Core Insights - Oracle's shares experienced a decline of up to 6.5%, attributed to a broader sell-off in AI stocks rather than company-specific news [1] - Microsoft reported strong quarterly results, with a 17% year-over-year revenue growth to $81.3 billion, but investor concerns about future AI profitability led to a drop in its stock by over 12% [2][3] - Oracle's recent financial performance included a revenue increase of 14% year-over-year to $16.1 billion and a significant rise in adjusted EPS by 54% to $2.26, but concerns about high capital expenditures persist [5][6] Company Performance - Oracle's remaining performance obligation (RPO) surged by 438% to $523 billion, indicating a substantial backlog [5] - The company spent $35.5 billion on capital expenditures, a significant increase from $10.7 billion in the previous year, raising investor concerns about the return on this investment [6] - Oracle's current valuation is approximately 31 times earnings, aligning it with other major tech companies, making its stock appear attractive given its backlog and lower valuation [6]

Core Viewpoint - A weather-related power outage at an Oracle data center disrupted TikTok's services for U.S. users shortly after the app transitioned to new U.S.-led ownership [1][2][4]. Group 1: Service Disruption Details - Oracle confirmed that a temporary power outage at one of its U.S. data centers caused performance issues for TikTok users over the weekend and into early this week [2]. - TikTok acknowledged the outage, reporting slower load times, posting problems, and reduced engagement for some users [2][3]. - The company stated it was working to restore services and recognized a "major infrastructure issue" related to the power failure, although some technical issues might persist [3]. Group 2: Corporate Restructuring Context - The outage occurred shortly after TikTok's parent company, ByteDance, finalized a deal to create a new joint venture for U.S. operations, aimed at avoiding a potential nationwide ban [4]. - The new venture, TikTok USDS Joint Venture LLC, will be led by former TikTok operations executive Adam Presser, with U.S. and international investors controlling 80.1% of the venture [5]. Group 3: User Reaction and Privacy Concerns - The service disruption coincided with a significant increase in user skepticism following TikTok's updated U.S. privacy policy, which is linked to the new operational structure [6]. - Daily U.S. app deletions surged nearly 150% over the past five days compared to the previous three-month average, indicating growing privacy concerns among users [6]. - Some users criticized the new policy language regarding the potential collection of sensitive data, including demographic and financial information, raising broader concerns about data handling as TikTok transitions to American oversight [7].

每经AI快讯，1月29日，甲骨文股价跌超5%，创2025年6月以来新低，市值不足4700亿美元。 （文章来源：每日经济新闻） ...

Core Insights - Oracle Corporation has returned a total of $158 billion to shareholders over the past decade, ranking 9th in corporate history for capital returns [2] - The capital return consists of $35 billion in dividends and $123 billion in share buybacks, which is approximately 31.5% of the company's current market capitalization [3] - Oracle's strategy focuses on enhancing earnings per share through aggressive stock repurchases, supported by strong cash flows from its transition to cloud-based services [4] Financial Performance - Oracle's revenue growth stands at 11.1% for the last twelve months (LTM) and an average of 9.8% over the last three years [10] - The company has a free cash flow margin of nearly -21.6% and an operating margin of 31.9% for LTM [10] - The stock trades at a price-to-earnings (P/E) multiple of 32.5 [10] Market Position - While Oracle's capital returns are significant, they are lower than those of industry leaders like Apple and Microsoft, which have returned $847 billion and $368 billion respectively [4] - The total capital returned to shareholders as a percentage of market cap appears inversely proportional to growth potential for reinvestments, with companies like Meta and Microsoft showing higher growth despite lower capital returns [7] Risk Considerations - Oracle has experienced significant stock declines in the past, including a 77% drop during the Dot-Com crash and over 40% during the Global Financial Crisis [8]

Core Insights - Oracle OPERA Cloud hospitality platform has been approved by IHG Hotels & Resorts as a cloud-based property management system for its properties in the Americas and EMEAA regions [1] - The platform aims to enhance operational efficiency and guest experiences across IHG's hotel portfolio [2] Group 1: Oracle OPERA Cloud Features - OPERA Cloud offers robust capabilities suitable for complex hotels, allowing IHG properties to standardize operations and data on a common platform [2] - The platform enhances visibility and intelligence, delivering consistent, high-value interactions to guests and loyalty members [2] Group 2: Collaboration and Impact - Oracle and IHG have a longstanding collaboration, with OPERA Cloud providing a scalable and user-friendly suite that supports data-driven decision-making [3] - The platform is designed to streamline operations and improve experiences for both guests and staff, driving performance for IHG's hotel portfolio [3] Group 3: Operational Standards and Compliance - OPERA Cloud maintains high operational standards with minimal IT intervention and is currently live in 236 countries and territories, supporting fiscal compliance [3] - The platform is backed by Oracle's enterprise-class reliability and continuous innovation through quarterly updates [3] Group 4: Oracle Hospitality Overview - Oracle Hospitality has over 45 years of experience in providing technology solutions to various sectors, including independent hoteliers and global chains [4] - The OPERA Cloud system, along with other solutions, aims to maximize profitability, encourage loyalty, and enhance personalized guest experiences [4]

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The third stock on our list is Oracle Corporation. TheFly reported on January 23 that Morgan Stanley lowered its price target for ORCL to $213 from $320 and maintained an Equal Weight rating. The firm acknowledged that GPU-as-a-Service represents a sizable revenue opportunity but noted that the buildout is likely to push EPS below company targets and increase funding needs. Additionally, Morgan Stanley stated that it believ ...

Market Overview - US stock market showed mixed results as investors digested the latest Federal Reserve interest rate decision, with the Dow Jones increasing by 12.19 points (0.02%) to 49,015.60, and the Nasdaq rising by 0.17% to 23,857.45, while the S&P 500 slightly declined by 0.01% to 6,978.03, marking an intraday historical high above 7,000 points [3] Technology Sector Performance - Star tech stocks exhibited divergence, with Nvidia rising by 1.59%, Google by 0.38%, and Microsoft by 0.22%. In contrast, Tesla fell by 0.10%, while Meta, Amazon, and Apple dropped over 0.6%, with Apple down by 0.7% and Oracle down by 1.20% [4][5] - The Nasdaq China Golden Dragon Index increased by 0.32%, with Alibaba up by 1.70%, NetEase by 1.46%, and Baidu by 0.02%. However, JD.com fell by 0.92% and Pinduoduo dropped by 3.84% [4] Semiconductor Sector Insights - The Philadelphia Semiconductor Index rose by 2.3%, with Intel increasing by 11.04% and Texas Instruments by 9.9%. However, ASML saw a decline of 2.1% despite reporting record net sales of €9.7 billion for Q4 2025, exceeding market expectations [6] - ASML's order volume reached €13.2 billion, double the analysts' average forecast, and the company raised its sales outlook for 2026 to between €34 billion and €39 billion, compared to the analysts' expectation of €35 billion [6] Federal Reserve and Economic Indicators - The Federal Reserve decided to maintain interest rates, citing robust economic expansion and signs of stabilization in the unemployment rate. Fed Chair Jerome Powell indicated that current monetary policy is not significantly tight [6][7] - The current inflation level is slightly above the Fed's target, while unemployment has risen, creating a contradiction that keeps the Fed's policy stance neutral until data changes necessitate a clear choice [7] Commodity Market Movements - Precious metals saw strong gains, with COMEX gold futures for January delivery rising by 4.36% to $5,301.60 per ounce, and silver futures increasing by 7.19% to $113.11 per ounce [8]

Investor Chamath Palihapitiya highlighted Oracle Corp.’s (NYSE:ORCL) surging credit default swaps, hinting at growing unease in credit markets over the debt-fueled AI infrastructure push. CDS Rates Surge Past COVID-19 Levels On Tuesday, in a post on X, Palihapitiya shared a chart showing Oracle’s CDS had surged to 160 basis points, which reflects the rising annual cost of insuring the company’s debt against default. Palihapitiya just said “gulp” in his post, while pointing out that the company’s CDS spr ...

One of the more surprising moves in the cloud industry has come from Oracle (NYSE: ORCL). The company built its reputation as the leader in relational databases, but it breathed new life into its business when it discovered that its IT infrastructure positioned it to succeed in the cloud business. With that, it has developed a niche for high-performance computing workloads, a competitive advantage that could help it steal market share in 2026, and here's how. Where to invest $1,000 right now? Our analyst ...

Core Insights - Oracle (ORCL) shares fell by 0.5% in early trading on Wednesday as the company joined a newly established TikTok U.S. data security joint venture as a managing investor and security partner [1] Group 1 - The joint venture aims to ensure the security of U.S. user data and algorithms [1] - The application will continue to serve approximately 200 million U.S. users [1]