on 09-Oct-2025 Global Software Oracle Corp Rating Outperform Price Target ORCL 364.00 USD 9 October 2025 Mark L. Moerdler, Ph.D. +1 917 344 8506 mark.moerdler@bernsteinsg.com Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Shelly Tang, CFA +1 917 344 8342 shelly.tang@bernsteinsg.com Oracle: Placing in perspective recent news articles and what to expect from the Financial Analyst Day The Oracle story has changed significantly over the last year as the company announced last October long term ...

据外媒预估，OpenAI今年的合作交易总价值规模约万亿美元。9月中旬，OpenAI与甲骨文（Oracle）签署了约3000亿美元的合同，一周后英伟达宣布注资千 亿美元帮助OpenAI部署AI数据中心。刚刚过去这一周，OpenAI先是和三星电子、SK 海力士达成合作，随后又与AMD宣布达成价值数百亿美元的合作协 议。 预支未来的万亿赌局。 近一个月以来OpenAI的动作令人眼花缭乱，尤其在AI基础设施领域的巨额合作为业界所瞩目。通过预支未来，OpenAI用数千亿美元的交易将甲骨文、英伟 达、AMD等巨头紧紧绑在一起，形成AI"闭环经济"，这样的闭环让市场开始担忧AI领域的真实风险与回报。 就在这一节点，OpenAI CEO萨姆·奥尔特曼（Sam Altman）在与科技自媒体Stratechery的万字访谈中回应提到，基础设施领域的巨额投资是公司层面的一次 战略豪赌，机会一生一次。他同时强调，AI市场不会形成"赢家通吃"的局面，OpenAI面临众多实力强劲的竞争对手。 这一乐观设想有不少质疑的声音。摩根士丹利在一份最新报告中指出，"这些长期、巨额的资本支出承诺，完全押注于AI需求的持续性，一旦需求放缓，将 面临巨 ...

贝森特宣布美国财政部干预阿根廷外汇市场 | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 46358.42 | -243.36 | -0.52% | | | 纳斯达克 | 23024.63 | -18.75 | -0.08% | | | 标普500 | 6735.11 | -18.61 | -0.28% | | | 欧洲斯托克50 | 5625.56 | -24.17 | -0.43% | | | 英国富时100 | 9509.400 | -39.47 | -0.41% | | | 法国CAC40 | 8041,36. gogudat8.Jam | | -0.23% | | | 德国DAX | 24611.25 | 14.12 | 0.06% | | | 俄罗斯RTS 上证指数 | 1020.93 3933.97 | 31.02 61.19 | 3.13% 1.32% | | | 深证成指 创业板指 | 13725.56 3261.82 | 199.05 23.66 | 1.47% 0.73% | | | ...

导读：智通财经10月10日投资避雷针，近日，A股及海外市场潜在风险事件如下。国内经济信息方面包括：1）中芯国际、佰维存储两融折算率均调为零； 2）工信部等三部门调整2026—2027年减免车辆购置税新能源汽车产品技术要求；公司方面重点关注包括：1）东方财富本次询价转让初步定价为24.40元/ 股，较昨日收盘价折价8.8%；2）新易盛本次询价转让初步定价为328元/股，较昨日收盘价折价6.6%；海外市场重点关注包括：1）美股三大指数集体收跌， 热门科技股普涨跌不一；2）COMEX黄金期货收跌1.95%，COMEX白银期货收跌2.73%。 经济信息 2、新易盛：本次询价转让初步定价为328元/股，较昨日收盘价折价6.6%。 3、侨银股份：大股东郭倍华及泽源私募拟减持不超过总股本6%。 4、宝地矿业：六家特定股东拟合计减持不超5.45%公司股份。 5、麒盛科技：控股股东、实际控制人及高管拟合计减持不超过3.09%公司股份。 6、ST长园：格力金投计划减持不超过3%股份。 7、宏力达：董事、高级管理人员冷春田、赖安定计划合计减持不超1.39%股份。 8、科恒股份：股东万国江计划减持不超公司总股本的1%。 9、润泽科技 ...

来源：市场资讯 （来源：美股情报站） 10月9日，甲骨文（ORCL）股价上涨2.89%，这已经是连续第二天上涨，近两天累计涨幅达到4.48%。 这种上涨趋势让投资者兴趣大增，尤其是在全球市场动荡不定的背景下，甲骨文的表现显得尤其引人注 目。 近期，甲骨文与软银在日本市场展开了一项重大的合作，目标是为日本国内的大型机构提供安全而灵活 的主权云计算服务。这项合作不仅涉及到云端AI的训练和推理算力服务，还包括推出由甲骨文Oracle Alloy技术支持的Cloud PF Type A平台。此类合作的推进，不仅为日本市场带来了技术支持，同时也巩 固了软银和甲骨文在AI领域的战略地位。 借助Oracle Alloy技术，软银的客户将能够访问超过200项基于甲骨文云计算基础设施的服务，包括AI算 力服务。这种合作模式的创新，使得软银可以更好地服务其庞大的客户群体，满足日益增长的数据主权 需求。通过这样的技术整合，软银在全球AI市场中的地位也进一步得到巩固。 此次合作不仅是甲骨文和软银在AI算力市场的一次新尝试，同时也与双方此前在美国推进的"星际之 门"项目形成了战略协同。该项目的目标是在全球范围内构建强大的AI算力基础设 ...

Group 1 - Baird initiated coverage on Oracle Corporation (NYSE: ORCL) with an Outperform rating and a price target of $365.00, leading to a more than 2% increase in shares intra-day on Thursday [1] - Oracle is positioned at the forefront of a significant technological shift in computing history, specifically in artificial intelligence, supported by its unique ecosystem of infrastructure, databases, networking, and enterprise applications [2] - The integrated technology stack of Oracle creates a "virtuous cycle" across its cloud and AI operations, allowing the company to capitalize on the growing demand for scalable computing power [3] Group 2 - Oracle is scheduled to host its Financial Analyst Meeting alongside Oracle AI World next week, where executives are expected to discuss strategy and growth opportunities related to AI infrastructure [3]

Vancouver, British Columbia--(Newsfile Corp. - October 9, 2025) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") announces that to due to ongoing high demand, it has further upsized the non-brokered private placement financing (the "Offering") from 7,500,000 units (the "Units") at a price of $0.035 per Unit to 8,000,000 Units, raising the potential gross proceeds to $280,000. The Offering was first announced on September 24, 2025 and subsequently upsized on September ...

Let's do final trades. Farmer Gym, >> yep, >> is up first. >> Oracle is up about 10% from the Bud Fox moment two days ago.It's got more to go. >> The abyss. The abyss.>> Yeah. >> Thank you. >> Wall Street.>> Bill Baroo, what do you got. >> U long dollar. It's closed above its 21week moving average for the first time since February.Got to watch the dollar. >> You think he was referencing the abyss that he didn't know that Bud Fox was Wall Street. It's the line from Wall Street, man looks into the abyss, righ ...

Summary of the Conference Call Industry Overview - The discussion primarily revolves around the **AI industry** and its implications for the **U.S. economy** and **technology sector**. The focus is on the investment landscape, particularly in relation to AI and its value chain. Key Points and Arguments U.S. Economy and Federal Reserve - The U.S. economy is described as **resilient**, supported by high-end consumer spending and strong nonresidential fixed investment [6][12][13] - There is a **bifurcation** in consumer-focused tech companies, with management teams reporting decent consumer health, while enterprise tech shows **tepid growth** in IT budgets due to rapid changes in technology [7][9] - The Federal Reserve is facing trade-offs regarding interest rate cuts amidst rising inflationary pressures and resilient growth [11][14] AI Investment Landscape - There is significant **enthusiasm** for AI-related investments, leading to a **dichotomy** between perceived AI winners and losers across sectors [17][21] - The **tech momentum factor** has reached levels not seen since 2002, indicating a potential risk in the market [18] - The **AI value chain** is broken down into four categories: application providers, AI models, data center operators, and semiconductor capital equipment suppliers [22][21] Data Center Infrastructure - The largest spenders in data centers are **hyperscale cloud service providers** (Amazon, Google, Microsoft), expected to spend around **$350 billion** in CapEx this year [39] - The **Neo Clouds** are emerging as a new category, reselling access to GPUs, but are heavily reliant on debt financing [40][44] - The **data center spending** is transitioning from cash flow funded to more debt-fueled investments, raising concerns about sustainability [41][42] AI Model Providers - The main players in AI model development include **OpenAI, Google, Meta, Anthropic**, and **XAI** [48] - These companies are projected to spend around **$150 billion** on training AI models next year, primarily funded through existing profitable businesses or ongoing debt issuance [50][51] Application Layer - The application layer is dominated by AI chatbots like **ChatGPT**, which has scaled to **800 million users** and a revenue run rate exceeding **$10 billion** [60][61] - Revenue generation is currently driven by paid subscriptions, with expectations for future monetization through advertising [61][62] - There is a significant mismatch between the scale of investment in infrastructure and the current revenue generated from AI applications, estimated at **$15-20 billion** [63][64] Investment Opportunities and Risks - The investment strategy focuses on **semiconductors** and **hyperscalers**, with caution advised regarding **Neo Cloud providers** due to high customer concentration and cash burn [46][47] - Concerns about overinvestment and potential market corrections are highlighted, with a warning that many companies may not achieve sustainable profits [71][72] - The discussion suggests that AI may be more of a **sustaining innovation** rather than a disruptive one, indicating potential opportunities in traditional sectors like **enterprise software** and **IT services** [69][70] Global Perspective - China's AI ecosystem is rapidly developing, with companies like **Tencent, Baidu, and Alibaba** benefiting from AI advancements, despite challenges in accessing cutting-edge technology [77][78] Other Important Insights - The call emphasizes the need for a cautious approach to investing in AI, recognizing the potential for both significant opportunities and risks in the current market environment [74][75]

A major hacking campaign has hit Oracle Corporation's E-Business Suite, one of the company's most widely used products. The breach, uncovered on Thursday, takes advantage of a serious security flaw th... ...