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S&P 500: Eyes Set on PPI Data as Tech Stocks Support Market Momentum
Investing· 2025-09-10 07:36
Market Analysis by covering: S&P 500, Oracle Corporation, Apple Inc, Crude Oil WTI Futures. Read 's Market Analysis on Investing.com ...
星环科技累亏14.74亿元拟赴港上市 第二大股东套现6835万元又拟减持3%
Chang Jiang Shang Bao· 2025-09-10 07:14
长江商报奔腾新闻记者沈右荣 曾经押注星环科技(688031.SH)的腾讯,计划再减持。 星环科技的核心团队带有鲜明的"英特尔基因",其创始人孙元浩1977年生于江苏常州,26岁时加入英特 尔,从技术员逐步晋升至数据中心软件部亚太区CTO,也是英特尔Hadoop发行版的创始人。2013年, 孙元浩辞去英特尔高薪职位,瞄准自主可控的大数据基础软件赛道创办星环科技。 此外,星环科技的执行董事及副总裁吕程,2008年6月至2013年6月期间担任英特尔亚太研发有限公司软 件工程师,目前主要负责星环科技研发和技术的整体管理;董事朱珺辰也曾于2011年4月至2013年12月 任职英特尔亚太研发有限公司软件工程师。董事吕程于2008年7月至2013年5月曾任英特尔工程师。 9月8日晚,星环科技发布公告,近日,公司收到股东林芝利创信息技术有限公司(以下简称"林芝利创") 出具的告知函,因股东自身安排,林芝利创拟根据市场情况减持其所持有的公司股份合计不超过363.39 万股,即不超过公司总股本的3%。 目前,林芝利创持有星环科技933.34万股股份,占公司股份总数的7.71%,为公司第二大股东。 林芝利创成立于2015年10月, ...
Leading European Bus and Coach Operators Standardise on Samsara to Improve Safety across Passenger Transit
Businesswire· 2025-09-10 07:00
Core Insights - Samsara Inc. is becoming the preferred choice for bus and coach operators across Europe to enhance safety, efficiency, and passenger experience [1] Company Overview - Samsara is recognized as a pioneer in the Connected Operations® Platform, indicating its leadership in providing technology solutions for transportation [1] Industry Trends - There is a growing trend among passenger transit fleets, including double-decker buses and luxury coaches, to adopt Samsara's solutions for protecting drivers, passengers, and communities [1] - The adoption of Samsara's platform reflects a broader industry movement towards standardization in operational safety and efficiency [1]
云业务预期爆表,甲骨文盘后大涨28%,“AI信仰”再掀狂澜!
Sou Hu Cai Jing· 2025-09-10 06:23
这一番亮瞎眼的数据,顿时激起了资本市场的"千层浪"。 业内人士指出,甲骨文近一段时间以来在AI与云计算领域动作频频。公司此前宣布与OpenAI签约,共同在美国开发超大容量的数据中心。不仅如此,包括 马斯克旗下的AI新势力xAI、Meta在内的一众科技巨头都已成为公司云计算客户,连云服务竞争对手谷歌的Gemini人工智能模型都将在甲骨文的云基础设施 上运行。 而本次财报中,最新业绩与展望指引凸显出长期以来以数据库软件闻名的甲骨文正在加速跻身云计算服务超级巨头。 不少投资者们愈发坚信,公司或因AI数据中心热潮"焕发第二春",成为人工智能热潮的主要受益者之一。未来在云计算领域,公司的市场份额甚至将比肩亚 马逊AWS与微软Azure。 财报公布后,也引发资本市场疯狂押注。最新数据显示,美股甲骨文盘后飙涨超28%至310美元/股。 当地时间9月9日,美股的老牌科技巨头甲骨文(ORCL.US)发布截至8月31日的2026财年第一财季报告。 报告期内,公司录得总营收149亿美元,同比增长约12%,低于市场预期,其中云基础设施(IaaS)营收33亿美元;公司GAAP净利润为29亿美元;第一财季 调整后每股收益为1.47美元, ...
甲骨文爆了,这些数字和图表让市场和AI交易疯狂
硬AI· 2025-09-10 06:22
公司首席执行官Safra Catz发布声明宣布,公司在第一财季签订了数份价值数十亿美元的巨额合同,这使 得公司的积压订单量猛增。同时,预计甲骨文云基础设施业务在本财年将增长77%,高于此前70%的预 测,达到180亿美元。 甲骨文庞大的RPO(剩余履约义务)和炸裂的云收入指引共同点燃市场情绪。其RPO本季度同比大增359%,达4550亿 美元;云基础设施(OCI)业务收入预计将在未来四年分别攀升至320亿美元、730亿美元、1140亿美元和1440亿美元, 远超市场预期。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 甲骨文向市场证明,在AI驱动的狂热中,未来的承诺远比当前的业绩更具吸引力。 尽管这家软件巨头刚刚公布的Q1业绩未能达到预期,但其股价却在盘后交易中飙升, 原因在于公司与 OpenAI签下的一笔巨额交易让订单额出现大幅增长,并对云基础设施业务给出了激进的增长预期。 消息公布后,甲骨文盘后大涨27%创历史新高,使其成为首家市值超过5000亿美元、且单日涨幅超过25% 的美国公司。这清晰地表明,在当前的投资环境中, 围绕AI构建的宏大叙事,其权重已经压倒了传统的财 务指标,投资者愿意为增长前景支付高 ...
Oracle shares rise 31% on $500-billion cloud revenue prospects
Reuters· 2025-09-10 06:20
Core Viewpoint - Oracle's shares increased by 31% in Frankfurt following the announcement that its Oracle Cloud Infrastructure business is expected to exceed half a trillion dollars in booked revenue [1] Company Summary - Oracle's Cloud Infrastructure business is projected to surpass $500 billion in booked revenue [1]
Stonebranch Acquires HONICO to Strengthen Leadership in SAP Automation
Businesswire· 2025-09-10 06:00
Core Insights - The article discusses a strategic acquisition that combines deep SAP expertise with enterprise orchestration capabilities, aimed at helping enterprises modernize their operations across hybrid IT environments [1] Group 1 - The acquisition is positioned to enhance operational modernization for enterprises, indicating a focus on improving efficiency and integration within hybrid IT systems [1] - The collaboration leverages specialized knowledge in SAP, suggesting a strong emphasis on enterprise resource planning and management solutions [1] - The move reflects a broader trend in the industry towards integrating advanced technologies to streamline business processes and adapt to evolving IT landscapes [1]
Jim Cramer Says Adobe “Has Fallen Dramatically Out of Favor”
Yahoo Finance· 2025-09-10 04:10
Adobe Inc. (NASDAQ:ADBE) is one of the stocks in focus in Jim Cramer’s game plan for this week. During the episode, Cramer said that the company “got the best product,” but it might not be enough to push the stock upward. He commented: “However, I am not sure about the stock of a one-time fave of mine, Adobe, which has fallen dramatically out of favor, not unlike Salesforce, which reported a big upside earnings surprise this week, but it meant nothing for the stock ostensibly because it didn’t lift guidan ...
US stocks inch to more records as inflation slows and Oracle soars
Yahoo Finance· 2025-09-10 03:19
NEW YORK (AP) — Wall Street inched to more records on Wednesday following a surprisingly encouraging report on inflation and a stunning forecast for growth from Oracle because of the artificial-intelligence boom. The S&P 500 rose 0.3% and set an all-time high for a second straight day. The Dow Jones Industrial Average dropped 220 points, or 0.5%, and the Nasdaq composite edged up by less than 0.1% after both likewise set records the day before. Stocks have hit records in large part because Wall Street is ...
Stock market today: Dow falters while S&P 500, Nasdaq eye fresh records as Oracle lifts AI hopes
Yahoo Finance· 2025-09-09 23:31
US stocks eyed fresh all-time highs on Wednesday as Oracle's (ORCL) blowout revenue forecast lifted AI hopes, as Wall Street waited for a wholesale inflation reading seen as unlikely to reset rate-cut bets. Futures on the S&P 500 (ES=F) climbed 0.3%, while those on the Nasdaq 100 (NQ=F) edged up 0.2%, on the heels of record closing highs. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech stocks, slipped 0.2%. Oracle stunned Wall Street as its CEO said its cloud revenue will ...