Zhi Tong Cai Jing·2025-09-10 14:30Core Insights - CoreWeave (CRWV.US) stock surged over 20%, reaching $120.19, driven by Oracle's (ORCL.US) earnings report [1] - Oracle projects its cloud infrastructure revenue to reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [1] - Oracle anticipates revenue growth for the following four fiscal years, estimating $32 billion, $73 billion, $114 billion, and $144 billion respectively [1] Related Companies - Nebius (NBIS.US) continued its upward trend despite a stock issuance announcement, initially dropping over 5% pre-market but ultimately rising over 2% to $97.47 [1] - Microsoft (MSFT.US) signed a $17.4 billion cloud services agreement with Nebius, contributing to its stock performance [1]