Group 1 - Oracle's cloud business revenue is expected to grow by 40% year-on-year in fiscal year 2026, not including potential contributions from the Stargate project [1] - The company's overall revenue for Q4 of fiscal year 2025 increased by 11% to $15.9 billion, surpassing Wall Street's average expectation of $15.6 billion [1] - Non-GAAP earnings per share for Q4 were $1.70, exceeding market estimates of $1.64 and the previous year's $1.63 [1] Group 2 - Total Remaining Performance Obligations (RPO) growth is expected to exceed 100% in fiscal year 2026, up from 41% in fiscal year 2025, driven by strong demand for AI and non-AI workloads [2] - Analysts from Jefferies raised their target price for Oracle from $200 to $220, maintaining a "Buy" rating [2] - Morgan Stanley maintains a target price of $175 with a "Market Perform" rating, indicating that if Oracle meets expectations, the current stock price is undervalued [2] Group 3 - Larry Ellison emphasized the importance of Oracle's database for AI training, stating that all data must be stored in a highly secure, scalable, and reliable manner [2] - The company aims to double its RPO without relying on the Stargate project, indicating confidence in its ongoing growth [2] - Analysts predict that Oracle's OCI growth will accelerate from 50% to over 70%, with overall cloud revenue growth increasing from 24% to over 40% [2]

Group 1: Economic Indicators - In May, the US PPI increased by 2.6% year-on-year, matching expectations, while the core PPI rose by 3%, slightly below expectations [1] - The US fiscal deficit for the current fiscal year has reached $1.36 trillion, a 14% increase year-on-year, with May's deficit at $316 billion [3] - The interest expenditure on debt has become a significant threat to US fiscal health, with May's interest payments reaching $92 billion [3] Group 2: Company Performance - Oracle expects its cloud infrastructure sales to grow over 70% in the 2026 fiscal year, driven by strong AI computing demand, with total revenue projected to reach at least $67 billion [5][6] - Chime Financial's IPO saw its stock rise by 37.44%, with a market valuation of $13.5 billion, despite a significant drop from its 2021 valuation of $25 billion [7][8] - Silver prices have recently stabilized above $35 per ounce, with analysts predicting potential challenges to the historical high of $50 per ounce by year-end [9]

Group 1: Communication ETF and Market Performance - The Communication ETF (515880) opened higher on June 12 and closed with a gain of 2.07% for the day [1] Group 2: Broadcom's Financial Performance and Market Outlook - Broadcom announced the shipment of its Tomahawk 6 switch chip, which is the world's first single-chip with a switching capacity of 102.4 terabits per second [2] - For FY2025 Q2, Broadcom reported revenue of $15.004 billion, a year-on-year increase of 20% and a quarter-on-quarter increase of 1% [2] - The gross margin for Broadcom was 79.4%, reflecting a year-on-year increase of 3.2 percentage points and a quarter-on-quarter increase of 0.3 percentage points [2] - Broadcom's guidance for Q3 revenue is approximately $15.8 billion, representing a year-on-year growth of 21% [2] Group 3: Oracle's Financial Results and Growth Projections - Oracle reported total revenue of $15.9 billion for Q4 of FY2025, marking an 11% year-on-year increase [3] - Cloud services revenue reached $6.7 billion, a 27% year-on-year increase, while cloud infrastructure revenue was $3 billion, showing a 52% year-on-year growth [3] - Oracle's CEO projected that cloud infrastructure revenue is expected to grow over 70% in FY2026, following a 50% growth rate in FY2025 [3] Group 4: PCB Industry and Communication Network Upgrades - The A-share PCB manufacturers have been experiencing capacity shortages, with high-end switches requiring PCBs with more than 20 layers, and some exceeding 30 layers [3] - The price of PCBs has significantly increased compared to previous automotive applications, which typically had 8-15 layers [3] - The upgrade of communication networks is expected to benefit various segments of the industry, including optical modules, PCBs, switch assembly, and switch chip design [3]

Market Overview - US stock market closed slightly higher with the Dow Jones up 0.24% at 42,967.62 points, S&P 500 up 0.38% at 6,045.26 points, and Nasdaq up 0.24% at 19,662.48 points [2] - Goldman Sachs' chief US equity strategist David Kostin predicts a potential short-term decline in US stocks due to economic headwinds, but expects a rebound by year-end, forecasting a 10% increase in the S&P 500 to reach 6,500 points [4] Economic Data - The US Producer Price Index (PPI) for May increased by 2.6% year-on-year, in line with expectations, while core PPI rose by 3%, slightly below the expected 3.1% [4] - The increase in PPI is attributed to limited rises in the costs of goods and services, with economists predicting heightened price pressures in the second half of the year as companies seek to protect profit margins [4] Boeing Incident - Boeing's stock fell nearly 5% following the first global incident involving a Boeing 787 aircraft, which crashed in India, resulting in at least 265 fatalities [5][6] - The crash has led to a decline in airline stocks, with American Airlines down over 1%, Delta Airlines down 0.62%, Southwest Airlines down over 2%, and United Airlines down over 1% [5][6] Oracle Performance - Oracle's stock rose over 13% after reporting fourth-quarter earnings that exceeded expectations, with adjusted earnings per share (EPS) of $1.70 against an expected $1.64, and revenue of $15.9 billion compared to the forecast of $15.59 billion [10] - The company anticipates significant growth in its cloud business, projecting a 40% increase overall and over 70% growth in cloud infrastructure by fiscal year 2026 [10] Trade Policy - The US Department of Commerce announced a 50% tariff on various steel household appliances, including dishwashers, washing machines, and refrigerators, effective June 23, which may lead to increased consumer prices [11]

【头条要闻】 重申中方政策立场，介绍稀土出口情况，商务部回应中美经贸磋商话题 "中国作为负责任的大国，充分考虑各国在民用领域的合理需求与关切，依法依规对稀土相关物项出口 许可申请进行审查，已依法批准一定数量的合规申请，并将持续加强合规申请的审批工作。"在6月12日 举行的商务部例行记者会上，多数问题集中在中美经贸关系上，稀土更是焦点话题。商务部发言人就外 界高度关注的稀土出口管制问题，进一步廓清了中国的政策立场，并介绍出口许可申请审批工作的进展 情况。 当地时间6月9日至10日，中美经贸官员在英国伦敦举行中美经贸磋商机制首次会议。商务部发言人何亚 东12日应询介绍称，双方就落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达 成原则一致，就解决双方彼此经贸关切取得新进展。下一步，双方将进一步发挥好中美经贸磋商机制作 用，继续保持沟通对话，不断增进共识、减少误解、加强合作，共同推动中美经贸关系行稳致远。 美国宣布23日起对钢制家电加征关税 洗衣机冰箱在列 央视记者当地时间6月12日获悉，美国商务部宣布将自6月23日起对多种钢制家用电器加征关税，包括洗 碗机、洗衣机和冰箱等"钢铁衍生产品"。 据悉 ...

Group 1 - Oracle's stock surged over 13%, reaching a record closing high, driven by strong performance outlook and robust demand for AI-related cloud services [1] - Boeing's stock fell nearly 5% following the crash of an Indian Airlines Boeing 787-8 Dreamliner shortly after takeoff, with 242 people on board [2] - The S&P 500 index reached a new closing high since late February, with eight out of eleven sectors rising, led by utilities and information technology [2] Group 2 - The U.S. Producer Price Index (PPI) for May rose by 0.1%, below the expected 0.2%, indicating a modest increase in wholesale profit margins [2] - Market expectations for continued inflation decline are rising, contributing to gains in interest rate-sensitive sectors and increasing the probability of a Federal Reserve rate cut [3] - Gold prices increased by over 1.7%, reaching a one-week high, while oil prices experienced a slight decline [3]

Industry News - The Ministry of Commerce has approved a certain number of compliant applications for rare earth-related export licenses, considering the reasonable needs and concerns of various countries in the private sector [6] - Ant International plans to apply for a stablecoin license in Hong Kong following the passage of the Stablecoin Bill, with the application to be submitted as soon as the relevant channels are opened [8] - The People's Bank of China and the State Administration of Foreign Exchange have issued measures to support the integration and development of cross-strait relations, proposing 12 policy measures to enhance financial support [8] - The Hong Kong Securities and Futures Commission is studying adjustments to the number of shares per transaction to improve the convenience of trading high-priced and fractional shares, thereby enhancing market liquidity [8] - The Guangxi Zhuang Autonomous Region has launched a special action plan to boost consumption, focusing on subsidies for the replacement of old vehicles and home appliances [8] - Urumqi plans to invest 44.815 billion yuan in 82 cultural tourism projects by 2025, with a focus on attracting high-end hotel clusters and creating comprehensive cultural tourism spaces [8] Company News - Xinhua Insurance plans to invest no more than 15 billion yuan to subscribe for private equity fund shares [11] - Vanke A announced the sale of 72.96 million A-shares from June 10 to June 12 to supplement the company's liquidity [12] - ST Gongzhi's stock will be delisted as per the Shenzhen Stock Exchange's decision [13] - ST Jinyi announced the removal of other risk warnings, with trading resuming on June 16 [14] - China Power Construction announced it won a 10.77 billion yuan EPC contract for an offshore wind power project [15] - Taiji Co., Ltd. announced that its controlling shareholder is planning a change in company control, leading to a stock suspension [17]

Oracle Corp ORCL stock gained on Thursday after the company reported better-than-expected fourth-quarter financial results and issued an upbeat outlook commentary on Wednesday.Oracle reported fourth-quarter revenue of $15.9 billion, up 11% compared to estimates of $15.58 billion, and adjusted earnings of $1.70 compared to estimates of $1.64. Oracle guided for total revenue of at least $67 billion in fiscal 2026.Also Read: AMD Powers Oracle Cloud With New Epyc Chips Promising Major Boost In PerformanceCloud ...

Core Insights - Oracle and AMD are collaborating to offer an AI supercomputer featuring AMD Instinct MI355X GPUs, enhancing AI training and inference capabilities for customers [1][2] - The new zettascale AI cluster will support up to 131,072 MI355X GPUs, providing over 2X better price-performance compared to previous generations [1][2] - The partnership aims to meet the growing demand for AI infrastructure, enabling customers to handle larger and more complex datasets effectively [2][3] Performance Enhancements - The AMD Instinct MI355X GPUs deliver nearly triple the compute power and a 50% increase in high-bandwidth memory compared to the previous generation [2] - Customers can expect up to 2.8X higher throughput for AI deployments, resulting in faster results and lower latency [4] - The new architecture supports 288 gigabytes of high-bandwidth memory 3 (HBM3) and up to eight terabytes per second of memory bandwidth, facilitating the execution of large models entirely in memory [4] Infrastructure and Design - The OCI Supercluster features a high-throughput, ultra-low latency RDMA cluster network architecture, optimized for demanding AI workloads [2] - A dense, liquid-cooled design allows for 125 kilowatts per rack, accommodating 64 GPUs per rack at 1,400 watts each, enhancing performance density [4] - The powerful head node, equipped with an AMD Turin high-frequency CPU, optimizes GPU performance through efficient job orchestration and data processing [4] Open-Source and Networking Innovations - The open-source stack, AMD ROCm, enables flexible architectures and easy migration of existing code, preventing vendor lock-in [4] - Oracle will be the first to deploy AMD Pollara AI NICs, providing advanced RoCE functionality for high-performance and low-latency networking [5]

The last time I wrote about Oracle Corporation (NYSE: NYSE: ORCL ), back in March 2025, I analyzed the company’s third quarter earnings report and investigated whether there had been any significant developments regarding theAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, title ...