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]

Core Viewpoint - Wall Street experienced a decline in major indices and specific stocks, particularly Oracle, following a report that negatively impacted investor sentiment regarding AI-related companies [1] Group 1: Market Performance - The Nasdaq Composite index decreased by 1% [1] - The S&P 500 index fell by 0.6% [1] - The Dow Jones Industrial Average dropped by 160 points, equivalent to a 0.3% decline [1] - The iShares Semiconductor ETF saw a decline of 2.2% [1] Group 2: Company-Specific Impact - Oracle's stock price decreased by 6% in response to the report [1]

（文章来源：每日经济新闻） 每经AI快讯，10月7日，甲骨文公司股价跌幅高达7.1%，为自9月11日以来的最大跌幅。 ...

甲骨文(ORCL.US)直线跳水跌超6%，The infoamation报道称该公司上季度因租赁Blackwell芯片损失近1亿美元。 ...

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。 风险提示及免责条款 据The Information报道，甲骨文6-8月在服务器租赁方面产生9亿美元收入，总体利润1.25亿美元。甲骨 文在英伟达Blackwell租赁方面亏损大约1亿美元。 甲骨文下跌7.1%，刷新日低，创9月11日以来最差盘 中表现。 ...

来源：滚动播报 甲骨文在最近一个季度因出租Blackwell芯片亏损近1亿美元。 ...

Provides comprehensive, AI-powered solutions to help states deliver sustainable, high-quality healthcare in rural communities Offers recommendations to states seeking to maximize the impact of the Rural Health Transformation Program , /PRNewswire/ --Â During the Rural Transformation Planning Summit, Oracle reaffirmed its commitment to improving rural health and provided detailed recommendations to help states maximize the opportunity of the Centers for Medicare & Medicaid Services' Rural Health Transformati ...

Key Points Oracle disclosed a 359% gain in its long-term performance obligations for its cloud unit. Subsequent reports revealed much of the gain came from OpenAI. Then a subsequent Nvidia agreement with OpenAI provided some security behind Oracle's contract. 10 stocks we like better than Oracle › Shares of database and cloud giant Oracle (NYSE: ORCL) rallied 24.4% in September, according to data from S&P Global Market Intelligence. Oracle named two new co-CEOs to succeed current CEO Safra Katz, ...