Oracle(US:ORCL) 智通财经网·2025-09-16 07:06Group 1 - The S&P 500 index has seen a cumulative increase of over 31% in the past five months, marking one of the strongest rebounds in nearly 20 years, second only to the rebounds during the 2008 financial crisis and the pandemic [1] - Investors in major U.S. index-tracking ETFs experienced significant gains last week, driven primarily by expectations of an interest rate cut by the Federal Reserve and strong earnings reports from companies involved in artificial intelligence (AI) [3] - Oracle's earnings report, which exceeded expectations and provided a confident outlook, led to a surge in its stock price by over 40%, significantly impacting the financial markets and making its founder the world's new richest person [3] Group 2 - Despite many analysts asserting that a market bubble exists, the stock market continues to rise, prompting comparisons between the current AI boom and historical booms in railroads, telecommunications, and shale oil [5] - Multiplo Invest believes that the current era is witnessing a genuine industrial revolution driven by AI, which is expected to enhance productivity and fuel economic growth [6] - The comparison of ChatGPT to the launch of Netscape highlights the potential for further asset price increases, suggesting that investors who focus solely on the notion of a bubble may miss out on opportunities [9][11] Group 3 - Multiplo Invest emphasizes the high likelihood of the Federal Reserve initiating an interest rate cut, with historical data showing that the S&P 500 index has averaged a 9.8% increase in the 12 months following such cuts when the market is near all-time highs [12] - The current S&P 500 index is approximately 6,600 points, and if the average increase of 9.8% is applied, the target for the index could reach 7,247 points by September 2026 [14] - The firm maintains a bullish outlook on major U.S. indices, reiterating a buy recommendation for S&P 500 and similar assets [20]