Core Viewpoint - The stock price of Oracle Corporation surged in September due to the AI boom, briefly making founder Larry Ellison the world's richest person, but has since declined significantly, leading to a substantial decrease in his wealth and a drop in his ranking on the Bloomberg Billionaires Index [1][3]. Group 1: Stock Performance and Wealth Impact - In September, Oracle announced a surge in demand for its AI cloud infrastructure, causing its stock to rise by 36% in one day, adding $89 billion to Ellison's wealth, marking the largest single-day increase in the history of the Bloomberg Billionaires Index [5]. - Since reaching its peak in September, Oracle's stock has fallen for six consecutive weeks, dropping approximately 40% from its historical high, which has resulted in a $130 billion decrease in Ellison's wealth [7]. - As of the 23rd, Elon Musk is the world's richest person with a net worth of $422 billion, followed by Larry Page at $257 billion, and Larry Ellison at $253 billion [3]. Group 2: Market Concerns and Future Prospects - Oracle's AI strategy heavily relies on OpenAI, with expectations of generating hundreds of billions in revenue over the next few years, a figure that significantly exceeds OpenAI's current revenue levels, raising market skepticism [5]. - There are growing concerns regarding Oracle's increasing dependence on debt financing, which may impact its financial stability moving forward [7]. - In contrast, Alphabet, Google's parent company, has seen its stock rise nearly 60% this year, contributing to an increase of nearly $90 billion in Larry Page's wealth [7].
美国甲骨文公司股价暴跌,创始人埃里森财富缩水约1300亿美元