(Corrects paragraph 7 to reflect that Oracle was sued in January, not earlier this month) Feb 1 (Reuters) - Oracle ​expects to raise $45 billion to $50 billion in 2026 to ‌build additional capacity for its cloud infrastructure, the software company said on Sunday. The ‌company, chaired by billionaire Larry Ellison, said it plans to achieve its funding objectives using a combination of debt and equity financing. "Oracle is raising money in order to build additional capacity to meet ⁠the contracted dema ...

甲骨文公司宣布，计划 2026 年通过发行债券和股票相结合的方式募资 450 亿至 500 亿美元，用于扩充 云基础设施的配套产能。该公司在一份声明中表示："甲骨文此次募资，旨在扩充产能，以满足甲骨文 云基础设施核心客户的合约需求，这些客户包括AMD、Meta，、英伟达、OpenAI、TikTok、xAI 等。"甲骨文计划通过发行股权关联证券、普通股（含强制可转换优先股），以及规模最高 200 亿美元 的随市股票发行计划来筹集一半的资金。甲骨文同时表示，计划 2026 年初通过一次性发行债券的方 式，筹集剩余的目标资金。 责任编辑：王永生 责任编辑：王永生 甲骨文公司宣布，计划 2026 年通过发行债券和股票相结合的方式募资 450 亿至 500 亿美元，用于扩充 云基础设施的配套产能。该公司在一份声明中表示："甲骨文此次募资，旨在扩充产能，以满足甲骨文 云基础设施核心客户的合约需求，这些客户包括AMD、Meta，、英伟达、OpenAI、TikTok、xAI 等。"甲骨文计划通过发行股权关联证券、普通股（含强制可转换优先股），以及规模最高 200 亿美元 的随市股票发行计划来筹集一半的资金。甲骨文同时表示，计 ...

Core Viewpoint - Oracle Corporation is planning to raise between $45 billion and $50 billion in gross cash proceeds during the 2026 calendar year to fund the expansion of its Oracle Cloud Infrastructure business, driven by demand from major customers like AMD, Meta, NVIDIA, OpenAI, TikTok, and xAI [1][2]. Funding Strategy - The company intends to achieve its funding objective through a balanced mix of debt and equity financing, aiming to maintain a solid investment-grade balance sheet [2]. - Approximately half of the funding will come from equity-linked and common equity issuances, including an initial issuance of mandatory convertible preferred securities and a newly authorized at-the-market equity program of up to $20 billion [3]. - On the debt side, Oracle plans a single issuance of investment-grade senior unsecured bonds early in 2026 to cover the remaining half of its funding needs, with no additional bond issuances expected for the year [4]. Commitment to Investors - This funding plan underscores Oracle's commitment to maintaining an investment-grade rating, prudent capital allocation, balance sheet strength, and transparency with investors as it continues to expand its cloud infrastructure business [5]. - The transactions have received approval from the Oracle Board of Directors, with Goldman Sachs & Co. LLC leading the bond offering and Citigroup managing the equity issuance [5].

来源：喜娜AI "变革派"沃什登场，引发对美联储角色全面重估 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 金银"大跳水"下的深圳水贝市场：有档口单日卖出超200万元金条，有商家称银条不敢收"怕砸在手里" 近期金银价格剧烈震荡，金价创下1983年以来最大单日跌幅，白银日内跌幅更一度高达36%。深圳水贝 市场呈现两极分化：部分投资者恐慌抛售，有档口单日回收超800克黄金；同时也有消费者逢低买入， 有商家金条售罄需紧急订货。相比之下，白银市场因波动剧烈陷入停滞，商家不敢回收，恐存货积压。 多家银行已发布风险提示，建议投资者理性应对，避免盲目追涨杀跌。 机构：房地产板块已具备吸引力 近期A股及港股房地产板块表现强势，多家券商机构在点评房企2025年业绩预告时指出，尽管行业利润 仍普遍承压，但市场已出现积极信号。机构认为，主要城市二手房挂牌量略有下行、政策面积极发声提 振信心、行业供给侧深度出清且估值处于历史低位等因素，共同构成了板块止跌回稳的基础。中信证券 与申万宏源等机构均表示，房地产最困难时期或将过去，板块已 ...

​Oracle Corporation (NYSE:ORCL) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 29, Oracle Corporation (NYSE:ORCL) launched its latest AI platform for life sciences companies. The platform helps companies to streamline drug development and research. ​Management noted that the platform tackles data fragmentation by integrating vast datasets and applying generative AI for faster insights. The tool targets pharmaceutical firms, medical device makers, researchers, and l ...

Investment Rating - The report suggests a positive outlook for the AI-driven sectors, particularly in servers and IDC, driven by domestic and international AI developments [4]. Core Insights - Major companies like Industrial Fulian, Meta, and Microsoft are showing strong growth in their earnings, driven by AI investments and demand for high-performance computing [1][53]. - The report highlights a significant increase in capital expenditures by tech giants, indicating a robust investment trend in AI infrastructure [1][61]. - The demand for optical modules and servers is expected to rise due to the ongoing expansion of AI capabilities and infrastructure [2][35]. Summary by Sections Industry Overview - The telecommunications sector is experiencing steady growth, with a reported revenue of 16,096 billion yuan, reflecting a 0.9% year-on-year increase [3][14]. - The optical module exports have seen a decline, with a 24% drop in November, attributed to domestic companies establishing overseas factories [3][35]. Company Performance - Industrial Fulian anticipates a net profit of 351-357 billion yuan for 2025, marking a 51%-54% increase year-on-year, driven by strong growth in cloud services and AI servers [1][53]. - Meta's revenue for Q4 reached $59.893 billion, a 24% increase year-on-year, supported by recovering advertising business and AI investments [1][53]. - NewEase is expected to achieve a net profit of 94-99 billion yuan in 2025, reflecting a growth of 231.24%-248.86% due to increasing demand for high-speed products [1][55]. Market Trends - The server index decreased by 5.70% this week but has increased by 1.20% for the month, indicating volatility in the market [2][6]. - The optical module index rose by 10.07% this week, reflecting strong demand for high-speed optical devices [2][6]. - The IDC index increased by 3.50% this week, with a notable 11.04% rise for the month, driven by advancements in AI models [2][9]. Future Projections - Companies are expected to continue investing heavily in AI infrastructure, with Alibaba planning to increase its investment in AI and cloud computing from 380 billion yuan to 480 billion yuan over the next three years [1][12]. - The report anticipates that the demand for AI-related services and products will continue to grow, leading to further investment opportunities in the sector [4][35].

Principal Financial Group Inc. grew its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 7.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,441,969 shares of the enterprise software provider’s stock after acquiring an additional 172,624 shares during the period. Principal Financial Group Inc. owned 0.09% of Oracle worth $686,779,000 as of its most recent SEC filing. Get Oracle alerts: Several other hedge ...

Meridian Wealth Management LLC boosted its stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 6.6% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 50,712 shares of the enterprise software provider’s stock after acquiring an additional 3,150 shares during the period. Meridian Wealth Management LLC’s holdings in Oracle were worth $14,262,000 at the end of the most recent quarter. Get Oracle alerts: A number of other institutional investors and hedge ...

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 ...