Oracle Stock Nabs Upgrade To Buy. Here's Why. | Investor's Business DailyBREAKING: [Stocks Open Tightly Mixed As Oracle Soars, Intel Stumbles]---Oracle (ORCL) stock was upgraded to a buy rating from analysts at DA Davidson on Monday, who are increasingly positive on a "revamped" OpenAI and see Oracle shares as more properly valued following a sharp selloff. "In the past we had been very critical of Oracle and OpenAI, but believe the market is now more appropriately reflecting the risks involved,…## Related ...

Core Insights - The five hospitals in the Erie St. Clair region of Southwest Ontario have improved their electronic health record (EHR) performance by migrating to Oracle Cloud Infrastructure (OCI), enhancing patient and clinician experiences, data security, and operational resilience [1][2][3] Group 1: Migration to OCI - The migration to OCI has led to a 71% reduction in average page load time for clinicians and a 46% decrease in login response time, significantly improving EHR usability and availability [3][8] - TSSO, which manages IT needs for the five hospitals, is now able to deliver real-time patient information to clinicians, enhancing data security and operational efficiency [2][5] Group 2: Integration of AI Technologies - A pilot program for Oracle Health Clinical AI Agent is underway, which will allow clinicians to generate comprehensive draft notes from patient interactions in near real-time, reducing administrative burdens [4][5] - The integration of AI technologies is expected to further improve patient care by allowing physicians to focus more on patient interactions rather than documentation [4][5] Group 3: Organizational Goals and Vision - TSSO aims to redefine people-centered care by providing integrated and coordinated patient services across its network, with OCI laying the groundwork for this vision [5][6] - The use of OCI supports continuity of critical health services and enhances system-level preparedness across the region, aligning with TSSO's strategic goals [5][6]

全方位服务型投资公司D.A． Davidson表示，在纠正了几项战略失误后，OpenAI已重回正轨，该机构认 为这一转变可能会提振其生态系统中的关键受益者，例如甲骨文公司。 这家投资公司认为该人工智能公司的前景更加光明，并在周一的一份报告中上调了其评级。 D.A.Davidson分析师Gil Luria写道，自9月以来，OpenAI已经"纠正了几项失误"，公司重新聚焦于 ChatGPT及其核心前沿模型。 "这包括走上了开启广告业务的路线，这对于增加货币化能力和减少现金消耗至关重要。管理层似乎也 意识到，他们需要与英伟达、微软和亚马逊保持一致，而不是试图与它们竞争，"Luria写道。 责任编辑：张俊 SF065 D.A.Davidson分析师Gil Luria写道，自9月以来，OpenAI已经"纠正了几项失误"，公司重新聚焦于 ChatGPT及其核心前沿模型。 "这包括走上了开启广告业务的路线，这对于增加货币化能力和减少现金消耗至关重要。管理层似乎也 意识到，他们需要与英伟达、微软和亚马逊保持一致，而不是试图与它们竞争，"Luria写道。 责任编辑：张俊 SF065 全方位服务型投资公司D.A． Davidso ...

D.A.戴维森：将甲骨文(ORCL.US)中性评级上调至买入。 ...

伯恩斯坦将甲骨文目标价从339美元下调至313美元。 来源：滚动播报 ...

Big Tech stocks were treading water in premarket trading on Monday, after a bruising week that saw more than $1 trillion wiped from their market caps.As of 6:12 a.m. ET, Oracle was up 1.5% and Microsoft had edged 0.8% higher. Meta was down 0.3% and Amazon was down 0.1%. Alphabet fell 0.6% and Nvidia was down around 1% after rebounding 7.9% on Friday.The market grew jittery last week after expenditure outlooks continued to shoot through the roof in Big Tech earnings last week, as companies doubled down on AI ...

伯恩斯坦：将甲骨文(ORCL.US)目标价从339美元下调至313美元。 ...

证券研究报告 行业研究 / 行业点评 2026 年 02 月 09 日 电力设备 一年内行业指数与沪深 300 指数对比走势： 资料来源：聚源数据，爱建证券研究所 相关研究 《数据中心供配电设备行业跟踪：甲骨文资本 开支环比高增，DRAM 价格小幅回落》 2026-02-03 《锂电行业跟踪：碳酸锂价格下跌，储能电芯 均价持续上涨》2026-02-03 《光储行业跟踪：电网侧独立新型储能容量电 价机制建立，光伏组件价格持续上涨》 2026-02-03 《电新行业 2025Q4 公募基金持仓分析》 2026-01-28 《数据中心供配电设备行业跟踪：韩国半导体 出口同比大幅增长，DRAM 价格持续上涨》 2026-01-27 朱攀 S0820525070001 021-32229888-25527 zhupan@ajzq.com 陆嘉怡 S0820124120008 021-32229888-25521 lujiayi@ajzq.com 行业及产业 海外主要云厂商资本开支持续增长， DRAM 价格小幅回落 ——数据中心供配电设备行业跟踪 强于大市 投资要点： 数据中心已成为电力设备行业核心增量应用场景，其发展趋 ...

此前，多家科技巨头发布最新财报，制定了雄心勃勃的AI投资计划。这些科技巨头都是英伟达的忠实 客户。 分析指出，股东们对资本支出增加的反应不一，Meta和谷歌因广告和其他业务出现积极改善而受到投 资者青睐，微软和亚马逊则因AI相关业务增长不够快而受到冷遇。 #黄仁勋力挺科技巨头天量资本开支#【#黄仁勋力挺科技巨头超6000亿美元资本开支#：需求旺盛，AI 投资创造更多收入】近日，英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基 础设施方面不断增长的资本支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。他还 认为，AI基础设施建设仍处于早期阶段，未来几年内需求将持续旺盛。 黄仁勋表示："只要人们继续为AI付费，AI公司能够从中获利，那它们就会不断地翻倍、翻倍、翻倍、 再翻倍。" 其中，亚马逊预计，今年的资本支出将猛增五成至2000亿美元；谷歌母公司Alphabet预计，2026年支出 将在1750亿美元至1850亿美元之间；Meta表示，其资本支出可能比去年翻一番，达到1150亿美元至 1350亿美元之间；微软上财季资本支出同比增长创纪录的66%，高达375亿美元。 《华尔街日报》 ...

Market Analysis by covering: Microsoft Corporation, Oracle Corporation, Alphabet Inc Class A, Amazon.com Inc. Read 's Market Analysis on Investing.com ...