来源：中国经营报 近日，据多家外媒报道，投资银行TD Cowen消息指出，因甲骨文公司的人工智能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。 TD Cowen研究报告显示，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。 TD Cowen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。 2025年9月，甲骨文发行了180亿美元的债券，但据估计，甲骨文每年需要借款250亿美元来为其扩张提 供资金。而随着市场怀疑情绪的加深，甲骨文的筹资难度不断 ...

TD Cowen警告，今年股权和债务投资者都对甲骨文公司是否有能力为这项扩建项目提供资金提出了质疑，甲骨文公司信用违约互换(CDS)利差扩大以及 甲骨文公司股票和债券价格承压就证明了这一点。 去年9月，甲骨文发行了180亿美元的债券，但据估计，甲骨文每年需要借款250亿美元来为其扩张提供资金。而随着市场怀疑情绪的加深，甲骨文的筹资 难度不断升高。去年最后几个月，甲骨文的五年CDS价格翻了三倍，凸显出市场的高度警惕。 据第一财经去年12月报道，知情人士透露，甲骨文公司已将其为OpenAI准备的一些数据中心的完工日期从2027年推迟至2028年。消息人士称，这些延误 主要是由于人力和材料短缺所致。自从签署以来，甲骨文一直在努力完成一项价值3000亿美元的合同，以提供训练和运行OpenAI模型所需的计算能力。 尽管面临延误，但美国项目的时间安排仍然雄心勃勃，预计这些数据中心的规模在全球也是首屈一指。 1月31日消息，据媒体援引多家外媒报道，道明证券旗下投资银行TD Cowen消息指出，因甲骨文公司的人工智能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。 TD Co ...

Core Viewpoint - Rosen Law Firm has initiated a class action lawsuit on behalf of purchasers of Oracle Corporation's senior notes, alleging that the Offering Documents contained misleading statements regarding Oracle's need for additional debt to build AI infrastructure, which affected the creditworthiness of the bonds [1][4]. Group 1: Lawsuit Details - The class action lawsuit claims that Oracle failed to disclose its requirement for significant additional debt at the time of the Offering, which ultimately led to damages for investors when the true situation was revealed [4]. - Investors who purchased Oracle senior notes may be eligible for compensation without incurring out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering hundreds of millions for investors [3]. - The firm has been recognized for its achievements, including being ranked No. 1 for securities class action settlements in 2017 and securing over $438 million for investors in 2019 [3].

Oracle Corp (NYSE:ORCL) is one of the stocks with huge growth potential, according to the media. On January 23, Morgan Stanley cut Oracle Corp (NYSE:ORCL)’s price target to $213 from $320 while reiterating an Equal-weight rating, warning that the company’s GPU-as-a-service expansion poses “little room for error” amid rising capital needs, funding pressures, and a weaker profit outlook. Analysts Reassess Oracle Corporation (ORCL)’s Long-Term Prospects Analyst Keith Weiss noted the initiative offers sizabl ...

Core Viewpoint - Oracle is positioned as a high-risk, high-potential-reward stock in the artificial intelligence sector, particularly following the announcement of a joint venture with TikTok for U.S. data security [1]. Group 1: Joint Venture Details - Oracle, along with Silver Lake and MGX, holds a 15% equity stake in the TikTok U.S. Data Security Joint Venture, with ByteDance retaining 19.9% [2]. - The joint venture is valued at approximately $14 billion, making Oracle's stake worth around $2.1 billion, which is relatively small compared to Oracle's market cap of about $500 billion [4]. Group 2: Financial Performance and Market Position - Oracle's stock has seen a decline of over 47% from its 52-week high, indicating that the TikTok deal alone may not be sufficient to reverse this trend [3]. - The company's financials are currently under pressure, with negative free cash flow and increasing debt, attributed to a significant data center buildout [9]. - Despite these challenges, Oracle's capital expenditures are expected to decline in the coming years, potentially leading to increased cash flow as new data centers begin generating revenue [10]. Group 3: AI Investments and Market Valuation - Oracle's investment strategy is heavily focused on artificial intelligence, particularly through its Oracle Cloud Infrastructure (OCI), which is seen as a critical component of its future growth [5]. - The stock is trading at 25 times analysts' earnings estimates for fiscal 2026 and 23.2 times for fiscal 2027, suggesting that many risks are already reflected in its share price [11]. - The company is viewed as a strong buy for risk-tolerant investors, although there is caution regarding potential project delays or financial strains [12].

New York, New York--(Newsfile Corp. - January 30, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers or acquirers of senior notes by Oracle Corporation (NYSE: ORCL) issued pursuant and/or traceable to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025 (together, the "Offering Documents"), of the New York State class action lawsuit filed on their behalf.SO WHAT: If you purchased or acquired Oracle senior notes you ...

Oracle (NASDAQ:ORCL) has already been punished harshly by the market, thanks to its heavy debt load and OpenAI exposure. ...

Oracle Corporation (NYSE:ORCL) is one of the most promising cloud stocks according to analysts. Morgan Stanley, in an update issued on January 23, lowered its target price on Oracle Corporation (NYSE: ORCL) from $320 to $213. The stock is currently trading about 19% below this level. The investment firm is confident that the company will succeed in its massive GPU-as-a-Service (GPUaaS) opportunity. However, the capital-intensive buildup required to successfully provide this service is likely to drive short ...

Core Insights - Oracle Corp (NYSE:ORCL) has experienced a significant price movement, breaking through its December low and reaching 2024 highs, while also failing at its one-year volume point of control (VPOC) [1] - The stock closed below the put support at the 180-strike, indicating a potential delta hedge meltdown, with lower strikes at 160 and 152.5 likely to act as magnets [1] Options Activity - ORCL has a front-month gamma-weighted Schaeffer's open interest ratio (SOIR) of 1.15, suggesting a moderate level of options activity [3] - The Schaeffer's Volatility Scorecard (SVS) for ORCL is 99 out of 100, indicating that the stock has frequently exceeded option traders' volatility expectations over the past year [3] - A recommended March put option has a leverage ratio of 4.9, which means it will double in value with a 17.5% drop in the underlying equity [3]

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，甲骨文国际公司取得一项名为"用于提供优化的绑定支持功能(BSF)分组数据 单元(PDU)会话绑定发现响应的方法、系统和计算机可读介质"的专利，授权公告号CN116569541B，申 请日期为2021年7月。 ...