每经AI快讯，2月2日，甲骨文股价盘前由跌转涨，此前一度下跌5%。 ...

Core Viewpoint - Shares have declined as investors are concerned that high commitments to AI spending may be creating a market bubble that is poised to burst [1] Group 1 - Some investors continue to harbor fears regarding the sustainability of high AI spending [1] - The current market sentiment reflects apprehension about potential overvaluation in the AI sector [1]

甲骨文宣布计划今年募资 450 亿至 500 亿美元用于扩建云基础设施，此举引发投资者对公司债务规模攀 升的担忧，其股价在周一盘前交易中下跌约 4%。 今年 1 月甲骨文刚遭遇债券持有人诉讼，且去年其信用违约互换成本大幅飙升，目前公司正面临市场的 高度关注。 去年 12 月，甲骨文的债务违约保险成本飙升至至少五年来的最高水平。 杰富瑞分析师认为，该融资计划为甲骨文的人工智能发展愿景 "赢得了时间"，但同时警告，这在短期 内可能会拖累公司利润率，且甲骨文的自由现金流预计要到 2029 财年才有望转正。 责任编辑：郭明煜 甲骨文宣布计划今年募资 450 亿至 500 亿美元用于扩建云基础设施，此举引发投资者对公司债务规模攀 升的担忧，其股价在周一盘前交易中下跌约 4%。 这家由亿万富翁拉里・埃里森担任董事长的软件企业表示，本次募资旨在扩充云服务产能，以满足超威 半导体、元宇宙平台公司、英伟达、OpenAI、抖音、xAI 等核心客户的合同需求。 这家由亿万富翁拉里・埃里森担任董事长的软件企业表示，本次募资旨在扩充云服务产能，以满足超威 半导体、元宇宙平台公司、英伟达、OpenAI、抖音、xAI 等核心客户的合同需求 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 2月2日消息，据外媒报道，因甲骨文公司的AI数据中心扩张融资困难，甲骨文正面临严峻的资金困 境，考虑采取大规模裁员及出售部分业务等措施来应对。 报告显示，甲骨文公司计划裁员2万至3万人，此举预计将释放80亿至100亿美元的现金流。不仅如此， 甲骨文还在考虑出售其于2022年以283亿美元收购的医疗保健软件部门Cerner。 分析机构指出，当前，多家美国银行已停止向甲骨文公司相关的数据中心项目提供贷款。该机构补充 称，亚洲的银行似乎对甲骨文较为乐观，但美国银行的态度让人怀疑甲骨文能否从其他大型银行处获得 支持。 报告指出："股权和债权投资者都对甲骨文公司是否有能力为该项目提供融资提出了质疑。"而融资挑战 的根源在于甲骨文公司庞大的基础设施建设承诺，据TD Cowen估计，其所需的资本支出高达1560亿美 元。在资金难以到位的情况下，甲骨文不得不通过裁员和出售业务来缓解资金压力。 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 2025年9月，甲骨文 ...

Economic Data - The U.S. producer price index (PPI) for final demand increased by +0.5% month-over-month (m/m) and +3.0% year-over-year (y/y) in December, surpassing expectations of +0.2% m/m and +2.7% y/y [1] - The core PPI, excluding food and energy, rose by +0.7% m/m and +3.3% y/y in December, also exceeding expectations of +0.2% m/m and +2.9% y/y [1] - The Chicago PMI for January rose to 54.0, significantly above the expected 43.5 [1] Stock Market Performance - Major equity averages on Wall Street ended lower, with chip stocks like KLA Corp. (KLAC) dropping over -15% and Advanced Micro Devices (AMD) falling more than -6% [2] - Mining stocks also declined sharply, with Coeur Mining (CDE) down over -16% and Hecla Mining (HL) sliding more than -14% [2] - PennyMac Financial Services (PFSI) plummeted over -33% after reporting disappointing Q4 results [2] - Conversely, Deckers Outdoor (DECK) surged more than +19% after better-than-expected FQ3 results and an increase in full-year guidance [2] Corporate Earnings and Economic Outlook - Investors are anticipating a new round of corporate earnings reports from major companies including Alphabet (GOOGL), Amazon.com (AMZN), and others, with S&P 500 companies expected to report an average +8.4% increase in Q4 earnings compared to the previous year [8][9] - The U.S. January Nonfarm Payrolls report is awaited for insights into the labor market and its implications for monetary policy, with revisions expected to show a significant markdown in hiring pace [10] - Several Federal Reserve officials are scheduled to speak this week, with discussions likely focusing on the current inflationary environment and interest rate policies [11] Global Market Trends - The Euro Stoxx 50 Index is down -0.07%, with mining stocks declining due to falling metal prices [14] - In Japan, the Nikkei 225 Index closed lower as risk sentiment soured, despite initial gains from a weaker yen and positive election polls [19] - China's Shanghai Composite Index experienced a significant drop, influenced by disappointing economic data and geopolitical concerns [16][17] Company-Specific Developments - Oracle (ORCL) announced plans to raise $45 billion to $50 billion for cloud infrastructure expansion, raising concerns about its debt burden [4][21] - Nvidia (NVDA) shares fell about -2% after CEO Jensen Huang clarified that the proposed $100 billion investment in OpenAI was not a commitment [4][22] - Palantir Technologies (PLTR) rose over +2% in pre-market trading following an upgrade from William Blair [22]

硬·AI 01 500亿美元融资计划细节 作者 | 董 静 编辑 | 硬 AI 甲骨文计划在2026年通过债券和股权融资筹集最多500亿美元，用于扩建云基础设施以满足大客户需求。 这一激进融资计划出台之际，这家老牌软件公司正面临市场对其债务负担和重资产转型策略的严重质疑。 2月2日，据彭博报道，甲骨文2月1日在声明中表示，筹集资金是为了"建设额外产能，以满足来自最大甲 骨文云基础设施客户的合同需求"，客户包括AMD、Meta、英伟达、OpenAI、TikTok和xAI等。 公司计划 通过股权相关工具和普通股发行筹集约一半资金，包括强制可转换优先证券和规模最高达200亿美元的市 场股权计划。 分析指出，这一融资计划凸显了甲骨文在AI云服务竞赛中的激进姿态，但也加剧了投资者对其财务可持续 性的担忧。据彭博数据， 甲骨文目前已背负约950亿美元未偿债务，是除金融板块外最大的企业债券发行 人之一。 甲骨文计划2026年通过债券和股权融资筹集最多500亿美元，用于扩建云基础设施以服务OpenAI、英伟达、Meta等大客 户。公司目前已背负950亿美元债务，是非金融板块最大企业债券发行人之一。此前，做空者Michael ...

By Rashika Singh Feb 2 (Reuters) - Oracle shares gained 2% on Monday after Wall Street analysts said the software company's $50 billion fundraising plan allays worries over its ability to finance a massive data-center expansion with OpenAI. Long a ​smaller player in the cloud market, Oracle has emerged as a major player in the business of renting ‌computing power over the past year, thanks to its $300 billion deal with OpenAI. But investors have grown worried about how it would fund the data-center ex ...

Core Viewpoint - Oracle plans to raise between $45 billion to $50 billion this year to expand its cloud infrastructure, which has raised investor concerns leading to a 4% drop in shares during premarket trading [1] Group 1 - Oracle's share price fell approximately 4% in premarket trading on Monday [1] - The company aims to raise significant capital to enhance its cloud infrastructure [1] - Investor concerns have been fueled by the scale of the planned capital raise [1]

Oracle Leads U.S. Tech Stocks Down PremarketCONCLUDED[S&P 500 Flirts With New Closing High]Last Updated:---11 hours ago# Oracle Leads U.S. Tech Stocks Down PremarketByJoseph Michael Stonor, Dow Jones NewswiresU.S. tech stocks slipped premarket, following Asian and European peers down. Oracle fell 3.4% after announcing plans to raise between $45 billion and $50 billion. The funds are necessary to satisfy contracted cloud demand from major customers including Nvidia, OpenAI, Advanced Micro Devices and Meta.Th ...

Funding Plans - Oracle plans to secure between $45 billion and $50 billion in funding during 2026 to expand its cloud infrastructure capacity to meet demand from clients like AMD, Nvidia, Meta, OpenAI, TikTok, and xAI [1] - The funding will be raised through a combination of equity and debt financing, with an approximate split of 50% for each approach [1] Equity Financing - For the equity portion, Oracle will utilize a mix of equity-linked and common equity issuances, including an initial offering of mandatory convertible preferred securities and an at-the-market equity program authorized for up to $20 billion [2] - Shares will be issued under this program in line with market prices and capital requirements [2] Debt Financing - Oracle expects to complete a single issuance of investment-grade senior unsecured bonds early in 2026, with no additional bond offerings planned for the year beyond this transaction [3] - Goldman Sachs & Co. will lead the senior unsecured bond offering, while Citigroup will manage the at-the-market equity issuance and the convertible preferred equity offering [3] Strategic Goals - The funding approach aims to preserve Oracle's investment-grade rating and maintain balance sheet strength while expanding cloud services [4] - Oracle anticipates 2026 to be a pivotal year for advancing AI in the US, focusing on building AI infrastructure to support medical research, scientific breakthroughs, and economic growth [4] AI Infrastructure Development - Oracle is developing AI data center campuses in collaboration with OpenAI in Texas and other sites in New Mexico, Wisconsin, and Michigan, with a commitment to benefit local communities [5] - The company plans to fund on-site power generation or grid upgrades and implement closed-loop cooling systems to limit water use [5] AI Supercomputer Collaboration - In October 2025, Oracle and Nvidia collaborated to build an AI supercomputer named Solstice at Argonne National Laboratory for the US Department of Energy, achieving a combined output of 2,200 exaflops of AI performance [6]