云业务前景持续引爆市场，甲骨文创始人埃里森成世界首富

Core Insights - Oracle's stock surged nearly 43% on September 10, driven by the AI data center boom and a doubling of future cloud business growth targets, resulting in co-founder Larry Ellison's wealth increasing by nearly $100 billion in a single day, setting a record for the largest single-day wealth increase in history [1] - Following this surge, Ellison's wealth reached $393 billion, surpassing Elon Musk to become the world's richest person, with a subsequent increase to $401.9 billion, marking him as the second individual to exceed $400 billion in net worth [1] Financial Performance - For the first quarter of fiscal year 2026, Oracle reported total revenue of $14.9 billion, an 11% year-over-year increase at constant currency, with cloud infrastructure revenue of $3.3 billion, reflecting a 54% growth at constant currency [2] - The net profit under GAAP was $2.9 billion, showing a 4% decline year-over-year at constant currency [2] Future Growth Projections - CEO Safra Catz projected that cloud infrastructure revenue will grow by 77% in fiscal year 2026, reaching $18 billion, with subsequent growth expected to reach $32 billion, $73 billion, $114 billion, and $144 billion over the next four years, representing an eightfold increase from current levels [4] - Ellison emphasized the transformative impact of AI, noting that Oracle's AI database will enable clients to run large language models like Gemini, ChatGPT, or Grok directly [4] Analyst Sentiment - Analysts were impressed by Oracle's optimistic outlook, with Jefferies raising the target price from $270 to $360, citing significant growth potential in cloud business and backlog of orders [5] - The competitive landscape for the title of the world's richest person intensified, as Tesla's stock declined by 14% this year, contrasting with Oracle's stock performance [5]