Nvidia recently predicted that companies' AI infrastructure spending may reach as much as $4 trillion by the end of the decade, so it's clear the growth opportunity for Nebius is far from over. Of course, the company faces competition from major cloud service providers such as Amazon 's Amazon Web Services as well as younger AI-focused players like CoreWeave . This represents a risk, but if demand continues as expected and Nebius attracts major customers like Microsoft, the company could generate significan ...

Key Points South Korea's Coupang is expanding into cloud computing with a rebranded service. The company is investing in AI tools to improve its e-commerce fulfillment network. With its long growth runway, the stock looks cheap for investors looking to buy today. These 10 stocks could mint the next wave of millionaires › Long-time investors in Amazon have gained generational wealth. A company that may be following in its footsteps is Coupang (NYSE: CPNG). The South Korean technology giant has bui ...

Core Insights - Nvidia's stock is experiencing an upward trend due to Oracle's cloud computing backlog, which is expected to lead to significant investments in artificial intelligence chips [1] Company Summary - Oracle's cloud computing backlog is anticipated to result in substantial spending on AI chips, benefiting Nvidia [1]

Core Insights - Oracle is experiencing significant growth, with projections indicating that its cloud computing revenue will increase by 77% to $18 billion this year and could reach $144 billion annually by 2030, driven by major deals including a five-year, $300 billion agreement with OpenAI [2][3] Company Performance - Oracle's remaining performance obligations (RPOs), which represent contracted revenue not yet realized, have surged to $455 billion, marking a 359% increase from the previous year [3] - Analysts have expressed astonishment at Oracle's performance, with comments highlighting the company's strong position in the market [3] Industry Context - Oracle is positioned as a key supplier in the artificial intelligence sector, differentiating itself from competitors like Microsoft, Google, and Amazon by focusing on unique technology and system integration rather than physical infrastructure [3] - The AI industry is expected to invest heavily, as indicated by OpenAI's projected revenue of $10 billion this year against a $60 billion payment obligation to Oracle under their deal [3] - Oracle is prioritizing growth over immediate profitability, reflected in its high debt-to-equity ratio of 427% and significant capital expenditures of $27 billion compared to its $21 billion operating cash flow [3]

The U.S. stock market is poised for a pivotal day on Thursday, September 11, 2025, with investors keenly awaiting the release of the August Consumer Price Index (CPI) report. This crucial economic data point is expected to heavily influence expectations regarding the Federal Reserve's next move on interest rates, particularly after a surprisingly soft wholesale inflation report yesterday. Premarket trading activity indicates a cautious but generally positive sentiment, with major index futures showing sligh ...

OpenAI has committed to a $300bn cloud computing contract with Oracle, expected to last nearly five years, according to a report by the Wall Street Journal citing undisclosed sources. This deal represents one of the largest cloud agreements in history. It indicates a significant investment in AI data centres amid discussions about potential market saturation, according to the publication. Scheduled to commence in 2027, the contract requires Oracle to provide 4.5 gigawatts (GW) of power capacity. This dem ...

Alibaba Group Holding plans to raise US$3.2 billion by selling zero-coupon convertible senior notes, part of moves to fund its cloud and international e-commerce operations, according to a stock exchange filing on Thursday. The zero-coupon convertible senior notes - which mature on September 15, 2032 - would be sold via a private offering to non-US investors, the filing said. The US dollar-denomi denominated notes will not pay any interest but will allow bondholders to exchange the notes into US-listed sh ...

Group 1 - The article highlights that Nebius has priced a stock-market offering at a 44% premium following a significant cloud deal with Microsoft, indicating a rapid adjustment in market earnings expectations in the context of AI advancements [1]

Company Overview - Oracle Corporation (NYSE: ORCL) is a leading technology company based in Austin, known for its cloud business and strong market presence [1][5]. Financial Performance - For the latest quarter, Oracle reported adjusted earnings of $1.47 per share, slightly below the estimated $1.48, with revenue reaching $14.93 billion, just shy of the forecasted $15.04 billion. However, revenue increased by 12% year-over-year, and net income remained steady at $2.93 billion [5]. Growth Projections - Oracle's cloud infrastructure segment is projected to grow significantly, with expectations of soaring 77% this fiscal year to $18 billion, up from $10 billion the previous year [6]. - Long-term goals include achieving $32 billion in revenue by fiscal 2027 and $144 billion over the next decade [7]. Market Sentiment - Following Oracle's optimistic forecasts, investor sentiment improved, leading to a share price increase of over 28%. Jefferies analyst Brent Thill raised the price target for Oracle from $270 to $360 [7]. - The average 12-month target price from 34 analysts on TipRanks is $263.93, indicating a potential upside of approximately 9.3% from current levels [8]. Stock Performance - John Boozman, a U.S. senator, invested in Oracle stock on April 16, 2025, and has seen a nearly 160% increase, with the stock price rising from $129.76 to $333 as of September 11 [2].

金山云美股盘前涨超3%。消息上，花旗发表研究报告指，金山云来自小米的人工智能相关需求较预期 强劲，因此上调金山云2025及2026年的收入预测3%和1%，并维持2027年预测。 该行将金山云美股目标价由19美元调升至20美元，维持"买入"评级。该行认为，公司受人工智能运算需 求及利润改善趋势带动，公有云业务表现强劲。(格隆汇) | KC | | | | --- | --- | --- | | 15_880 + -0.300 -1.85% | | 收盘价 09/10 16:00 美东 | | 16.400↑ 0.520 +3.27% | | 盘前价 09/11 04:39 美东 | | 三 72 24 华 S 9 月 ♥ 白选 | | ● 快捷交易 | | 最高价 16.530 | 开盘价 15.760 | 成交量 464.81万 | | 最低价 15.683 | 昨收价 16.180 | 成交额 7454.54万 | | 平均价 16.037 | 市盈率TTM 亏损 | 总市值 43.4亿 (m) | | 振 幅 5.24% | 市盈率(静) 亏损 | 总股本 2.73亿 | | 换手率 3.28% | 市净 ...