周五美股成交额第1名英伟达收高2.4%，成交371.99亿美元。高盛将英伟达目标价定为250美元，预计 Q4营收将达673亿美元 高盛认为，英伟达有望带来20亿美元的营收"惊喜"。该行分析师预计，英伟达2025财年第四季度营收将 达到673亿美元，同时在盈利端也将超出市场预期。 "我们预计英伟达在第四财季的营收将超出预期约20亿美元，而我们对第一财季营收的预测也比市场共 识高出8%。" 高盛分析师在研究报告中写道，"我们对第四财季和第一财季的每股收益（EPS）预测， 分别比市场高出5%和9%。" 上周晚些时候，Stifel也进行了类似的评级下调，分析师对微软Azure云计算业务的增长速度提出警告。 Melius分析师Ben Reitzes写道："由于Anthropic推出的Cowork等产品，微软强大的365软件可能会面临挑 战，甚至可能为了保持竞争力而不得不免费提供 Copilot，这将损害其利润最丰厚的'生产'部门的增长和 利润率，消耗Azure的内部产能，限制该业务超预期的表现。" 第7名美光收跌2.84%，成交117.64亿美元。半导体研究机构指出，美光或无缘Rubin首年订单，HBM4 成韩系寡头内 ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketAfter a weak open, the major indexes shook off the early blues and found solid footing, heading into positive territory for a nice green close.Traders were mostly focused on waiting for big upcoming data (delayed January jobs report Wednesday) and another wave of earnings, following last week’s volatility.Oracle jumped 8% after getting upgraded to Buy on fresh optimism around OpenAI and its ecosystem beneficiaries. Fellow ...

SAN DIEGO, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence (“AI”) programs. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The All ...

The tech industry witnessed a dramatic shift as the wealth of several top tech billionaires plummeted due to fears over the AI bubble and fluctuating valuations. Larry Ellison, co-founder of Oracle, experienced a staggering $59.2 billion loss in his net worth since the beginning of the year, with $19 billion of that occurring just this week. The selloff was exacerbated by developments such as Anthropic’s new legal AI tool, which caused a nearly 4% drop in the S&P 500 software and services index. The weal ...

Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial intelligence. Shares in the software bellwether rallied as much as 12%, their biggest intraday rise since Sept. 10. Even with that move — which came on the heels of Amazon.com Inc.’s pledge to spend $200 billion this year on data centers, chips and other equipment — the stock is down around 50% from its September h ...

Core Viewpoint - Oracle stock experienced a significant surge from its May lows to September highs, followed by a sharp decline, indicating volatility in its performance [1]. Group 1: Investment Strategy - The investment approach focuses on identifying attractive risk/reward opportunities with strong price action to generate alpha above the S&P 500 [1]. - The strategy emphasizes avoiding overhyped and overvalued stocks while targeting beaten-down stocks with potential for recovery [1]. - The investment group specializes in high-potential opportunities across various sectors, particularly in growth stocks with solid fundamentals and strong buying momentum [1]. Group 2: Future Positioning - There is an intention to potentially initiate a new position in Oracle (ORCL) within the next 72 hours, indicating a proactive investment strategy [2].

Software stocks mostly rebounded on Monday as Wall Street analysts pushed back against growing investor fears that artificial intelligence could disrupt the sector’s business models. Oracle (ORCL) shares jumped 10% after DA Davidson’s Gil Luria upgraded the stock to Buy from Neutral, citing optimism about the company’s OpenAI deal and pushing back against fears that AI would hurt its software business. "Software isn’t dead," Luria said in a note. "We believe companies will continue to pay for Oracle’s ...

Market Analysis by covering: Microsoft Corporation, Oracle Corporation, Alphabet Inc Class A, Apple Inc. Read 's Market Analysis on Investing.com ...

Plug Power, Inc. (PLUG) Shareholders To Inquire About Securities Fraud Class ActionLOS ANGELES-- ([BUSINESS WIRE])--Law Offices of Frank R. Cruz Encourages Plug Power, Inc. (PLUG) Shareholders To Inquire About Securities Fraud Class Action...[Back to Newsroom]## Wish your news had this kind of reach? [Sign Up][Learn About Business Wire] Law Offices of Frank R. Cruz Encourages Oracle Corporation (ORCL) Shareholders To Inquire About Securities Fraud Class ActionFeb 9, 2026 12:10 PM Eastern Standard Time# Law ...

Oracle ( NYSE:ORCL ) shares are making a strong comeback today, shaking off ongoing worries about the company's hefty spending, climbing debt, and the risks of its all-in bet on artificial intelligence (AI) cloud infrastructure. ...