven-day winning streak that saw major indexes reach new all-time highs, the market experienced a broad retreat, with technology stocks leading the decline. Concerns over the protracted government shutdown and its potential impact on economic data further contributed to a cautious sentiment am ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks in the red Tuesday following from the latest record setting run.AI and tech optimism still persist. Going to be digging into that a whole lot more. But right now, there was just an hour ago until the closing belt.Stocks are lower. Let's take a look at the popular averages. The Dow was down about 136 points.Your broad gauge, the S&P 500 down about 4/10en of a percent. Tech, the NASDAQ down about 6/10%. Let's welcom ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec in the radio booth.Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. On a day where we actually see stocks across the board a lower the major indices, I should say, Carol Massar. And a lot of this seems to be tied to some concerns a ...

Welcome back. Shares of Oracle are lower today on a report that says the cloud provider is struggling to make money renting out Nvidia chips. That story from the information.Sema Modi has the details in today's tech check. Sema, what can you tell us about this report that is driving a lot of the downside today. Yeah, the stock is down right now after that big run up we saw last month.Dom, if you read the report, it basically alleges that while Oracle's cloud business is growing exponentially, it has quote r ...