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, ...

(Bloomberg) — The amount of debt tied to artificial intelligence has ballooned to $1.2 trillion, making it the largest segment in the investment-grade market, according to JPMorgan Chase & Co. (JPM). AI companies now make up 14% of the high-grade market from 11.5% in 2020, surpassing US banks, the largest sector on the JPMorgan US Liquid Index (JULI) index at 11.7%, JPMorgan analysts including Nathaniel Rosenbaum and Erica Spear wrote in a note Monday. Most Read from Bloomberg The analysts identified 75 ...

Expanded collaboration helps businesses streamline multi-cloud transformation — addressing the need for greater scalability, efficiency and cost-effectiveness , /PRNewswire/ -- EPAM Systems, Inc. (NYSE: EPAM), a leading digital transformation services and product engineering company, today announced it has expanded its collaboration with Oracle to help enterprises across industries — including healthcare, life sciences, financial services and insurance — to integrate Oracle Cloud Infrastructure (OCI) and AI ...

Oracle (NYSE:ORCL) and Druid Software have secured a contract with the NATO Cooperative Cyber Defence Centre of Excellence to provide secure and private 5G networks for war gaming and research initiatives. NATO said the technology is intended for cyber defense ...

来源：环球市场播报 在OpenAI不断扩张、带动科技股大涨之际，投资者情绪高涨。但越来越多华尔街专业人士担心，那些 在短短几分钟内就能令市值增加数百亿美元的剧烈拉升，正在释放出不健康的信号，让人想起互联网泡 沫时期。 AMD公司周一也经历了这样的"火箭式"上涨。这家芯片制造商与OpenAI达成交易后，股价飙升，盘中 高位时公司市值一度增加约1000亿美元；该协议可能为其带来数十亿美元的营收。此前，甲骨文公司上 月曾单日大涨36%，一日之间为这家软件公司的市值增加了2550亿美元，起因是其对云业务给出了尤为 强劲的指引，其中包括与OpenAI达成的一项为期五年、价值3000亿美元的协议。 如今一旦开始去泡沫，冲击可能更为剧烈，因为主要科技股合计约占标普500指数的约35%，而1999年 时不到15%。 "市场给这些交易的定价，仿佛只要和OpenAI有往来，就一定会成为赢家，"Jonestrading首席市场策略 师Michael O'Rourke说道。"OpenAI是一家负现金流公司，签这些协议对它而言没有损失。投资者应该 更有鉴别力。但现在的环境是'先买了再说'。" 对冲基金亿万富豪Paul Tudor Jo ...

Investment and Infrastructure - The Trump administration prioritizes infrastructure development to support the AI revolution, with significant investments expected from major tech companies [1] - Meta plans to invest $600 billion in AI infrastructure by 2028, while OpenAI and Oracle are set to invest $500 billion in a project called Stargate [1] - Amazon anticipates spending over $30 billion on capital expenditures in the next two quarters [1] Economic Impact and Concerns - The business case for AI remains untested, raising concerns about whether revenue from AI products will justify the increasing expenditures [2] - The current spending on AI infrastructure and software has contributed more to GDP growth than consumer spending [8] - There are fears of a potential bubble in the tech sector, with the Nasdaq up 19% this year despite concerns [7] Data Center Growth - An investigation revealed that there are 1,240 data centers in the US, marking a nearly fourfold increase since 2010 [3] - Major energy users like Amazon, Meta, Microsoft, and Google are projected to spend an estimated $320 billion on capital expenditures this year, primarily for AI infrastructure [4] Future Projections and Challenges - Bain estimates that by 2030, annual capital expenditures will reach $500 billion, requiring companies to generate $2 trillion in annual revenue to justify the spending [23] - OpenAI's CFO stated the company expects to triple its revenue to about $13 billion this year, while agreeing to pay Oracle $60 billion annually for data center capacity [24] Financing and Investment Strategies - Companies are increasingly turning to non-traditional financing methods to fund their data center expansions, with Meta raising $29 billion from various investment firms [33] - The structured-credit market is being utilized to finance the data center boom, with developers packaging rental income into bonds for further investment [35] Industry Comparisons and Historical Context - The current AI infrastructure boom is being compared to historical projects like the Apollo space program and the railroad system, highlighting its scale and ambition [9][10] - Past overinvestments in industries like railroads led to significant financial crises, raising concerns about the sustainability of current AI investments [15][30]

NATO Cooperative Cyber Defence Centre of Excellence selects Oracle and Druid Software solutions to build and secure private 5G networks for research and war-gaming , /PRNewswire/ -- The NATO Cooperative Cyber Defence Centre of Excellence (CCDCOE) has chosen Oracle and Oracle partner Druid Software to design, deploy, and secure private 5G networks for NATO research, war gaming, and development initiatives. The technologies will be pivotal in helping enable high- performance connectivity for cyber defence e ...

Group 1 - The report highlights that the computer industry is expected to outperform the market, driven by advancements in AI and cloud computing technologies [5] - Alibaba Cloud's recent conference showcased its comprehensive AI capabilities, with significant investments planned for cloud and AI infrastructure, amounting to over 380 billion yuan in the next three years [12][21] - Major global cloud providers are increasing their capital expenditures significantly, with Oracle reporting a 359% year-on-year increase in remaining performance obligations (RPO) to $455 billion [2][53] Group 2 - The report discusses the rapid growth of ASIC chips, which are becoming essential for AI applications due to their cost-effectiveness and performance advantages over traditional GPUs [28][31] - Google is leading the ASIC market with its TPU chips, which have seen substantial improvements in performance and efficiency, with the latest generation expected to launch in 2026 [46][48] - The global AI chip market is projected to exceed $400 billion, with ASIC chips expected to grow at a CAGR of 33.5% from 2024 to 2030 [37][40] Group 3 - OpenAI's release of the Sora 2 model marks a significant advancement in video generation capabilities, comparable to the impact of GPT-3.5 in the text generation space [70] - The report emphasizes the importance of AI applications and computing power investments, suggesting a focus on companies like Haiguang Information, Broadcom, Oracle, and Newland [3][4]

Market Overview - The third quarter was strong for the stock market, driven by AI enthusiasm, particularly in the information technology sector [3][4] - The ClearBridge Dividend Strategy profited from AI exposure but lagged the S&P 500 due to a disciplined risk management approach and underweighting in the IT sector [3][10] Market Concentration - The IT sector represents over 30% of the total market, with the top 10 companies accounting for more than 40%, both at all-time highs [4][9] Investment Strategy - The company maintains a traditional approach to diversification and risk management, benefiting from technology investments while reducing potential losses from AI market fluctuations [10] - The strategy focuses on dividend-paying stocks without rigid yield thresholds, allowing for flexibility in capital allocation [14][15] Performance Highlights - Positive contributions came from positions in Broadcom and Oracle, both of which are significant players in AI [16] - Defense holdings like Northrop Grumman and RTX performed well amid geopolitical tensions, while consumer staples lagged in a risk-on market [17] New Positions - New investments were initiated in Marsh & McLennan and Old Dominion Freight Line, with the former seen as undervalued and the latter recognized for its strong financials [18][19] Earnings and Valuation - Earnings are currently impacted by a weak volume environment, presenting attractive entry points for investment [19] - The outlook for the economy is mixed, with high valuations restraining capital appreciation potential [21] Dividend Growth - Dividend growers are viewed as ideal investments, providing income and preserving purchasing power in inflationary environments [25][24] Portfolio Performance - The ClearBridge Dividend Strategy underperformed the S&P 500 during the third quarter, with sector allocation being a primary driver of this underperformance [26][27] - Positive contributions came from Oracle, Sempra, and TE Connectivity, while Nvidia and Apple detracted from relative returns [28]