美股IPO·2025-09-14 16:03Core Viewpoint - The article highlights the significant rise of "AI shovel sellers," particularly focusing on the second-tier players, Oracle and Broadcom, as they benefit from the AI boom and the increasing demand for cloud services and chips [3][5]. Group 1: Oracle's Performance - Oracle's recent earnings report showed adjusted revenue of $14.93 billion and earnings per share of $1.47, slightly below market expectations, yet the stock surged 28% post-announcement, marking its largest single-day gain since 1999 [7]. - The explosive growth in Oracle's Remaining Performance Obligations (RPO), which increased by 359% year-over-year to $455 billion, indicates strong future revenue potential [7][9]. - Oracle's cloud infrastructure revenue reached $3.3 billion, a 55% year-over-year increase, while total cloud revenue (IaaS + SaaS) hit $7.2 billion, growing 28% [8]. Group 2: Broadcom's Position - Broadcom is seen as a hidden giant in the AI space, with its ASIC chips complementing NVIDIA's GPUs, focusing on specific inference tasks and data center networking [14][16]. - Broadcom's recent quarterly revenue was $15.95 billion, a 22% year-over-year increase, driven by AI business and VMware integration [18]. - The AI segment contributed $5.2 billion in revenue, reflecting an 8% quarter-over-quarter growth, with major clients including Google, Meta, and ByteDance [19]. Group 3: Market Trends and Outlook - The AI investment trend is expected to continue driving stock market indices higher, with the S&P 500 reaching new highs despite seasonal effects typically unfavorable in September [3][23]. - Analysts predict a 7% growth in earnings per share for the S&P 500 this year and next, supported by a strong financial environment and ongoing AI investment enthusiasm [24].