ALPHARETTA, Ga., June 4, 2025 /PRNewswire/ - Alithya, a trusted leader in delivering transformative technology solutions, celebrates the innovation achievements of two valued clients—Oklahoma State University Medical Center and McKesson—who have received prestigious Oracle 2025 Customer Excellence Awards for the groundbreaking use of Oracle Cloud Applications.These recognitions underscore the impact of close collaboration, forward-thinking strategies, and a shared commitment to innovation. Oracle honored bo ...

Group 1 - Oracle Corporation will release its fourth quarter and fiscal year 2025 results on June 11, 2025, after the market closes [1] - A conference call and live webcast will be held at 4:00 p.m. Central Time to discuss the financial results [1] - The live webcast will be accessible on the Oracle Investor Relations website [1] Group 2 - Oracle offers integrated suites of applications and secure, autonomous infrastructure in the Oracle Cloud [2] - For more information about Oracle, the company can be visited at www.oracle.com [2] Group 3 - Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation [3] - NetSuite is recognized as the first cloud company, marking the beginning of the new era of cloud computing [3]

美股上涨 6月3日晚间，美股开盘后的前30分钟内，三大指数一度震荡，随后集体上扬。截至发稿，道指涨150 点，纳指涨约0.8%，标普500指数涨约0.5%。 消息面上，美国职位空缺意外增加，缓解了人们对经济风险（源于特朗普总统的关税战）下股市涨势过 快的担忧。 美国劳工部周二公布的数据显示，美国4月职位空缺意外增加，增幅较为广泛，同时招聘活动有所回 升，表明尽管经济不确定性上升，对劳动力的需求依然保持强劲。 根据劳工统计局数据，4月可用职位数量从经修正的3月的720万个上升至739万个，超出经济学家预期的 710万个。 【导读】美股上扬，美联储官员预计今年降息一次 中国基金报记者 泰勒 大家好，今晚继续关注下海外市场的消息。 职位空缺的增加，加上持续的招聘和低失业率，支持了美联储关于劳动力市场"状况良好"的判断。然 而，失业者重新就业所需的时间在拉长，经济学家预计，随着特朗普的关税措施持续施压，未来几个月 劳动力市场将出现更明显的疲软。 到目前为止，这种疲软尚未体现在数据中，这也支持了美联储目前维持利率不变的政策立场。政策制定 者和经济预测人士将密切关注本周五即将发布的5月就业报告，以判断劳动力市场是否有放缓 ...

Core Insights - The Oracle Utilities Customer Platform has introduced AI-powered anomaly detection and in-memory processing capabilities, enhancing data processing speeds, reducing operational costs, and improving customer service for utility companies [1][2][3] Group 1: Enhancements and Benefits - New features in the Oracle Utilities Customer Platform simplify employee tasks and improve overall platform performance, which integrates metering, operations, billing, sales, account management, customer service, and engagement [1] - AI-enabled anomaly detection has led to a 63% reduction in false positive, high-usage Validation Editing and Estimation (VEE) exceptions, allowing for proactive issue management [7] - The platform enables approximately 70% faster meter data processing, enhancing operational efficiency [7] - Overall storage requirements have decreased by 37%, contributing to lower costs and simplified data management [7] Group 2: Industry Context - The rise of Advanced Metering Infrastructure (AMI) has resulted in a significant increase in utility data, creating challenges in data processing and management [2] - Utilities face growing complexity and costs, necessitating smarter technology to meet rising customer expectations for service reliability and transparency [2][3] - The integration of AI and a unified data framework in the Oracle Utilities Customer Platform allows utilities to leverage accurate metering data for better decision-making and improved customer interactions [2]

| Adobe | 1719 | 2.82% | 403.4 | | --- | --- | --- | --- | | 小米 וש | 1705 | 3.41% | 6.67 | | 德州仪器 | 1673 | - 0.8% | 184.21 | | S 索尼 | 1617 | 1.9% | 26.88 | | 高通 | 1000 | 1 0.98% | 146.63 | | Schneider Electric | 1416 | -0.75% | 251.06 | | Shopify | 1379 | -0.63% | 106.54 | | Spotify | 1377 | 1.03% | 672 | | PDD Holdi (Pindiod) | 1369 | -0.07% | 96.44 | | AppLovin | 1360 | 2.27% | 401.91 | | Arm Holdings 1335 | | 1 1.22% | 126.06 | | 22 自动数据处理 | 1322 | 0.08% | 325.8 | | MercadoLibre | 1314 | 1 1.18% | 2593.4 ...

Company Overview - Lyntia Networks is a leading neutral operator in the wholesale telecommunications market, with over 48,000 km of deployed fiber, providing various connectivity services including dark fiber, capacity, Internet, co-location, and cloud connection [6][7] - The company has expanded its fiber optic network to cover all of Spain and Portugal, with points of presence in France, Germany, and the United Kingdom, serving more than 3,200 cities and towns [2][7] Technology Implementation - Lyntia Networks is utilizing Oracle Communications cloud native solutions to transform its operational support systems (OSS), enabling faster service delivery through automated orchestration processes [1][2] - The implementation of Oracle Communications Order and Service Management (OSM) allows Lyntia Networks to launch and deliver new Ethernet Line (E-Line), multipoint, and other specialized services more quickly through a fully automated and scalable service orchestration solution [3][4] - Oracle Communications ASAP has been implemented to provide complementary service activation capabilities, further accelerating service delivery [4] Strategic Goals - The company aims to shorten time to revenue, rapidly expand its service portfolio and geographic reach, and improve key performance metrics by choosing an agile, scalable solution with proven experience in OSS automation [2] - Lyntia Networks is focused on enhancing its autonomous operations journey through the automation of key service delivery processes [2][5] Collaboration and Support - The collaboration between Oracle, Optare Solutions, and Lyntia Networks has been crucial in delivering immediate value from the implementation of Oracle's solutions [2][5] - Optare Solutions, with expertise in Oracle Communications solutions, played a significant role in expediting the implementation process, leveraging its understanding of telecom processes [5][9]

| | Block | 379 | -0.66% | 61.75 | | --- | --- | --- | --- | --- | | | The Trade Desk | 369 | 1 0.45% | 75.22 | | u | Amadeus IT Group | 364 | 1 0.88% | 83.45 | | | Advantest | 362 | -3.77% | 49.4 | | | 艺电 | 360 | 1 0.66% | 143.78 | | 业德诺 | 1001 | -0.82% | 213.98 | | --- | --- | --- | --- | | 1 美光科技 | 1055 | + -2.42% | 94.46 | | SK Hynix | 1036 | ↑ 1.22% | 150.1 | | 拉姆研究 | 1033 | + -4% | 80.79 | | 美团 奥团 | 1030 | + -4.13% | 16.87 | | Strategy (MicroStrategy) | 1024 | -0.42% | 369.06 | | × Keyence | 1004 | -2 ...

美巨头终于滚出中国！曾垄断市场长达30年，扬言"绝不培养中国员工" 成也平台败也平台，当初凭借自己技术封闭赚了不少钱，现在却成了口碑崩坏的导火索。 这家公司就是甲骨文，名字听着气派，其实做的事算不得体面。 1989年它进入中国，当时国内数据库技术还是空白状态，本土企业根本没法跟它竞争。 连阿里巴巴都得仰人鼻息，用他们的数据库产品。真是一家独大的架势，看上去不可一世。 但是这家公司的态度确实让人难以接受。既趾高气扬，又暗藏偏见。 他们的老板拉里·埃里森，经常在公开场合渲染"中国威胁论"，还说不想让中国培养出比美国多的工程师。 这话听着确实扎耳朵，但不得不承认，美国人的小算盘真的精明，也是一路打压咱们打到现在。 记得2008年，有件特别让人窝火的事。他们居然因为一些所谓的"惩罚理由"，让联通一次性交6000万罚款！ 如果不给就直接停止服务，这种霸王条款不知道当时有多少国产企业吃过亏，但没办法，那时候大家都离不开它们啊！ 后来我才知道，他们对国内所有服务公司收20%的服务费，一点商量余地都没有。 时间久了总有人受不了这种压榨，国产企业开始琢磨怎么脱离甲骨文的控制。 阿里巴巴是最早动手的一拨，每年投入十多亿研发自己的 ...

证券研究报告 | 2025年5月29日 主题投资月度观察(2025年第5期) 全球AI跃进与中国硬科技突围 策略研究 · 策略专题 证券分析师：王开 021-60933132 wangkai8@guosen.com.cn S0980521030001 证券分析师：陈凯畅 021-60375429 chengkaichang@guosen.com.cn S0980523090002 请务必阅读正文之后的免责声明及其项下所有内容 核心观点 请务必阅读正文之后的免责声明及其项下所有内容 ◼ 海外科技映射：（1）OpenAI 收购苹果前设计团队：将以65亿美元收购前苹果首席设计师乔尼·艾维创立的AI硬件公司io，2026 年推出非替代 手机的全新 AI 设备，减少屏幕依赖。（2）谷歌 AI 生态升级：谷歌在I/O大会上进一步扩展了其AI产品生态，发布 Gemini 2.5 Pro和 Flash 模型，Veo 3 视频生成、Imagen 4 图像模型。（3）微软地球系统 AI 模型 Aurora：微软推出的AI模型Aurora是一款突破性的地球系统AI预报 模型,计算速度较传统模型快 5000 倍，极端天气预测精度超 ...

Company Performance - Oracle's stock closed at $163.85, reflecting a +1.2% change from the previous day's closing price, outperforming the S&P 500's daily loss of 0.56% [1] - Over the past month, Oracle shares have increased by 15%, surpassing the Computer and Technology sector's gain of 11.21% and the S&P 500's gain of 7.37% [1] Upcoming Earnings - Oracle is expected to report an EPS of $1.64, which is a 0.61% increase from the prior-year quarter, with quarterly revenue projected at $15.54 billion, up 8.8% year-over-year [2] - For the entire fiscal year, earnings are projected at $6.03 per share and revenue at $57.04 billion, representing increases of +8.45% and +7.7% respectively from the previous year [2] Analyst Estimates - Recent modifications to analyst estimates for Oracle indicate changing near-term business trends, with positive revisions seen as a favorable sign for the company's outlook [3] - The Zacks Rank system, which incorporates estimate changes, provides a rating model that has historically outperformed, with 1 stocks averaging a +25% annual return since 1988 [4][5] Valuation Metrics - Oracle's current Forward P/E ratio is 26.83, which is lower than the industry average Forward P/E of 27.38, indicating a valuation discount [6] - The company has a PEG ratio of 2.78, compared to the average PEG ratio of 2.44 for the Computer - Software industry, suggesting a higher expected earnings growth rate relative to its peers [7] Industry Context - The Computer - Software industry, part of the broader Computer and Technology sector, holds a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [8]