智通财经网·2025-09-10 14:33Core Viewpoint - CoreWeave's stock price surged over 20% to $120.19, driven by Oracle's optimistic cloud infrastructure revenue forecast for fiscal year 2026, projected to reach $18 billion, a nearly 77% increase from $10.3 billion in fiscal year 2025 [1] Group 1: Company Performance - Oracle anticipates cloud infrastructure revenue to grow significantly over the next four fiscal years, reaching $32 billion, $73 billion, $114 billion, and $144 billion respectively [1] - CoreWeave's stock performance reflects positive market sentiment towards AI cloud infrastructure companies following Oracle's earnings report [1] Group 2: Market Reactions - Nebius's stock, despite a prior announcement of a stock issuance leading to a pre-market drop of over 5%, managed to rise over 2% to $97.47 after signing a $17.4 billion cloud services agreement with Microsoft [1]