Customers are flocking toward this company to train AI models and run inference applications in the cloud. Amazon is the fifth-largest company in the world, as of this writing. It reached this ranking thanks to its dominant position in the e-commerce market. It's also the largest player in the cloud computing market but gets a massive chunk of its revenue from the e-commerce business. The company controls an estimated 38% share of the U.S. e-commerce market. Additionally, it enjoys a solid position in other ...

据三位不愿具名的知情人士称，甲骨文本轮裁员覆盖云计算部门多个团队，但具体裁撤比例及地区分布 尚未明确。其中两位人士强调，部分员工的离职与年度绩效评估结果直接挂钩，甲骨文或借此机会淘汰 低效岗位，同时保留核心战略领域人才。 来源：环球网 【环球网科技综合报道】8月14日消息，据外媒报道，多位知情人士向媒体透露，全球科技巨头甲骨文 （Oracle）正在其云计算业务部门推进裁员计划，受影响员工已于本周陆续收到通知。此次裁员被视为 甲骨文在持续加码人工智能（AI）基础设施投资背景下，优化运营成本、提升组织效率的重要举措。 "这不是全面收缩，而是针对性优化。"一位接近甲骨文内部的消息人士表示，"公司仍在为AI相关项目 招聘高端工程师，但希望团队更加精干。" 甲骨文近年来在云计算与AI领域动作频频。2024年，公司宣布未来三年将投入超200亿美元扩建数据中 心，以支持其AI训练与推理服务，并与英伟达等企业深化合作，构建高性能计算网络。然而，激进扩 张也带来成本压力——最新财报显示，甲骨文2025财年第二季度资本支出同比增长45%，而运营利润率 较去年同期下滑2个百分点。 尽管部分团队面临调整，但甲骨文云计算部门仍在开放多 ...

据悉，该版本包含17项新特性（其中6项为预览状态），同时宣布终止对32位x86架构的支持，成为首个 仅支持64位x86的JDK版本。 【环球网科技综合报道】8月14日消息，全球Java开发者社区迎来新动态：Java 25长期支持版本（LTS） 已正式进入发布候选（RC）阶段，首个RC版本现已开放下载。根据Oracle官方计划，Java 25 GA（通 用可用性）版本将于2025年9月16日全球同步发布，并承诺提供至少8年的Premier Support服务，成为继 Java 17、21之后又一关键技术基座。 自2023年Java 21（LTS）发布以来，Oracle调整了版本发布策略，将LTS版本的间隔从3年缩短至2年， 以更快速响应开发者对稳定性与前沿特性的双重需求。Java 25作为新策略下的第二个LTS版本，跳过了 非LTS的Java 24，直接延续Java 21的演进路线，形成"两年一LTS"的清晰格局。（青山） 来源：环球网 ...

甲骨文在6月份提交的一份文件中表示，由于战略调整、重组或绩效问题，公司会定期对员工队伍进行 调整。"此类重组行动已经产生影响，未来也可能继续产生影响，在员工适应重组期间，重组成本增 加，生产力暂时下降。" 截至周三美股收盘，甲骨文收跌3.81%，报244.18美元。该股今年以来累计上涨近48%。 甲骨文发言人未回应多次置评请求。裁员的具体范围尚不清楚。 许多科技巨头试图通过削减其他业务部门的开支来应对人工智能成本的飙升。微软今年已裁员约1.5万 人。亚马逊和Meta Platforms也进行了裁员。 由于云业务的强劲发展，甲骨文股价接近历史最高水平。上个月，该公司与OpenAI 签署了一项前所未 有的协议，根据协议，OpenAI将从甲骨文租用约4.5吉瓦的数据中心电力，相当于数百万美国家庭的供 电规模。尽管如此，甲骨文仍需投入数百亿美元来建设庞大的服务器集群，以满足日益增长的需求。在 截至5月的财年，其自由现金流为负值。 智通财经APP获悉，据报道，甲骨文(ORCL.US)正在其备受关注的云业务部门裁减员工，这是该公司在 大力投资人工智能(AI)基础设施的情况下采取的最新成本控制措施。据知情人士透露，受影响的 ...

8月13日，甲骨文公司（ORCL）经历了一次显著的股价变动，其股价下滑了3.81%。这家科技巨头在市 场上正面临着一系列挑战，其中最引人注目的是在云基础设施部门进行的裁员措施。在人工智能领域大 量投资的背景下，甲骨文正在努力控制成本。 甲骨文近期的裁员举措成为市场关注的焦点。据知情人士透露，涉及裁员的员工在本周已经接到了通 知，部分职位因绩效问题而被取消。然而，甲骨文的云部门仍然在继续招聘，这表明公司仍然重视这一 领域的发展。裁员的具体规模尚未完全披露，甲骨文发言人也没有回应置评请求。 来源：市场资讯 （来源：美股情报站） 甲骨文的裁员并不是孤立的事件。今年以来，许多科技公司为应对人工智能相关成本的增加，纷纷选择 在业务的其他领域进行削减。微软已裁减约1.5万名员工，亚马逊和Meta也进行了不同程度的裁员，这 些措施都反映了科技行业在应对快速变化和成本上升的挑战时采取的策略。 整体来看，甲骨文在云计算领域的裁员凸显了公司在成本控制和资源管理方面的压力，同时也展示了其 在面对人工智能发展带来的挑战时的战略调整。在投资方面，鉴于科技行业的整体趋势，建议保持谨 慎，关注人工智能和云计算领域的发展动态，以更好地评估甲 ...

Market Performance - The three major U.S. indices rose, with the S&P 500 index setting a closing record for the second consecutive trading day, closing at 6466.58 points, up 0.32% [1] - The Dow Jones increased by 463.66 points, or 1.04%, closing at 44922.27 points, while the Nasdaq rose by 31.24 points, or 0.14%, closing at 21713.14 points [1] - European indices also saw gains, with Germany's DAX30 up 0.51%, the UK's FTSE 100 up 0.17%, and France's CAC40 up 0.66% [1][2] Commodity Prices - Light crude oil futures for September fell by $0.52 to $62.65 per barrel, a decrease of 0.82%, while Brent crude for October dropped by $0.49 to $65.63 per barrel, down 0.74% [2] - Spot gold increased by 0.23%, reaching $3355.91 [3] Cryptocurrency Market - Bitcoin rose nearly 1.9% to $122,387.5, while Ethereum increased by 2.9% to $4,724.39 [4] Macroeconomic Developments - Trump's potential candidates for the Federal Reserve chair have expanded to 11, including notable Wall Street strategists, indicating a lengthy selection process [5] - Chicago Fed President Goolsbee expressed the need for more evidence of inflation improvement before making policy changes, suggesting that all meetings this fall could be opportunities for policy adjustments [6] Corporate News - Bridgewater Associates significantly increased its holdings in Nvidia by 154.37% and exited positions in Alibaba and other Chinese stocks [8] - Apple plans to enter the AI robotics, home security, and smart display markets, with a desktop robot as a core part of its strategy [9] - Oracle is laying off employees in its cloud infrastructure division to manage costs amid rising AI expenditures [10] - Tesla is hiring for its autonomous driving department, indicating potential expansion into the New York ride-hailing market [11] - Amazon aims to expand its same-day delivery service for fresh groceries to over 3,300 cities by the end of the year, impacting competitors like Kroger and Walmart [12] Analyst Ratings - Standard Chartered Bank raised its year-end price target for Ethereum from $4,000 to $7,500, citing improved industry participation and increased holdings [13] - The bank anticipates the stablecoin market will grow approximately eightfold by the end of 2028, significantly impacting Ethereum network fees [14]

Core Insights - Oracle's stock is currently trading at a price-to-earnings (P/E) ratio of 36.7, significantly higher than its historical average of 26.8 and the industry average of 35.32, raising concerns for investors as they consider future moves in 2025 [1][5]. Cloud Momentum Versus Rich Valuation - The transition to cloud infrastructure has resulted in Oracle reporting fiscal 2025 Q4 revenues of $15.9 billion, an 11% year-over-year increase, with cloud infrastructure revenues increasing by 52% to $3 billion [2]. - CEO Safra Catz anticipates further acceleration in cloud infrastructure growth, projecting an increase from 50% in fiscal 2025 to over 70% in fiscal 2026 [2]. - Major clients such as Meta and Temu, along with partnerships for AI healthcare platforms, highlight Oracle's expanding influence beyond traditional software [2]. Revenue and Earnings Estimates - The Zacks Consensus Estimate for fiscal 2026 revenues is $66.6 billion, indicating a growth of 16.02% compared to the previous year [3]. - The consensus estimate for fiscal 2026 earnings is $6.73 per share, reflecting a slight increase of 0.1% over the past month [3]. Strategic Investments and AI Initiatives - Oracle's involvement in the Stargate AI infrastructure initiative with OpenAI and SoftBank underscores its strategic positioning in the AI sector [4]. - The company plans to invest over $25 billion in capital expenditures for fiscal 2026, significantly up from $7 billion in fiscal 2024, indicating strong management confidence in future demand [4]. Competitive Landscape - Oracle faces stiff competition in the cloud market, with AWS holding a 30% market share, Azure at 20%, and Google also competing strongly [8]. - Despite trailing behind in market share, Oracle differentiates itself through competitive pricing and superior database integration [10]. Stock Performance - Oracle's shares have increased by 52.3% year-to-date, outperforming the Zacks Computer and Technology sector's growth of 14.6% [11]. - In comparison, shares of Microsoft, Google, and Amazon have returned 25.6%, 7.4%, and 0.9% respectively [11]. Strategic Position for Investors - For current shareholders, maintaining Oracle stock is advisable due to its strong competitive position and growth trajectory, bolstered by a recent 25% dividend increase to 50 cents per share [15]. - The company's remaining performance obligations of $138 billion provide substantial revenue visibility, supporting long-term investment [15]. - New investors may consider waiting for more favorable entry points due to the current high valuation and execution risks highlighted by past performance [16][17].

Oracle is cutting jobs in its closely watched cloud unit, the latest company taking steps to control costs amid heavy spending on AI infrastructure https://t.co/MPc7H4rJKQ ...

State-wide public entities can now access the #1 AI cloud ERP solution to improve transparency and drive efficiency AUSTIN, Texas, Aug. 13, 2025 /PRNewswire/ -- Oracle today announced a new agreement with NEORide, a multi-state alliance of urban, suburban, and rural public transit systems, that makes it faster and easier for 40 public transit entities across 11 states to modernize their operations and gain critical efficiencies with Oracle NetSuite for Government. Built on a secure, AI-enabled cloud infrast ...

Core Insights - Oracle has launched a next-generation Electronic Health Record (EHR) system designed to enhance clinician efficiency and patient care through AI technology [1][3] - The new Oracle Health EHR is built on Oracle Cloud Infrastructure (OCI) and aims to streamline workflows, reduce administrative burdens, and improve care quality [3][5] - Oracle plans to expand the EHR's capabilities to include acute care functionality in 2026, broadening its application across various healthcare settings [1] Technology and Features - The EHR utilizes AI agents that act as smart assistants, providing contextual insights and suggested actions to clinicians, thereby allowing them to focus more on patient care [3][6] - The system is designed to be user-friendly, with voice command capabilities that reduce the need for extensive screen navigation [1][4] - Oracle's EHR is an open system, allowing for integration with third-party models and the development of custom AI agents, ensuring flexibility and adaptability for healthcare providers [7] Market Position and Strategy - Oracle's approach contrasts with competitors who are enhancing outdated systems, as the company has developed a completely new, cloud-based EHR tailored for modern healthcare needs [3][5] - The introduction of the ambulatory EHR reflects Oracle's commitment to creating an AI-first, cloud-based healthcare ecosystem that optimizes clinical workflows [5] - The company is actively promoting its innovations in healthcare technology, with opportunities for stakeholders to engage and learn more at upcoming events [8]