Oracle has pushed back the completion dates for some of the data centers it’s developing for the AI model developer OpenAI to 2028 from 2027 https://t.co/fbudZWq6no ...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 甲骨文一些面向OpenAI的数据中心从2027年推后至2028年，这在很大程度上与劳动力和原材料短缺有 关。 风险提示及免责条款 ...

Core Viewpoint - The Nasdaq index experienced a decline, with major tech stocks falling significantly, amidst concerns over a Supreme Court ruling on Trump's tariffs, which could impact the stock market's recent gains [1] Group 1: Market Performance - The Nasdaq index's decline reached 1.2%, with notable drops in major tech stocks such as Broadcom (AVGO) down over 10%, Micron Technology (MU) down over 5%, Oracle (ORCL) and AMD (AMD) down over 3%, TSMC (TSM) down 2.6%, Amazon (AMZN) down over 1%, and Meta (META) down over 0.8% [1] - The S&P 500 index has rebounded 39% since its low earlier this month, reaching a record high, supported by lower-than-expected tariffs and ongoing investment in artificial intelligence [1] Group 2: Legal and Economic Context - The U.S. Supreme Court is set to rule on the legality of Trump's comprehensive tariffs, which previously caused significant market declines [1] - If the Supreme Court rules against the tariffs, there is potential for uncertainty in the market, with estimates suggesting a 2.4% growth in earnings for S&P 500 companies by 2026, excluding interest and taxes [1]

Core Viewpoint - The Nasdaq index experienced a decline, with major tech stocks falling significantly, amidst uncertainty regarding the legality of comprehensive tariffs proposed by Trump, which could impact the stock market's recent performance [1] Group 1: Market Performance - The Nasdaq index dropped by as much as 1.2%, with notable declines in major tech stocks such as Broadcom (AVGO) down over 10%, Micron Technology (MU) down over 5%, Oracle (ORCL) and AMD (AMD) down over 3%, and TSMC (TSM) down 2.6% [1] - The S&P 500 index has rebounded 39% since its low earlier this month, reaching a record high on Thursday, supported by lower-than-expected tariffs and ongoing investment in artificial intelligence [1] Group 2: Legal and Economic Context - The U.S. Supreme Court is set to rule on the legality of Trump's comprehensive tariffs, which previously caused a global market downturn; a ruling against the tariffs could introduce significant uncertainty [1] - The likelihood of a ruling this year is decreasing, with the court's next session scheduled for January 9 of the following year [1] Group 3: Future Projections - Ohsung Kwon, Chief Equity Strategist at Wells Fargo, estimates that if the tariffs are ruled invalid, S&P 500 companies' earnings before interest and taxes could grow by 2.4% by 2026 compared to this year's levels [1]

The cost of insuring against a potential default by Oracle is rising. ...

Core Insights - The article discusses the recent trends in the stock market, highlighting significant movements in various sectors and the overall economic outlook [1]. Group 1: Market Trends - The stock market has shown volatility, with major indices experiencing fluctuations due to economic data releases and geopolitical events [1]. - Technology stocks have been particularly affected, with a notable decline of 5% in the sector over the past month [1]. - Consumer discretionary stocks have outperformed, gaining 3% as consumer spending remains robust [1]. Group 2: Economic Indicators - Recent employment data indicates a steady job growth rate of 200,000 jobs added in the last month, which is in line with expectations [1]. - Inflation rates have shown signs of stabilization, with the Consumer Price Index (CPI) increasing by only 0.2% month-over-month [1]. - Interest rates are expected to remain unchanged in the near term, as the Federal Reserve assesses the impact of current economic conditions [1].

(本文来自第一财经) 道指涨0.2%，纳指跌0.45%，标普500指数跌0.2%。博通跌超7%，公司目前积压了价值730亿美元的AI 产品订单。甲骨文跌1%，此前一交易日下跌近11%。 道指涨0.2%，纳指跌0.45%，标普500指数跌0.2%。博通跌超7%，公司目前积压了价值730亿美元的AI 产品订单。甲骨文跌1%，此前一交易日下跌近11%。 (本文来自第一财经) ...

Core Viewpoint - Oracle Corporation is facing scrutiny from analysts following its Q2 earnings report, which showed lower-than-expected quarterly revenue despite strong demand for its AI infrastructure [1]. Financial Performance - Oracle reported earnings per share (EPS) of $2.26, surpassing expectations of $1.64, while revenue was $16.06 billion, slightly below the anticipated $16.21 billion [2]. - For the fiscal third quarter, Oracle projected adjusted EPS between $1.70 and $1.74, with revenue growth expected to be between 19% and 21% [3]. Analyst Insights - Stifel analyst Brad Reback lowered the price target for Oracle's stock to $275.00 from $350.00 but maintained a "Buy" rating, citing a "lackluster print" in the earnings report [1][3]. - The report indicated modest improvement in remaining performance obligations (RPO) growth of 15% quarter-over-quarter, overshadowed by higher-than-expected capital expenditure plans [3]. Capital Expenditure Concerns - Oracle increased its fiscal year 2026 capital expenditure guidance by $15 billion to a total of $50 billion, raising concerns about funding for its data center expansion [4]. - Management emphasized a commitment to maintaining an investment-grade credit rating and mentioned various funding options available [4]. Infrastructure Revenue - The Infrastructure as a Service (IaaS) revenue was estimated at $4.1 billion, meeting but not exceeding expectations, with EPS, excluding the Ampere benefit, appearing to be 10-15 cents below guidance [5]. Future Growth Potential - Despite near-term concerns, analysts believe that current capital investments will likely support accelerating growth in Oracle Cloud Infrastructure (OCI) in the coming quarters, driven by an expanding and diverse IaaS customer base [6].

Core Viewpoint - Oracle Corporation's shares fell by 11% following the release of its second fiscal quarter results, which showed weaker-than-expected revenue performance [1] Financial Performance - The revenue miss reported by Oracle was not significant, but it raised concerns regarding the company's capital expenditures (CapEx) [1]

Shares of Oracle Corporation ( ORCL ) slumped 11% on Thursday after the Cloud company reported weaker-than-expected top-line results for its second fiscal quarter. The revenue miss was not large, but concerns over the company's CapExAnalyst’s Disclosure:I/we have a beneficial long position in the shares of ORCL, NVDA, AMD, AVGO, META, AMZN, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...