What seemed like a November bottom for dip buyers resulted in another rout that saw investors in Oracle Corporation ( ORCL ) taking another hammering, as the market tests whetherJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially gene ...

格隆汇12月18日｜美国财经网站investinglive表示，甲骨文(ORCL.US)在9月财报发布后，股价一度飙升 至345美元，使创始埃里森人短暂登顶全球首富宝座。埃里森将甲骨文定位为"整个AI革命的后端基础设 施提供商"，投资者狂热追逐剩余履约义务（ RPO），后者成为看涨情绪的核心。但两大因素彻底击碎 了这一泡沫。一是资本支出重估。公司在Q2财报中上调2026财年资本支出指引至500亿美元，投资者意 识到靠发债数百亿建设数据中心并非"免费午餐"，市场对其债务风险表示担忧。二是数据中心交付延 迟。有报道称甲骨文为OpenAI建设的数据中心交付时间可能推迟至2028年。此前看好甲骨文的理由都 是基于速度，若速度优势不复存在，其高估值便失去支撑。甲骨文股价今日再跌5%，报177美元，较9 月高点暴跌近50%。 来源：格隆汇APP ...

After moving to the upside early in the session, stocks have come under pressure over the course of the trading day on Wednesday. The major averages have pulled back well off their highs of the session and into negative territory.Currently, the major averages are just off their lows of the session. The Nasdaq is down 286.80 points or 1.2 percent at 22,824.66, the S&P 500 is down 52.86 points or 0.8 percent at 6,747.40 and the Dow is down 100.22 points or 0.2 percent at 48,014.04.The pullback seen as the da ...

【导读】科技股跳水，AI交易遇到利空 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 美股又跳水了 12月17日晚间，美股三大指数直线跳水，道指一度涨超200点，纳指跌超1%，标普500指数跌约0.7%。 | 最高: 48387.33 | 今开:48128.05 | 52周最高: 48886.86 | 量比：1.20 | | --- | --- | --- | --- | | 最低: 47991.15 | 昨收: 48114.26 | 52周最低: 36611.78 | 振幅: 0.82% | | 成交量：1.38亿股 | | | | 甲骨文发言人迈克尔·埃格伯特在声明中说："我们的开发合作伙伴Related Digital在多家竞争方案中选出了最合适的股权合作方，而这一次 并不是蓝猫头鹰。其股权交易的最终谈判正按既定进度和计划推进。" 甲骨文近来大手笔投入超大型数据中心，以支撑人工智能系统运转。这一激进扩张让这家云计算巨头站上了"AI热潮是否正在形成泡沫"的争 论中心。近几个月来，投资者愈发担心，涌入AI基础设施的数千亿美元资金最终会导致产能过剩。 受此消息影响，甲骨文股价一度暴跌近6%。过去三 ...

Market Overview - U.S. stocks experienced a decline, with the Nasdaq falling sharply due to investor pullback from major technology stocks, reflecting caution amid economic data suggesting slowing growth and uncertainty regarding Federal Reserve rate cuts [1][10] - The Nasdaq was down over 215 points, hovering near 22,896, while the S&P 500 slipped to 6,761, and the Dow remained relatively flat at 48,079, down just 0.07% [1][12] Technology Sector Performance - Selling pressure intensified in artificial intelligence and mega-cap tech stocks, with Nvidia dropping nearly 3%, Tesla sliding more than 1%, and Oracle sinking over 5%, resulting in billions in market value loss [2][8] - The decline in the Nasdaq was driven by heavy volume selling in chipmakers and AI-linked stocks, with Nvidia falling to around $172 and Oracle sliding to $178, marking its steepest single-day drop in weeks [3][14] - Investors are increasingly wary of crowded trades in AI leaders following significant rallies earlier in the year, leading to fast exits from riskier growth names amid hints of economic slowing or prolonged high interest rates [4][14] Economic Indicators - Fresh labor data heightened market anxiety, with the U.S. unemployment rate rising to 4.6%, the highest since 2021, and October payrolls showing a loss of 105,000 jobs, despite November job growth beating expectations [9][10] - The market is closely monitoring Federal Reserve officials' comments for insights on interest-rate policy, with attention turning to the upcoming U.S. CPI report that could influence stock direction [10]

on Oracle's AI ambitions on the heels of this new report now on the fate of a data center in Michigan. For that, we'll turn to Sema Modi. Uh, important story, Sema.>> It is, Carl. There have been these questions surrounding Oracle's 1 gigawatt data center in Michigan and who will finance this 10 billion dollar project following an FT report that suggests talks are breaking down. Oracle telling CBC that the FD story is incorrect and that its developments partner, Related Digital, selected the best equity par ...

Core Viewpoint - Oracle is facing challenges in financing its $10 billion data center project in Michigan, particularly after reports of negotiations breaking down with potential equity partners [2][3]. Financing and Partnerships - Oracle's development partner, Related Digital, has selected the best equity partner from a competitive group, which was not Blue Owl, and final negotiations are reportedly moving forward [2]. - Blue Owl opted not to pursue the Michigan data center project due to unfavorable debt terms and repayment structures, although it remains involved with two other Oracle data centers [3][5]. Market Concerns - There is growing concern in the market regarding the capital-intensive nature of developing data centers, especially as Oracle increases its use of debt to fund these projects [3][4]. - Investors are becoming more critical of the details and nuances of such deals compared to earlier in the year, reflecting a shift in sentiment towards evaluating return on investment [6]. Project Status - Despite the financing challenges, Oracle maintains that the project is not on hold and is in final discussions with various partners to move forward [7].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the company includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]

Group 1: OpenAI and Amazon Investment - OpenAI is reportedly in talks with Amazon to raise over $10 billion, which would value OpenAI at more than $500 billion and involve the use of Amazon's chips [3][37] - The investment aims to diversify Amazon's AI partnerships, especially as competitors like Anthropic pivot towards Google TPU for their workloads [7][30] Group 2: Oracle and Data Center Challenges - Oracle's Michigan data center project is facing funding challenges after talks with Blue Owl stalled, raising concerns about Oracle's role in the AI buildout [4][37] - Analysts suggest that Oracle's reliance on OpenAI for revenue growth could limit its ability to fund its data center expansion if OpenAI fails to meet its revenue targets [6][30] Group 3: Micron's Earnings and AI Impact - Micron is expected to report a 16% revenue increase, heavily tied to the demand for high bandwidth memory chips driven by AI applications [9][19] - Memory chip prices have surged, with DRAM prices increasing by 70% in the current quarter and projected to rise another 40% next quarter, impacting smartphone manufacturing costs [21][22] Group 4: Smartphone Market Forecast - The global smartphone market is projected to see a 2.1% decline in shipments next year, a significant shift from the 3% growth experienced this year, largely due to rising component costs and inflation [24][27] - Companies may face tough decisions on whether to absorb increased costs or pass them onto consumers, potentially leading to postponed upgrades [23][24] Group 5: Market Sentiment and AI Sector Dynamics - The AI sector is experiencing volatility, with concerns about capital expenditures and funding for projects like those involving Oracle and OpenAI [38][39] - The market is seeing a rotation in AI-related stocks, with a focus on diversification as companies navigate the complexities of the AI landscape [41][42]

芯片股集体走低，截至发稿，英伟达(NVDA.US)跌超2.6%，AMD(AMD.US)跌超2%，美光科技 (MU.US)跌0.24%，甲骨文(ORCL.US)跌超5%，博通(AVGO.US)跌超3.9%。消息面上，甲骨文在该公司 雄心勃勃的人工智能基础设施扩张计划上遭遇重大挫折，其最大的数据中心合作伙伴Blue Owl Capital已 决定不再支持一项价值100亿美元的数据中心项目。不过，甲骨文随后回应称，该项目的谈判仍然按计 划进行，整体推进情况符合预期。 ...