2025年9月23日，OpenAI公司CEO山姆·奥特曼在德州阿比林市的"星际之门"AI数据中心接受媒体采访。图片来源： Kyle Grillot—Bloomberg/Getty Images 最近，甲骨文公司宣布将融资500亿美元用于AI基础设施建设。消息一出，甲骨文当日开盘走高。但是 在甲骨文提醒了投资者该基础设施的服务对象后，甲骨文股价在收盘时最终收跌。 上周日晚，甲骨文公司宣布，该公司计划2026年通过债权和股权融资500亿美元用于数据中心建设，其 目的在于为公司的云业务客户提升数据中心容量。周一开盘后，市场的反映还是比较积极的，甲骨文股 价在早盘交易中上涨约 2%。投资者显然将这一消息视为AI基础设施需求旺盛的证据。另外，甲骨文虽 然目前已有千亿美元的债务，但市场似乎也对它的化债方案展现了一定的信心。 就在甲骨文股价在168美元的价位小幅波动之际，甲骨文的社交媒体团队发布了一条声明。 黄仁勋还重申，英伟达"肯定会参与" OpenAI的新一轮融资，这或将成为英伟达"规模最大的一笔投 资"，但金额绝不会达到1000亿美元。上周，由于投资者对微软的AI投资感到不安，微软的股票价 值蒸发了3600亿美元。尽 ...

Core Viewpoint - Oracle Corporation is facing a lawsuit for alleged violations of securities laws, which may impact its financial standing and investor confidence [1] Group 1 - The lawsuit has been initiated by the DJS Law Group, indicating potential legal challenges for Oracle [1] - The allegations pertain to securities law violations, which could lead to significant financial repercussions for the company [1]

Core Viewpoint - Big Tech companies have experienced a significant decline in market capitalization, losing over $1 trillion due to concerns over AI spending and capital expenditures [1]. Group 1: Market Performance - Microsoft, Nvidia, Oracle, Meta, Amazon, and Alphabet all saw their shares decline in the week leading up to Thursday's market close, driven by fears surrounding AI spending [1]. - Amazon's shares fell by 7% in premarket trading on Friday, while Alphabet decreased by 0.7%, and Meta remained largely unchanged; Oracle, Nvidia, and Microsoft saw slight increases in the low single-digit percentages [2]. Group 2: Capital Expenditure Plans - Big Tech companies announced plans to invest $660 billion into AI this year, a figure that exceeds the GDP of several countries, including the United Arab Emirates, Singapore, and Israel [2]. Group 3: Industry Sentiment and Volatility - Companies developing hardware for AI are expected to face ongoing volatility as market sentiment shifts, with concerns about capital expenditures related to large language model (LLM) build-outs and the potential for over-expansion of capacity [3]. - Investment director Paul Markham highlighted that questions regarding the extent of capital expenditures and the eventual return on investment will persist in the industry [3].

AI时代，快人一步~ 以下文章来源于硬AI ，作者专注科技产研的 硬AI . 据华尔街此前文章，德银的研报揭示了一个更为残酷的事实：AI投资狂潮已进入"大清洗"阶 段，标普500指数的繁荣可能仅由谷歌一家公司苦苦支撑。这场科技股内部的剧烈洗牌，正在 重新定义AI时代的赢家与输家。 市场叙事逆转从追捧到质疑OpenAI依赖 投资者对OpenAI的担忧源于其财务可持续性。尽管OpenAI签订了一系列数十亿美元的大单， 但公司仍在亏损，这引发了市场对其履行承诺能力的质疑，并拖累了与其关系密切的科技巨 头。 Synovus Trust投资组合经理Dan Morgan指出： 来源 | 硬AI 华尔街对OpenAI的态度正在经历戏剧性逆转。曾经被市场追捧的OpenAI合作概念股如今遭遇 抛售，微软、Oracle等公司股价大幅下挫，而与OpenAI竞争的谷歌母公司Alphabet则凭借AI 业务的强劲财务回报成为最大赢家，股价自去年10月以来飙升约36%。 市场逻辑的转变在华尔街分析师口中体现得淋漓尽致。Freedom Capital Markets科技研究 主管Paul Meeks表示： "市场正在形成一种叙事，即更青睐 ...

根据美国证券交易委员会(SEC)披露，瑞银(UBS.US)递交了截至2025年12月31日的第四季度持仓报告(13F)。 | 2025-12-31 P | | | --- | --- | | 13F Activity | | | Market Value | $0.62t, Prior: $0.64t | | Inflows (Outflows) as % of | (-5.6516) de | | Total MV | | | New Purchases | 1347 stocks | | Added To | 4181 stocks | | Sold out of | 1188 stocks | | Reduced holdings in | 4520 stocks | | Top 10 Holdings % | 14.52% | | Turnover 9611 | 21.81% | | Turnover Alt %141 | 10.1% | | Time Held Top 20 | 22.7 quarters | | Time Held Top 10 | 22 quarters | | Time Hel ...

2月5日晚间，全球市场大溃败，美股三大指数大跌，道指跌约600点，纳指跌近2%。 科技股集体下跌。 | 了 筛选 | | 最新价 : | 涨跌幅 : □ | | --- | --- | --- | --- | | 高通 | N | 137.61 | -7.58% | | us QCOM | | | | | 甲骨文 | | 140.00 | -4.55% | | US ORCL | | | | | 谷歌-C | | 318.32 | -4.51% | | us GOOG | | | | | 亚马逊 | 1 | 222.79 | -4.38% | | US AMZN | | | | | 帯電时 | | 191.47 | -4.00% | | us CRM | | | | | 美国超威公司 | | 192.70 | -3.74% | | US AMD | | | | | 特斯拉 | | 391.17 | -3.66% | | US TSLA | | | | | 微软 | | 400.13 | -3.41% | | US MSFT | | | | | Applovin Corporation | | 375.85 | ...

SAN DIEGO, Feb. 5, 2026 /PRNewswire/ -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence ("AI") programs. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. What Now: You ...

智通财经APP获悉，据高盛承销部门称，甲骨文(ORCL.US)创纪录的最新债券交易缓解了债务市场的紧 张气氛，也为其他希望筹集数千亿美元用于数据中心基础设施建设的科技巨头提供了动力。 此前，为扩建项目融资所需的巨额资金——据估计高达5万亿美元——引发了近期对债务市场供应过剩 的担忧。甲骨文公司周一在优质债券市场筹集250亿美元债券，吸引了众多渴望收益的投资者，认购额 超过1290亿美元，创下此类发行的最高纪录，因此，这无疑是一个好兆头。高盛是参与此次交易的华尔 街银行之一。 高盛美洲投资级债券承销主管John Sales在接受采访时表示："大家都在谈论创纪录的供应量，但我认为 更有意思的是创纪录的需求。" 尽管在甲骨文发债之后，全球公开发行的银团债券规模以史上最快的速度突破1万亿美元，但投资者为 承担公司债券风险而要求的额外补偿已接近近30年来的最低水平。美国高等级公司债券上月发行量超过 2000亿美元，使今年1月成为有史以来发行量最高的五个月份之一。 在云计算巨头中信用评级最低的甲骨文公司，已成为人工智能投资的风向标。由于其债务近期的交易价 格更接近垃圾债券而非投资级债券，这家数据库巨头表示预计2026年不 ...

SAN DIEGO, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds investors that a class action was filed on behalf of all persons and/or entities who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) Senior Notes issued pursuant to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025. Oracle is an Austin, Texas-based company that sells database software, enterprise applications, and cloud infrastructure and hardware. For more informa ...

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces that a class action lawsuit has been filed on behalf of investors who purchased Oracle Corporation ("Oracle†or the "Company†) (NYSE: ORCL) securities between June 12, 2025 and December 16, 2025, inclusive (the "Class Period†). Oracle investors have until April 6, 2026 to file a lead plaintiff motion. IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ORACLE CORPORATION (ORCL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PART. ...