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]

Core Insights - Oracle's share price is expected to rise significantly due to the impact of AI and the shift to cloud-based services, with projections indicating a potential triple-digit increase over the next year or two [1] Financial Performance - In fiscal 2025, Oracle reported an 11.3% increase in revenue, totaling $15.9 billion, which exceeded market expectations by 200 basis points [5] - Cloud Services and License Support grew by 16%, while Cloud Licenses and On-premise Licenses increased by 9%. Total cloud revenue surged by 27%, driven by a 52% growth in IaaS and a 12% growth in SaaS [6] - Adjusted earnings per share (EPS) reached $1.70, reflecting a 4.3% increase year-over-year, surpassing expectations [7] Growth Projections - Oracle forecasts net revenue of approximately $67 billion for the upcoming year, representing a nearly 17% year-over-year increase, primarily driven by a 70% rise in cloud infrastructure [8] - The company's global data center footprint is expected to grow by 105% over the next 12 months, indicating significant expansion in its capabilities [3] Market Sentiment - Following Oracle's recent financial results, analysts have revised their price targets upward, with an average increase of about 35%. The new price target range has a high end of $266, indicating a potential 50% gain from pre-release levels [10] - The stock price rose approximately 10% in premarket trading, aligning with all-time highs, suggesting strong market confidence in Oracle's future performance [11] Strategic Developments - Oracle has established new partnerships with major hyperscalers, reinforcing its position as a leading provider of database-related services essential for AI infrastructure [2] - The company is actively expanding its data center network, building some of the largest AI-capable data centers globally [2]

Group 1: Market Performance - The three major US stock indices showed mixed results, with the Nasdaq rising by 0.12%, the Dow Jones falling by 0.04%, and the S&P 500 declining by 0.19% [1] Group 2: Company News - Oracle's stock surged nearly 14%, reaching an all-time high, following the release of its fourth-quarter earnings that exceeded expectations [1] - Oracle anticipates a more than 70% increase in cloud infrastructure sales driven by strong demand for cloud AI computing resources and explosive growth in physical AI computing infrastructure for the fiscal year 2026 [1] - Disney and Universal Pictures filed a copyright lawsuit against AI company Midjourney, accusing it of unauthorized use of their copyrighted materials to generate and distribute numerous copies of their famous characters [2] - Ant Group responded to reports about its plans to apply for a stablecoin license in Hong Kong and Singapore, stating it is accelerating investments and expanding collaborations in global financial management [3] - Haidilao has introduced a self-service lunch priced at 22 yuan in some locations, offering a variety of dishes with unlimited supply but imposing a fee for food waste [4] - General Mills is considering selling its Häagen-Dazs ice cream business in China, with potential asset disposal discussions expected to start in 2025, seeking a price in the hundreds of millions [5]

甲骨文涨幅扩大至近14% 达到历史高点 智通财经6月12日电，甲骨文涨幅扩大至近14%，达到历史高点，公司公布的第四财季业绩超预期。消 息面上，甲骨文公布业绩报告，该公司预计，本月开启的2026财年，在无比强劲的云端AI算力资源需 求以及爆发式增长的实体AI算力基础设施需求推动下，其云基础设施销售额将一举跃升逾70%。 ...

Group 1 - Oracle's stock price continued to rise, increasing by 14% in a single day, reaching a historic high [1] - The company raised its annual revenue growth forecast, contributing to the positive market reaction [1]

Oracle Corp (NYSE:ORCL) stock is up 10.4% to trade at $194.64 at last check, after the cloud computing giant reported a fourth-quarter earnings and revenue beat. The company also issued an upbeat annual revenue forecast thanks to strong cloud artificial intelligence (AI) demand. At least 10 analysts hiked their price target in response, with the highest coming from Bernstein to $225 from $207.The shares are set to resume gains after yesterday snapping a four-day win streak. Today's surge is also helping the ...