Next week's analyst day is Oracle's most anticipated in decades. These are the big questions investors have. ...

来源：智通财经网 周四，甲骨文(ORCL.US)涨近4%，报299.19美元。消息面上，甲骨文与软银集团正在日本市场共同开展 大规模合作，为日本国内的各类大型机构提供安全且可积极扩展的主权云计算以及云端AI训练/推理算 力服务。 甲骨文与软银双方共同表示，软银将推出其全新的 Cloud PF Type A——这是一套由甲骨文Oracle Alloy 为日本市场提供重大技术支持的自有级别专有云计算平台与AI算力平台服务；双方预计云端AI训练/推 理算力服务平台将分阶段推出。双方的这项合作服务计划于2026年4月在日本东部大型数据中心上线， 随后于2026年10月在日本西部大型数据中心上线。 借助 Oracle Alloy，软银未来将能够通过其位于日本的大型AI数据中心，为该集团的庞大客户群体提供 超过200项基于甲骨文云计算基础设施(OCI)的云端AI算力服务与云计算服务的访问。 ...

周四，甲骨文(ORCL.US)涨近4%，报299.19美元。消息面上，甲骨文与软银集团正在日本市场共同开展 大规模合作，为日本国内的各类大型机构提供安全且可积极扩展的主权云计算以及云端AI训练/推理算 力服务。 借助 Oracle Alloy，软银未来将能够通过其位于日本的大型AI数据中心，为该集团的庞大客户群体提供 超过200项基于甲骨文云计算基础设施(OCI)的云端AI算力服务与云计算服务的访问。 甲骨文与软银双方共同表示，软银将推出其全新的 Cloud PF Type A——这是一套由甲骨文Oracle Alloy 为日本市场提供重大技术支持的自有级别专有云计算平台与AI算力平台服务；双方预计云端AI训练/推 理算力服务平台将分阶段推出。双方的这项合作服务计划于2026年4月在日本东部大型数据中心上线， 随后于2026年10月在日本西部大型数据中心上线。 ...

Optimism over the prospects of artificial intelligence has lifted the valuations of several technology heavyweights including Nvidia, Microsoft and most recently, The rise in U.S. equities has attracted a series of warnings about the likelihood of an impending correction. International Monetary Other investors disagree. Goldman Sachs analysts argued that while history suggests that bubbles are driven by exuberance that builds around transformative technology, the current market rally is different because ...

Alphabet-owned Google said dozens of companies have been affected by an ambitious hacking campaign that targeted Oracle's suite of business products. ...

Core Insights - The Greenwich Economic Forum highlighted concerns about the concentration of investments in technology stocks and the potential risks associated with the AI industry's rapid growth [3][4][6] Market Impact - The U.S. government shutdown has had minimal short-term effects on the market, particularly on major tech stocks, but real impacts may arise if government employees miss paychecks or if essential services are disrupted [3][4] - The market's focus remains on tech stock performance and Federal Reserve interest rate expectations, with overall corporate activity and investment sentiment continuing as usual [4] Concentration Risks - The concentration of investments in a few tech giants, referred to as the "Magnificent Seven," poses a risk to market stability, as a sudden sell-off could lead to a lack of buyers [4][5] - Historical parallels were drawn to the "bandwidth bubble" of the late 1990s, where companies needed bandwidth but failed to generate profits, indicating that current tech valuations may be unsustainable [5][6] AI Industry Concerns - The AI sector is experiencing "circular trading," where investments are recycled within the industry, creating an illusion of profitability without real cash flow [6] - OpenAI's partnerships with major companies like NVIDIA and AMD raise questions about the sustainability of their financial models, as their projected revenues may not support their capital expenditures [6] Investment Strategies - Investors are advised to seek safe-haven assets, such as gold and cryptocurrencies, amidst rising risks in tech stocks [7] - A balanced investment approach is recommended, focusing on companies with strong cash flows and dividends rather than solely on high-growth tech stocks [8]

and we bring in Diane King Hall to take a look at some of the uh movers to watch here on Wall Street. I mean, Delta's been one that we got to keep an eye on. You know what, Diane.Let me just see how Delta kicked it off uh before we get to your name that you're watching. It's 6% 6 and a half% there for Delta. You're also watching some of the tech names, right.>> Yes. Yeah. Yeah.Yes. Not surprised by that move in Delta uh strong results that it had. But let's talk chips, right.And what's going on in the chip ...

Time now for Options Corner. Joining us to take a deeper look at the chart for Oracle is Rick Dukat, lead market technician, the Duke of Data himself. All right, so let's talk about the trends you notice on this Oracle chart.>> So Oracle looking pretty strong, up almost 62% during the past year. XLK, the tech sector ETF up about 26%, S&P up 16.6%. Everything looks fine, right.So uh you know, tech software must be doing great. Well, not exactly because when you look at the uh SPX software sector, there's 21 ...

New Oracle Health Connection Hub delivers single, unified console to enable data sharing control, auditing, and governance so health systems can easily manage a broad range of interoperability services Early adopters see 50 percent reduction in processing times of Social Security Administration disability benefit claims , /PRNewswire/ -- Oracle Health Connection Hub is now generally available for U.S. healthcare providers, enabling them to use a single console to more easily onboard, access, and manage pr ...

"Our commitment to helping banks transform corporate lending with secure, compliant, and innovative technology is underscored by IDC's recognition," said Sovan Shatpathy, senior vice president, product management and development, Oracle Financial Services. "With our comprehensive platform, banks can better manage risk, streamline complex syndicated lending, and improve the borrower experience—all while leveraging AI and GenAI to drive greater efficiency and insight." Global reach, comprehensive end-to-end s ...