Group 1 - Oracle's stock price surged by 35.95% on September 10, reaching a historical high, driven by optimistic cloud business growth prospects and significant partnerships with tech giants like OpenAI [1] - The company expects its cloud infrastructure revenue to grow by 77% this fiscal year, reaching $18 billion, and further increasing to $144 billion by 2030, boosting market confidence despite slightly lower-than-expected Q1 FY2026 revenue [1] - Oracle's contracts signed in Q1 increased to $455 billion, a 359% year-over-year growth, highlighting the market's high expectations for future growth driven by AI [1] Group 2 - Oracle is actively procuring NVIDIA GPUs to enhance its cloud computing capabilities, which strengthens its competitive position and boosts market valuation [2] - The company plans to increase capital expenditures in cloud infrastructure to approximately $35 billion by 2026, indicating significant growth potential and ambitious transformation plans [2] - Oracle's strategic investments in AI and cloud computing are expected to create substantial returns for shareholders in the long term, despite potential short-term challenges [2]
美股异动|甲骨文股价狂飙创历史新高云业务与AI合作引爆市场热情
Xin Lang Cai Jing·2025-09-11 00:32