Core Insights - Oracle has introduced new AI agents within Oracle Fusion Cloud Applications aimed at enhancing supply chain efficiency and decision-making for supply chain leaders [1][2] - These AI agents are designed to automate workflows, reduce manual errors, and provide insights that facilitate faster and more confident decision-making [1][2] AI Agents Overview - The AI agents are embedded in various supply chain processes including planning, procurement, manufacturing, maintenance, and logistics [1][2] - They are built using Oracle AI Agent Studio and are integrated within Oracle Cloud Infrastructure with no additional cost [2] Specific AI Agents and Their Functions - **Planning Cycle Agent**: Automates task coordination and improves planning cycle efficiency by managing planning tasks [6] - **Component Replacement Agent**: Automates component replacement processes and minimizes disruptions by analyzing supply chain impacts [6] - **Planning Measure Expression Agent**: Aids in creating planning measures and KPIs quickly and accurately [6] - **Autonomous Sourcing Agent**: Facilitates competitive bidding for low-dollar, high-volume purchases [6] - **Maintenance Work Order Cost Estimation Advisor Agent**: Optimizes planning and controls costs by estimating work order costs [6] - **Outside Processing Shipping Agent**: Streamlines shipping and improves collaboration with suppliers [6] - **Inventory Tasking Agent**: Reduces delays and improves warehouse productivity by assigning tasks automatically [6] - **Inventory Aging Advisor Agent**: Helps reduce carrying costs associated with slow-moving inventory [6] - **Wave Research Advisor Agent**: Resolves warehouse issues faster and improves picking and shipping performance [6] - **Task Management Assistant**: Identifies and prioritizes at-risk orders to enhance shipment reliability [7] - **Purchase Order to Sales Order Converter Agent**: Accelerates order creation and reduces fulfillment costs by automating data extraction and order submission [10] - **Product Configuration Agent**: Simplifies product configuration by interpreting requirements and generating finalized configurations [10] - **Service Parts Advisor Agent**: Improves service response and resolution accuracy by identifying the right parts for customer issues [10] Overall Benefits - Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes, enhancing organizational resilience and adaptability to market changes [8] - Customers and partners can also create and manage their own AI agents using the AI Agent Studio for Fusion Applications [8]

Core Insights - Oracle has introduced new capabilities in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to assist organizations in managing the specific needs of process manufacturing, enhancing production visibility and regulatory compliance [1][2] Group 1: New Capabilities - The latest innovations in Oracle Cloud SCM enable real-time production adaptation, improved batch outcomes, and enhanced traceability as materials and conditions change [2] - Key features include streamlined recipe and yield management, flexible batch manufacturing execution, and connected process execution [3] Group 2: Advanced Features - Formula-recipe-batch synchronization helps maintain product quality and compliance by automatically synchronizing formula changes with recipes [5] - Operation yield modeling allows manufacturers to understand and control process loss by tracking batch quantities based on formula ingredients [5] - Electronic batch record approval facilitates regulatory compliance through electronic review and signature for completed batches [5] Group 3: Integration and AI - Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes, enhancing resilience and adaptability to market changes [6] - Embedded AI analyzes supply chain data and automates processes to improve business operations and build a resilient supply network [6] Group 4: Additional Features - Expired lot prevention helps reduce risk and waste by blocking the use of expired materials in production [9] - Automated product lot expiration calculation improves shelf-life accuracy by calculating expiration dates based on ingredient shelf life [9]

New role-based AI agents embedded in Oracle Fusion Cloud Applications transform slow and reactive sales, marketing, and service processes into revenue driving opportunities MUMBAI, Feb. 10, 2026 /PRNewswire/ -- Oracle AI World Tour -- Oracle today announced new role-based AI agents within Oracle Fusion Cloud Applications to help organizations deliver intelligent customer experiences (CX) at scale. Built using Oracle AI Agent Studio for Fusion Applications, the new AI agents are embedded within marketing, sa ...

2026年2月9日晚的美股市场，上演了一场让很多投资者既兴奋又意外的行情。 本以为大涨之后总要歇一歇，结果三大指数再次集体收红，道琼斯工业平均 指数更是稳稳站上了50135.87点的历史新高。 更让人瞩目的是，市场的领涨主线异常清晰：一边是以半导体为代表的科技股强势回归，另一边是黄金白银等 贵金属价格大幅飙升。 而备受关注的中概股，也在整体小幅上涨中呈现出明显的内部轮动。 这场发生在2026年2月9日美东时间的普涨，背后是资金在关键 经济数据公布前的一次重要布局。 道琼斯工业平均指数在2月9日收盘时上涨了20.20点，涨幅0.04%，报收于50135.87点。 这个点位不仅创下了该指数的历史收盘新高，也标志着道指首次突破 了50100点的重要心理关口。 盘中交易时段，道指一度触及50149.47点，同样刷新了盘中历史最高纪录。 虽然涨幅不大，但在历史高位附近能够继续向上突 破，本身就传递出市场权重板块的稳定支撑力。 纳斯达克综合指数的表现更为强劲。 该指数全天上涨207.46点，涨幅达到0.90%，收盘报23238.67点。 作为以科技成长股为主的指数，纳指的领涨直接反映 了科技板块的整体回暖。 标准普尔50 ...

Core Insights - The article provides a comprehensive market analysis focusing on investment opportunities and trends in various sectors [1] Group 1: Market Trends - The analysis highlights significant shifts in market dynamics, indicating a growing interest in sustainable investments and technology-driven sectors [1] - There is an observed increase in market volatility, which is influencing investor sentiment and decision-making processes [1] Group 2: Investment Opportunities - Emerging markets are identified as key areas for potential growth, with specific emphasis on sectors such as renewable energy and digital finance [1] - The report suggests that companies leveraging innovative technologies are likely to outperform traditional industries in the coming years [1] Group 3: Economic Indicators - Key economic indicators, including GDP growth rates and unemployment figures, are discussed, showing a mixed outlook for different regions [1] - Inflation rates are noted to be a critical factor affecting consumer spending and investment strategies [1]

2月9日，D.A.戴维森将甲骨文股票评级从中性上调至买入，维持其目标价为180美元。此次评级调整基 于机构判断，甲骨文与OpenAI相关的重大风险正在降低，此前这一被视为公司最大悬而未决的问题出 现积极变化，直接改善了对公司业绩的展望。 D.A.戴维森分析师吉尔·卢里亚表示："市场对甲骨文股票的抛售可能已过度，但这并不意味着投资者无 需担心该公司的前景。公司已使自己处于非常危险的境地，必须表现出色才能摆脱困境。1300亿美元的 债务和2480亿美元的经营租赁承诺将在未来数年拖累公司。"他同时指出，甲骨文计划的股票发行，或 在未来10周内带来抛售压力。 作者：观察君 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

然后的话经过这个差不多一个月的一个，这个再平衡，其实整个的这个筹码结构的话，也 好了非常多，那么就是在上周四五的时候，海外也发生了非常关键的这个变化。所以我们 相信这个算力的话已经进入了这个新一轮的这个周期。那么上周这个是海外的话，这个最 核心的这样的一个，这个变化的话，就是这个 Oracle 的融资成功，那么整个融资的话， 是 250 亿。这个美金，那么申购额是 1290 亿美金。因为的话，我们在年度策略的这个两 仪生四象超级时代，也是提到了，就是一切仍然指向算力。 那么从需求上来看的话，其实大，不管是大厂对算力的信仰，还是这个应用的一个可见度 其实都非常的高。那么应用可能一开始没有那么好投资的原因的话，是这种超级应用出的 非常快，也非常多，看不清的是竞争格局。而不是说这个东西。本身的现在和未来的话不 可见。但是算力的话，其实整个的需求诉求是非常清晰的。我们也是看到了，待会樊老师 也会讲的，就是这个 Google 的话，就是在各项指标都很好的情况下模型也比较领先的情 况下，然后投 1800 亿美金，亚马逊的话投 2000 亿美金作为这个，咳，CAPEX 那么面向 整个这个 AI，但是大家担心的什么？ 大家担 ...

近年来，大多数大型科技公司开始通过分红和回购股票的方式将现金返还给股东。 例如，谷歌和 Meta Platforms 都这么做，但今年可能会很难做到这一点，因为旨在扩充用于人工智能的计算能力的 资本支出几乎完全耗尽了其运营产生的现金流。 ：两者已经开始缩减股票回购。 然而，取消分红可能会比较棘手，因为两家公司都是在 2024 年才开始发放 近年来，大多数大型科技公司开始通过分红和回购股票的方式将现金返还给股东。 例如，谷歌和 Meta Platforms 都这么做，但今年可能会很难做到这一点，因为旨在扩充用于人工智能的计算能力的 资本支出几乎完全耗尽了其运营产生的现金流。 ：两者已经开始缩减股票回购。 然而，取消分红可能会比较棘手，因为两家公司都是在 2024 年才开始发放股息，这使得它们的股票对投资者更具 吸引力。 亚马逊在 11 月发行了 150 亿美元债券，增强了其现金状况，截至 12 月 31 日其持有现金为 1230 亿美元，这 给了它相当大的缓冲。 ：不会遇到同样的问题，因为它自 2022 年以来就没有回购股票，也从未支付过股息。 不过，据 TheInformation报道源头信息联 系 微 信W ...

钛媒体 . 新鲜犀利的财经见闻，放眼国际的前沿技术，还有罕见披露的内幕消息。钛媒体（www.tmtpost.com），引领未来商业与生活新知，一个投资者与创新者酷 爱聚集的地方。还可下载钛媒体App，24小时不间断更新和互动。 将投中网设为"星标⭐"，第一时间收获最新推送 AI基建的泡沫预演来了。 作者丨 杨丽 编辑丨 盖虹达 来源丨 钛媒体 以下文章来源于钛媒体 ，作者杨丽 由Top科技公司掀起的数据中心/AI云基建建设热潮，正逐步演化成资金困局，成为悬在海外云厂商头上的达摩克里斯之剑。 最近两周，全球三大云厂商的公司财报均相继出炉，亮眼的收入、良好的业绩表现，并未让市场买单。一些财务信号已经引发华尔街的警觉，直观表现 在股价大跌。亚马逊财报后股价大跌10%；微软财报后股价跌5%；谷歌一度下跌6%。 分析本次财报不难看出，科技巨头将资本支出情况与现金流真相摊牌后，不出意料地将市场情绪从AI狂欢，打成了AI基建的泡沫预演。 超前投资布局，一把梭哈了？ 目前，亚马逊公布了2025财年第四季度及全年财报，微软公布了2026财年第二季度财报，谷歌公布了2025财年第四季度及全年财报。 • 资本支出（Capital ...

While the Dow notched its second closing record in a row with a small gain, the S&P 500 ultimately finished short of its closing record.The S&P 500 technology sector finished up 1.6% to extend Friday's gains after a steep selloff last week. The S&P 500 Software ‌Services index ended up ‌2.9% as it clawed back some losses for a second day after a bruising seven days of losses fueled by fears that AI could intensify competition.One big gainer in software was Oracle, which added 9.6% after D.A. Davidson upgra ...