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 ...

Group 1 - Oracle will provide up to 131,000 AMD MI355X chip clusters in its cloud services [1] - This move signifies Oracle's commitment to enhancing its cloud infrastructure [1] - The integration of AMD's technology is expected to improve performance and efficiency for Oracle's cloud offerings [1] Group 2 - The deployment of these chip clusters aligns with the growing demand for advanced computing capabilities in cloud services [1] - Oracle's partnership with AMD highlights the increasing collaboration between hardware and cloud service providers [1] - This initiative may position Oracle more competitively in the cloud market against other major players [1]

Core Insights - Oracle's shares surged 15% following strong earnings and a positive forecast, marking their best performance since 2021 [2] - The company reported a revenue increase of 11% year-over-year for the fiscal fourth quarter, reaching $15.9 billion, surpassing analyst expectations [2] - Analysts have raised price targets for Oracle's stock, indicating a renewed interest in the company's growth potential [3] Financial Performance - Oracle's adjusted earnings per share were $1.70, exceeding the average analyst estimate of $1.64 [2] - Remaining performance obligations (RPO) increased by 41% year-over-year to $138 billion, with expectations to more than double in the 2026 fiscal year [5] - Revenue projections for the new fiscal year are expected to exceed $67 billion, higher than the consensus estimate of $65.18 billion [5] Market Position and Growth - Oracle is making significant strides in the cloud infrastructure market, competing with major players like Amazon, Google, and Microsoft [4] - The company reported $3 billion in cloud revenue for the May quarter, with a faster growth rate compared to competitors [4] - The demand for Oracle's database in multi-cloud environments is rapidly increasing, driven by new AI capabilities [5] Future Outlook - Oracle's revenue for fiscal 2029 is projected to exceed the previously set target of $104 billion [6] - The company is optimistic about the potential gains from OpenAI's Stargate project, which aims for $500 billion in investments over four years [6] - Despite strong demand, Oracle faces challenges in meeting client needs due to capacity constraints [7]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Company Performance - Oracle Corp. shares increased by over 13% after reporting fourth-quarter revenue of $15.9 billion, surpassing analyst estimates of $15.58 billion, and adjusted earnings of $1.70 per share, exceeding estimates of $1.64 per share [2] Market Movements - TELUS International (Cda) Inc. shares surged 24% to $3.6650 following the announcement of its proposed acquisition of TELUS Digital to enhance AI and SaaS transformation [8] - New Era Helium, Inc. shares rose 68% to $0.8315 after announcing active discussions for its AI infrastructure buildout in Texas [8] - CureVac N.V. shares increased by 38% to $5.62 after BioNTech announced an all-stock acquisition of the company [8] - Intensity Therapeutics, Inc. shares fell 46% to $0.3262 after pricing a public offering of 6.675 million shares at $0.30 per share [8] - Helius Medical Technologies, Inc. shares dropped 39% to $0.6778 following the announcement of PoNSTEP study results [8] - Trident Digital Tech Holdings Ltd shares decreased by 38% to $0.2000 after announcing an initiative to raise up to $500 million for a corporate XRP treasury [8] Sector Performance - Information technology shares rose by 0.9% on Thursday, while industrials stocks fell by 0.5% [1]

Oracle (ORCL) reported solid fourth-quarter fiscal 2025 results on Wednesday after the bell, outpacing earnings and revenue estimates. It lifted its fiscal 2026 revenue growth forecast, citing robust demand for its cloud offerings from companies deploying artificial intelligence.Oracle shares popped up about 8% in after-market hours on elevated volumes. The smooth trading is likely to prevail in the ETFs with the highest allocation to this software giant. These include Pacer Data and Digital Revolution ETF ...

Core Insights - Oracle's stock increased over 7% in after-hours trading following the release of its fourth-quarter fiscal 2025 earnings, which surpassed both revenue and earnings expectations, leading to an upward revision of its annual revenue growth forecast due to strong demand for cloud services driven by artificial intelligence [1][11][20] Financial Performance - The company reported non-GAAP earnings of $1.70 per share, exceeding the Zacks Consensus Estimate by 3.66% and reflecting a 5% year-over-year increase [2] - Total revenues rose 11% year-over-year to $15.9 billion, driven by the Oracle Cloud Infrastructure (OCI) business, and surpassed the Zacks Consensus Estimate by 2.31% [3] - Cloud services and license support revenues increased 14% year-over-year to $11.7 billion, supported by OCI and strategic cloud applications [7] - Total cloud revenues reached $6.7 billion, up 27% year-over-year, with cloud infrastructure revenues surging 52% [8][11] Regional Performance - Revenues from the Americas grew 12.2% year-over-year to $10.03 billion, accounting for 63.1% of total revenues [4] - Europe/Middle East/Africa revenues increased 12.9% year-over-year to $3.99 billion, contributing 25.1% of total revenues [4] - Asia Pacific revenues rose 3.9% year-over-year to $1.87 billion [4] Cloud Business Growth - Oracle's cloud infrastructure business is rapidly expanding to meet the needs of AI startups and other cloud users, competing against larger rivals like Amazon, Google, and Microsoft [5] - The company's strategic back-office SaaS applications achieved annualized revenues of $9.3 billion, up 20% [12] - Cloud database services saw a 31% increase in revenues, with annualized revenues now at $2.6 billion [13] Operating Metrics - Non-GAAP operating income was $7.03 billion, reflecting a 5% year-over-year increase, while operating expenses rose 16% to $8.86 billion [15] - Remaining performance obligations (RPO) increased to $138 billion, up 41% year-over-year, with cloud RPO growing 56% [17] Guidance and Future Outlook - For fiscal 2026, Oracle expects total revenues to grow at least 16% year-over-year, with cloud revenues projected to increase over 40% [20] - Capital expenditures are anticipated to exceed $25 billion in fiscal 2026, up from $21.2 billion in fiscal 2025, to meet growing demand [21] - The company forecasts non-GAAP earnings per share for the first quarter of fiscal 2026 to be in the range of $1.44-$1.48, representing 4-6% growth [19]