帮主郑重：甲骨文单日暴涨40%！埃里森一天狂赚近千亿，要抢马斯克首富宝座？

Core Viewpoint - Oracle's stock surged over 40% at market open, marking its largest single-day increase in over two decades and reaching a market capitalization close to $950 billion, surpassing established giants like Eli Lilly, Walmart, and JPMorgan Chase [1][3]. Group 1: Financial Performance - The significant stock price increase was driven by Oracle's recent earnings report, which highlighted strong expectations for its cloud business, projecting a 77% revenue increase in cloud infrastructure to $18 billion for fiscal year 2026, exceeding Wall Street's expectations [3]. - Oracle's "remaining performance obligations," which represent contracted revenue not yet recognized, surged 359% year-over-year to $455 billion, indicating substantial future revenue assurance [3]. - Analysts responded positively, with Jefferies raising Oracle's target price from $270 to $360, citing the impressive performance of remaining performance obligations as evidence of accelerating business growth [3]. Group 2: Market Impact - The stock surge resulted in a record wealth increase for Oracle's co-founder, Larry Ellison, whose net worth rose by nearly $100 billion in a single day, approaching $393 billion, setting a record for the largest single-day wealth increase [4]. - The market's excitement is attributed to the growth expectations in Oracle's cloud business and the substantial backlog of orders, which provide confidence in the company's future performance [5].