大宗商品表现不一。周一创十四年新高的白银回落。周二美股早盘，现货白银日内跌幅达2.0%，报47.5 美元/盎司。而黄金继续上涨。美股早盘，纽约期金曾涨至4014.6美元，日内涨近1%，现货黄金涨至 3991.08美元，日内涨近0.8%，均连续第二日创盘中最高纪录。 加密货币普跌。周二美股午盘之初，比特币曾跌破12.1万美元，较周一涨破12.6万美元所创的盘中最高 纪录回落超5000美元、跌超4%。 芯片股承压下行，集体高开的三大美股指盘中齐跌，甲骨文被爆因租用英伟达芯片面临财务压力，加剧 大盘下行压力。 美股早盘，甲骨文消息传出后，公司股价一度跌超7%。此前已转跌的费城半导体指数跌幅扩大至2%以 上，早盘曾涨近1.9%的英伟达在早盘尾声时小幅转跌。三大美股指刷新日低，标普势将终结七连涨， 纳指均将跌落周一刷新的收盘最高纪录，道指将连跌两日。 其他芯片股中，希捷科技一度跌8%，MKSI跌超7%，纳微半导体跌超4%，美光科技跌近4%，应用材料 跌超3%，恩智浦跌近3%，安森美、博通、台积电美股跌超2%，而周一公布达成向OpenAI供应6GW芯 片协议后大涨的AMD保住涨势，盘中涨超4%。 美股盘前宣布大幅上调未来 ...

Key Takeaways Oracle stock surged 75% YTD on AI agent rollout and cloud infrastructure momentum.ORCL's remaining performance obligations jumped 359% to $455 billion from mega-deals.Premium P/E of 43.09x versus industry's 37.9x suggests waiting for better entry point.Oracle (ORCL) has positioned itself at the forefront of enterprise artificial intelligence (AI) with its ambitious rollout of AI agents across cloud applications. Following impressive first-quarter fiscal 2026 results that showcased explosive gr ...

US stocks slipped from their latest record-setting run on Tuesday, as Wall Street weighed worries over the government shutdown against hopes for artificial intelligence. The Dow Jones Industrial Average (^DJI) fell 0.2%. The S&P 500 (^GSPC) dropped around 0.4%, while the tech-heavy Nasdaq Composite (^IXIC) decreased roughly 0.7% after fresh record high closes on Wall Street. Gold (GC=F) futures topped $4,000 per ounce for the first time ever, as investors continue to flock to the safe-haven asset. The ...

US stocks slipped from their latest record-setting run on Tuesday, as Wall Street weighed worries over the government shutdown against hopes for AI. The Dow Jones Industrial Average (^DJI) fell 0.3%. The S&P 500 (^GSPC) also dropped 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) decreased 0.5% after fresh record high closes on Wall Street. Gold (GC=F) futures topped $4,000 per ounce for the first time ever, as investors continue to flock to the safe-haven asset. The S&P and Nasdaq both scored thei ...

智通财经APP获悉，周二，甲骨文(ORCL.US)股价走低，截至发稿，该股跌超5%，报275.77美元。消息 面上，有报道指出，甲骨文上季度因租赁Blackwell芯片损失近1亿美元；甲骨文过去一年从英伟达 (NVDA.US)芯片服务器租赁业务中获得的毛利率平均约为16%。 ...

Core Viewpoint - Oracle's stock price declined over 5% to $275.77 following reports of significant losses related to leasing Blackwell chips, amounting to nearly $100 million in the last quarter [1] Financial Performance - Oracle's gross margin from NVIDIA chip server leasing business averaged approximately 16% over the past year [1]

Oracle has hit a bit of an air pocket. Let's get to our Christina parts and Neilos. Hey Christina.Hi. What we're seeing is actually Oracle shares dropping roughly 5% after internal documents revealed the company's AI cloud business is running thinner than expected profit margins. And this is according to the information.It just came out right now. Their reporting claims Oracle is losing considerable sums of money on the rental. And so they rent uh servers and chips.And so on the rental of both new and older ...

Oracle has hit a bit of an air pocket. Let's get to our Christina parts and Neilos. Hey Christina.>> Hi. What we're seeing is actually Oracle shares dropping roughly 5% after internal documents revealed the company's AI cloud business is running thinner than expected profit margins. And this is according to the information.It just came out right now. Their reporting claims Oracle is losing considerable sums of money on the rental. And so they rent uh servers and chips.And so on the rental of both new and ol ...

Oracle Corp. shares tumbled after a report that the software maker’s profit margin in its cloud computing business is lower than many on Wall Street have been estimating. While Oracle generated roughly $900 million in revenue from the rental of servers powered by Nvidia Corp. chips during the three months ended in August, the company only managed about $125 million in gross profit, the Information reported, citing internal corporate documents. Oracle shares fell as much as 7.1% on Tuesday before paring mu ...

Core Insights - The Stargate AI data center project is a collaboration between OpenAI, Oracle, and SoftBank, with support from President Donald Trump, aimed at building AI infrastructure in the US [1] - Oracle's stock fell by 5% following concerns about its plans to purchase billions of Nvidia chips for cloud services [1] - Oracle's gross margins in its Nvidia cloud business were reported at 14% on $900 million in sales, significantly lower than its overall gross margin of around 70% [2] - The high costs of Nvidia chips and aggressive pricing for AI chip rentals may pose profitability challenges for Oracle as it transitions into a key player in the cloud and AI sectors [2] - Oracle reported a 359% increase in its backlog of cloud contracts year-over-year, forecasting $144 billion in cloud infrastructure revenue by 2030, up from over $10 billion in 2025 [3] - A significant portion of the projected revenue is attributed to Oracle's involvement in the Stargate project, which includes the establishment of five large data centers equipped with Nvidia AI chips [3]