Data center transactions across Asia Pacific have surged in recent months as global tech giants from Amazon to Google scale up their digital footprints across the region. https://t.co/linFl3o1Zr https://t.co/IeZQAFNTXB ...

Amazon Analysis - Amazon is expected to experience a bounce at the open due to positive pre-market trading after a poor session on Wednesday [1] - The $240 level is critical for Amazon, and breaking above it could lead to higher price levels [1] Google Analysis - Google is anticipated to open slightly higher, but shows signs of exhaustion following a significant price increase after a court decision [2] - A pullback is expected soon, which may present a buying opportunity for investors willing to wait [2][3] - The trend line is currently at the $220 level, and a bounce from this level could be observed [3]

Oracle office in Santa Monica, CaliforniaRichard Vogel/AP Oracle's stock surged 36% after reporting record future revenue obligations. Jefferies sees more upside, lifting its stock price target to $360 on cloud and AI growth. Analysts point to Oracle's AI-fueled cloud expansion as a catalyst for more upside. Oracle posted blockbuster gains on Wednesday, and the rally may not be over, according to equity analysts at Jefferies. The surge in Oracle's stock price came after the software giant shocked ...

Tech giant Amazon.com Inc NASDAQ: AMZN closed around the $238 level on Tuesday, leaving it less than $5 shy of February’s all-time high. It’s been a strong couple of weeks for the stock, which had to deal with a post-earnings hangover at the start of August. Investors were quick to buy into that; however, with shares just now just below the $240 mark once again, they’re right to be nervous. Get Amazon.com alerts:That’s because this is the third time in this year alone that Amazon has pressed up against that ...

Group 1: Company Developments - Zoox, a subsidiary of Amazon.com Inc., launched a fully autonomous ride-hailing service using robotaxis on the Las Vegas Strip [1] - The company announced its first serial production facility in Hayward, California, capable of producing over 10,000 robotaxis annually [1] - The service currently offers free rides via mobile apps to various destinations in Las Vegas, with paid rides expected to follow pending regulatory approval [2] Group 2: Market Context - Las Vegas, with over 40 million annual visitors, provides an optimal environment for Zoox's autonomous ride-hailing service [2] - Zoox's vehicles are designed without steering wheels and pedals, accommodating four passengers in a carriage-style configuration [2] - The company has opened waitlists in San Francisco and is planning expansions to Miami and Austin [3] Group 3: Competitive Landscape - Zoox faces competition from Tesla and Waymo in the emerging robotaxi market [4] - Tesla has recently expanded its operations in Austin, while regulatory discussions regarding autonomous vehicles are ongoing [4] - Proposed legislation by Senator Josh Hawley aims to impose restrictions on fully autonomous vehicles, which could impact the market dynamics [5] Group 4: Stock Performance - Amazon's stock (AMZN) ended the day at $230.33, down 3.32%, with after-hours trading slightly increasing to $231.20 [5] - The company is showing solid momentum, ranking in the 76th percentile with a Growth score of 92.37 on Benzinga's Edge Stock Rankings [6]

Company Overview - Oracle's shares increased by approximately 36%, resulting in a market cap gain of $244 billion, bringing its total market value to $922 billion, making it the 12th most valued firm globally and on track to join the $1 trillion club [1][8] - The company's founder, Larry Ellison, saw his net worth rise by $88.5 billion in a single day, briefly surpassing Elon Musk as the world's richest billionaire, with a current net worth of $383 billion [5][8] Financial Projections - Oracle projects its cloud infrastructure revenue to grow from $10.3 billion in fiscal 2025 to $144 billion by fiscal 2030, with interim targets of $18 billion in fiscal 2026, $32 billion, $73 billion, and $114 billion in the following years [1][7][8] - The company has recently secured four multi-billion-dollar contracts, including a significant $300 billion contract with OpenAI for computing power over five years, marking one of the largest cloud contracts ever signed [6][8] Market Position - Oracle is emerging as a key provider in the cloud computing market, competing with major players such as Amazon, Microsoft, and Google, and is recognized as a significant enabler of AI technology [7][8] - Analysts from Bank of America have upgraded Oracle's stock to "buy" from "neutral," citing its "exceptional backlog" as a factor solidifying its position in the AI sector [8]

Core Insights - Oracle Corp. shares surged 35.95% in regular trading and an additional 1.42% in after-hours trading, reaching $333, following exceptional first-quarter fiscal 2026 results driven by record-breaking AI infrastructure demand [1][2]. Financial Performance - Remaining Performance Obligations (RPO) totaled $455 billion, marking a 359% increase year-over-year, driven by four multi-billion dollar contracts signed with three different customers [2]. - Cloud Infrastructure revenue reached $3.3 billion in Q1, up 55% year-over-year, while total cloud revenue hit $7.2 billion, growing 28% annually [4]. Growth Projections - Oracle projects Cloud Infrastructure revenue growth of 77% to $18 billion in fiscal year 2026, with aggressive expansion to $32 billion, $73 billion, $114 billion, and $144 billion over the next four years [3]. - MultiCloud database revenue from major partners grew an extraordinary 1,529% in the first quarter, with expectations for substantial growth in the coming years [5][6]. Analyst Reactions - Following the earnings report, analysts raised their price targets significantly, with Piper Sandler increasing from $270 to $330, and Bank of America upgrading the rating from Neutral to Buy with a new target of $368 [7]. Market Position - Oracle's market capitalization soared to $922.22 billion, making it the 12th most valuable publicly traded company globally, with a price-to-earnings ratio of 75.62 and a modest dividend yield of 0.61% [9].

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Market Overview - The market closed with mixed results, with the Dow down 0.5% or 220 points, while the NASDAQ composite and S&P 500 both reached record highs, gaining 0.06% and 0.3% respectively [2][3] - The technology sector saw significant gains, particularly with Oracle's stock rising 36%, contributing to a year-to-date increase of 97% [5][6] Sector Performance - The XLK technology ETF reached a record high for the first time in four weeks, driven by strong performance from Oracle [3] - Energy and utility sectors also performed well, each increasing by more than 1.5% [3] Company Highlights - Broadcom's market capitalization increased by over $100 billion, with its stock up 60% year-to-date [4] - Oracle's market cap is now approximately $230 billion, reflecting a substantial increase due to its stock performance [5] Investment Sentiment - Wall Street analysts are increasingly bullish, with Deutsche Bank raising its price target for the S&P 500 to 7,000 from 6,550, indicating confidence in continued market growth [6][7] - The ongoing capital expenditure (capex) spending, particularly in artificial intelligence, is seen as a key driver for the market rally [6][11] Economic Context - The S&P 500 is currently trading around 66,500, suggesting potential for further upside [7] - Concerns about inflation persist, with the Federal Reserve's inflation target being missed for over four years, leading to cautious expectations regarding interest rate adjustments [18][19] Corporate Strategy - AT&T is focusing on expanding its fiber network, aiming to reach 60 million households by the end of the decade, with a current reach of over 30 million [34][35] - The company is investing heavily in infrastructure, which is expected to improve cash flow characteristics significantly once completed [39][40] Future Outlook - Analysts suggest that the AI theme remains critical for U.S. equities, with a focus on technology and software sectors for investment [21][24] - The market is expected to continue its upward trajectory, driven by strong corporate earnings and strategic investments in technology [24][26]

AI Demand & Capacity - AI供应链中的每个参与者都面临产能限制，需求超过了供应能力 [3][4] - 对消费者和企业AI服务的需求持续存在，满足需求仍然是一个挑战 [6] - 许多首席财务官表示，在内部部署AI已带来实际的生产力提升 [6] Infrastructure & Beneficiaries - 目前仍处于AI基础设施建设阶段，基础设施提供商受益 [7][8] - 半导体行业和云计算公司（如谷歌云）是主要受益者 [8] - 谷歌云的积压订单可能在未来两年内转化为接近其当前收入两倍的收入 [8] Digital Advertising Disruption - AI可能对数字广告行业产生颠覆性影响，广告的创建、投放和衡量将更多地由AI系统完成 [10] - 利润池可能从传统广告系统转移到数字广告生态系统，规模高达3000亿美元 [11] - Meta等公司在收入增长方面看到了持续的势头 [11]