TDCowen分析师报告：甲骨文或因 OpenAI 数据中心债务裁员 2-3 万人、出售 Cerner TDCowen今日发布了一份以数据中心为主题的分析师报告，指出甲骨文可能裁员 2 万至 3 万人，或出售 Cerner 以应对其为 OpenAI 建设数据中心所产生的债务。 报告还提到，多家美国银行已从甲骨文的数据中心交易中撤出。 不过，根据我们的渠道调研， TDCowen分析师报告：甲骨文或因 OpenAI 数据中心债务裁员 2-3 万人、出售 Cerner TDCowen今日发布了一份以数据中心为主题的分析师报告，指出甲骨文可能裁员 2 万至 3 万人，或出售 Cerner 以应对其为 OpenAI 建设数据中心所产生的债务。 在部分美国银行仍愿意放贷的情况下，我们的调研发现，与甲骨文相关的数据中心项目借贷成本利差已扩大 至非投资级水平（例如，当前 SOFR+300-450 个基点，而 9 月为 SOFR+225-250 个基点）。 随着运营商借贷成本上升，美国私营运营商对甲骨文数据中心的租赁增速已出现放缓，市场正在消化甲骨文当前 的融资需求。 值得注意的是，我们的渠道调研显示，亚洲的银行仍愿意以略高于 ...

Oracle said on Tuesday that issues faced by U.S. users of social media app TikTok are the result of a temporary weather-related power outage at an Oracle data center. ...

一、国际新闻 国际贵金属市场近期波动显著，现货黄金价格在周二（1月27日）纽约尾盘涨3.52%，刷新历史高位至 5187.37美元/盎司，亚太盘初以来在5013.93-5100美元区间震荡上行，04:00后显著加速走高。 COMEX黄金期货涨1.82%，报5175.10美元/盎司，日内大部分时间持稳于5080美元附近，05:00美股收盘 时（电子交易盘）刷新历史高位至5187.20美元；4月合约涨3.45%，报5217.30美元，一度触及5225.80美 元。 随后，现货黄金突破5190美元/盎司，日内涨幅达3.63%，但亚太时段出现回调，失守5160美元/盎司， 日内跌0.42%。 纽约期金同样呈现震荡，曾突破5220美元/盎司，日内涨1.95%，后失守5200美元/盎司，日内仍涨 1.55%。 白银市场波动更为剧烈，纽约期银日内涨6.66%突破113美元/盎司，随后失守111美元/盎司，日内涨幅 收窄至4.73%。 现货白银同步冲高后回落，突破113美元/盎司后失守111美元/盎司，日内转跌0.88%。 能源市场方面，美国天然气期货价格大幅震荡，先涨超7%至7.284美元/百万英热，随后因产量恢复及需 求 ...

New York, New York--(Newsfile Corp. - January 27, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a New York State class action lawsuit on behalf of 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"). A class action lawsuit has already been filed. SO WHAT: If you purchased o ...

Key Takeaways Oracle raised its FY26 cloud CapEx forecast to about $50B to meet rising AI and enterprise demand.ORCL invested roughly $12B in Q2 FY26 on GPU infrastructure, pressuring free cash flow in the quarter.Oracle expects about $4B in revenue acceleration starting FY27 as cloud backlog converts to sales.Oracle’s (ORCL) increasing cloud capital spending is positioning the company for its next growth phase by expanding capacity to meet rising AI and enterprise cloud demand. Management raised its fiscal ...

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Oracle Corporation (“Oracle” or the “Company”) (NYSE: ORCL). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Oracle and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On September 10, 2 ...

Key Points Under the new agreement, TikTok will form a new U.S. entity with new U.S. investors and existing investors. The new venture will have a seven-member board of directors, with the majority of board members from America. One large U.S. cloud stock is a major investor in the new venture and a key company hoping to drive the artificial intelligence revolution. 10 stocks we like better than Oracle › To the relief of over 200 million American users, the popular social media platform TikTok ha ...

Riding a powerful mix of cloud infrastructure momentum and AI enthusiasm, ORCL stock went on a blistering rally that had investors fully locked in. After delivering strong earnings last year, the stock rose – most notably in September, when shares jumped nearly 36% in a single session following a blockbuster Q1 report. That surge pushed Oracle to a high of $345.72 on Sept. 10, cementing its status as a top AI infrastructure beneficiary.With expanding capabilities in cloud infrastructure, hardware, and consu ...

Terillium's Oracle AI Strategy Workshop helps organizations prioritize use cases and develop a clear, actionable roadmap for applying Oracle AI in ways that deliver real operational and financial impact. Post this "With more than 600 AI assistants and agents, a user-friendly development platform for building complementary agents, and a marketplace of third-party solutions, the depth and breadth of the AI capabilities in Oracle Fusion Applications is unmatched," said Bryan Surface, VP of Cloud Technology at ...

Core Viewpoint - TikTok's recent technical issues and content disruptions are attributed to a power outage at one of its data centers, countering allegations of political censorship amid heightened scrutiny due to its new U.S.-led ownership structure [1][2][7]. Group 1: Technical Issues - Users have reported account issues since TikTok began operating under a U.S.-led joint venture, with complaints about potential censorship of political content [2]. - The outage led to a cascading systems failure, resulting in bugs, slower load times, and instances where users saw "0" views or likes on their videos [7]. - TikTok confirmed that messages containing the name "Epstein" triggered error messages, but stated it is investigating the cause of these issues [3][9]. Group 2: Political Context - Complaints about TikTok have been amplified by California Governor Gavin Newsom, who indicated that his office received reports of suppressed content critical of President Trump [4][5]. - Newsom's office has not provided evidence for these claims, although users have shared videos alleging censorship of anti-Trump and anti-ICE content [5][6]. - The political environment is tense, particularly regarding the operations of ICE in Minneapolis, which has sparked significant public debate [6]. Group 3: Ownership Structure - TikTok has formed a joint venture to continue operations in the U.S., with ByteDance retaining a 19.9% stake and U.S. and global investors holding 80.1% [11]. - Key investors in the new structure include Oracle, Silver Lake, and MGX, each holding a 15% stake [11]. - The joint venture was established following a Supreme Court ruling that required TikTok to divest from its Chinese parent company to remain operational in the U.S. [10].