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Nvidia CEO Jensen Huang has dramatically reset investor expectations around the company's OpenAI investment, clarifying that the "$100 billion†figure was "never a commitment.†Speaking to reporters i... ...

丰业银行将云安全公司Datadog的目标价从217美元下调至180美元，以反映该公司在OpenAI方面的营收 风险，维持"跑赢大市"评级。(格隆汇) ...

Group 1 - The article discusses the advancements in space solar power technology, highlighting its potential to surpass terrestrial energy solutions [1] - It mentions the ambitious goal of achieving 30GW of power generation through OpenAI's initiatives over the next five years, indicating a significant shift in energy production paradigms [1] - The tone suggests a sense of overwhelming change in the energy landscape, with space solar power being positioned as a revolutionary force compared to traditional methods [1] Group 2 - There is a commentary on the challenges faced by AI and energy sectors, implying that current energy resources are becoming insufficient [2] - The phrase "电烧干了" suggests a critical view on the sustainability of current energy consumption practices, indicating a potential crisis in energy availability [2]

I am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have completed the ACA Certificate Level. My expertise lies in financial analysis, risk management, data analysis using SQL, Python, and machine learning tools. I have worked in diverse roles, from assurance to financial analysis and trade operations, across leading firms like EY, PwC, Alpha Bank, and ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aeros ...

Core Insights - The article emphasizes the importance of data-driven analysis in identifying investment opportunities within the aerospace, defense, and airline sectors [2]. Group 1: Analyst Background - Dhierin-Perkash Bechai is a specialized analyst in the aerospace, defense, and airline industries, leveraging a background in aerospace engineering to provide insights [2]. - The investing group, The Aerospace Forum, aims to uncover investment opportunities in these sectors, highlighting significant growth prospects [2]. Group 2: Services Offered - The Aerospace Forum provides access to evoX Data Analytics, an in-house developed data analytics platform, enhancing the research capabilities for investors [1][2]. - The group offers direct access to data analytics monitors, which support informed investment decisions [2].

Core Viewpoint - Oracle is facing high expectations for its upcoming earnings report, particularly regarding its cloud revenue and operating profit margins, amidst significant capital expenditure growth and a substantial debt load [2][3][11]. Financial Expectations - The consensus expects Oracle to report approximately $8 billion in cloud revenue and $16 billion in total revenue, with an operating profit of around $7 billion [3]. - Capital expenditures (capex) were $21 billion last year and are projected to rise to $35 billion this year and nearly $50 billion next year [4]. Debt and Financial Health - Oracle is characterized as a "levered bet" with a significant amount of liabilities on its balance sheet, which are expected to continue growing [5]. - There is concern regarding whether Oracle can sustain its operating profit margin growth to support its increasing capex and debt obligations [11]. Management and Strategic Direction - The upcoming earnings call will be the first opportunity for the new management team to present their vision and strategy for Oracle [7]. - Larry Ellison's influence is considered significant in guiding the company's future growth and maintaining key relationships [13]. Market Sentiment and Stock Performance - Oracle shares have outperformed the S&P 500 year-to-date, but the overall trajectory shows volatility, indicating potential market tension regarding future performance [14]. - The stock is viewed as sensitive to macroeconomic factors, particularly interest rate changes, which could impact its risk profile [15]. Future Outlook - A dovish shift in Federal Reserve policy could serve as a catalyst for Oracle's stock, especially if interest rates are cut [16]. - The upcoming date of December 10th is critical, as it will feature both the Fed's rate decision and Oracle's earnings results, which could significantly influence market sentiment [18].

RT Phil Rosen (@philrosenn)Dan Ives says the AI revolution has YEARS to go.I sat down with @DivesTech to discuss dot-com flashbacks, what Wall Street doesn't understand, deciding when to sell stocks, his warning for bears heading into 2026, and his views on Palantir, Google, Microsoft OpenAI and more.Dan brought the heat in this episode of FULL SIGNAL. It's a must watch.0:00 - AI's 1996 moment1:09 - Chip factories in Asia2:50 - Warning to bears4:46 - Picking stocks6:51 - Why it's early for AI9:00 - $PLTR11: ...

Core Viewpoint - Foxconn's agreement with OpenAI does not include any purchase commitments [1] Group 1 - The agreement between Foxconn and OpenAI is focused on collaboration rather than financial obligations [1]