他当了一小时世界首富

Core Viewpoint - Oracle's stock surged dramatically following the release of its earnings report, highlighting the company's strong performance in the AI sector, particularly through a significant partnership with OpenAI, despite some underlying financial concerns [4][7][8]. Financial Performance - Oracle's latest quarterly revenue reached $14.06 billion, a 9% year-over-year increase, although it slightly missed market expectations of $14.1 billion [7]. - The company's adjusted earnings per share were $1.47, below the anticipated $1.48 [7]. - The backlog of unfulfilled orders soared to $455 billion, marking a 359% increase year-over-year, with $317 billion added in the first quarter alone [7][8]. Market Reaction - Following the earnings report, Oracle's stock price increased by 36%, resulting in a market capitalization boost of $244 billion (approximately 1.75 trillion RMB) [4]. - This surge, while impressive, did not set a new record for the largest single-day market cap increase, which remains with Nvidia [4]. AI and Future Projections - Oracle's cloud infrastructure revenue grew by 52% year-over-year to $2.4 billion, with expectations of reaching $18 billion by the end of the fiscal year [7]. - A notable catalyst for Oracle's growth is a $300 billion computing power procurement agreement with OpenAI, set to begin in 2027 [8]. - The market is currently pricing in this long-term contract, which is unusual for the tech sector, as such forecasts typically focus on shorter time frames [8]. Leadership and Controversies - Larry Ellison, Oracle's co-founder, has a history of controversial statements and business practices, which have raised questions about the company's future under his leadership [11][12]. - Despite past financial controversies, including lawsuits and allegations of financial mismanagement, Oracle continues to thrive in the current market environment [13].