Oracle(US:ORCL) 智通财经网·2025-06-19 09:22Group 1 - The core viewpoint indicates that the App Store's net income has increased by 12.5% year-to-date, surpassing Morgan Stanley's second-quarter forecast by 150 basis points, and reflecting a 40 basis point outperformance in the services business [1] - Morgan Stanley has raised its global cloud capital expenditure forecast for 2025 to $406 billion, representing a 43% year-on-year growth, which is an increase of 4 percentage points from the previous month [1] - The growth in cloud capital expenditure is driven by upward revisions from Oracle and Alibaba, indicating ongoing expansion in the cloud computing sector and strategic investments by industry giants [1] Group 2 - In the personal computer sector, the latest order delivery data for notebook ODMs shows a slight upward trend in second-quarter shipments, but there is high uncertainty regarding demand in the second half of 2025, leading to a cautious outlook for the third quarter [2] - Specifically, third-quarter notebook shipments are projected to be 10% lower than expected, with ODM order delivery volumes below normal seasonal levels [2] - The report also highlights a positive trend in IBM's consulting job postings, which have increased by 33% since the end of the first quarter, with a rolling 90-day average up by 36% [2]