甲骨文公司股价开盘后涨幅迅速扩大至40%，总市值接近9500亿美元，一日增加2700亿美元。 ...

9 September 2025 | 6:19PM HKT China Software: Jul revenues growth at 14.0% YoY while MoM down post strong Jun; AI productivity tools outperformed China software industry growth in July was up 14.0% YoY (vs. May/ Jun 2025 at +12.6%/ 14.9% YoY), sustaining at similar growth YoY from the prior month, leading aggregate 7M25 revenues +12.3% YoY (vs. 7M24 at 11.2% YoY). We expect to see improving spending and better seasonality in coming months, supported by stronger software contracts in 2Q and encourage policie ...

September 10, 2025 04:01 AM GMT Oracle Corporation | North America 1Q26 Results – Tectonic Shift in Business Model framework An extraordinary $332 billion in bookings in Oracle's Q1 represents not only the biggest bookings number we've ever seen in software, but a fundamental shift in the business model towards Data Center Operator. Despite gross margin headwinds, out-year EPS targets are likely to move materially higher. ** = Based on consensus methodology § = Consensus data is provided by Refinitiv Estima ...

如何实现智能协同？这正是当前矿山智能化亟待解决的问题之一。 长期以来，由于设备品牌繁杂、操作系统不统一，矿山企业普遍存在"数据孤岛"现象。而鸿蒙系统凭借 分布式架构和统一联接能力，正打破这一困境。远程控制、多屏协同等以往概念中的场景，正借鸿蒙系 统的分布式能力走向现实。杨霖生动地比喻：矿鸿操作系统让矿山设备说"普通话"，通过统一架构与标 准协议，让不同品牌、不同型号的设备真正实现互联互通。 随着华为和像际安电气一样的矿鸿生态合作伙伴进一步深化合作，推动矿鸿操作系统在能源装备智能 化、互联化、协同化的应用，鸿蒙生态将助力更多本土能源企业融入数字化浪潮，打造智能矿山新标 杆，为资源型城市发展新质生产力提供保障。（贾奕） 数智化转型浪潮下，资源型城市如何培育新质生产力？能源产业又应如何把握机遇实现转型升级？9月9 日，华为中国行2025·山西新质生产力大会在长治市召开。华为三方使能产品线总经理杨霖分享了鸿蒙 生态赋能产业升级的实践与思考。 作为资源型城市，煤矿智能化是长治能源产业转型的核心方向。"数智化转型不是选择题，而是必答 题。"杨霖开门见山："鸿蒙操作系统不仅是华为自主研发的全场景分布式操作系统，更是推动数智 ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.In my previous post on ServiceNow (NYSE: NOW ), I reiterated my “buy” rating on the stock as the company continued to see strong enterprise momentum in Q2 FY25 , whileAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest ca ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.In my previous post on ServiceNow (NYSE: NOW ), I reiterated my “buy” rating on the stock as the company continued to see strong enterprise momentum in Q2 FY25 , whileAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest ca ...

Joining me right now, SWAB Network's Sam Botis is here. Yes, Synopsis are moving to the downside in a big big way this morning. Nicole, down over 30% in trade today off the back of missing expectations on its report card.So, it earned an adjusted $3.39% a share on sales of $1.74% billion, worse than the street had anticipated. Also providing softer guidance than what the street had been modeling. So as far as what the company has been saying, it did say that it was a transformational quarter.They talked abo ...

Oracle shares surged nearly 40% Wednesday – on track for its best day since 1999 – on jaw-dropping projections that the software giant will reap half a trillion dollars in the future from its AI business.In the first quarter, Oracle signed four multibillion-dollar contracts with three separate customers, CEO Safra Catz said in an earnings release on Tuesday.“We have signed significant cloud contracts with the who’s who of AI, including OpenAI, xAI, Meta and many others,” Catz said during a call with investo ...

We have senior markets correspondent Kevin Green with us. Um also taking a look at the big picture on the market. I will mention Oracle folks is up 32% now.Good morning Kevin. What are you watching here. Well obviously Nicole as you kind of talked about Oracle leading the way here for technology and we are seeing the technology sector right now up over 1% in today's session.That's really kind of keeping us afloat here as we do have some defensive rotation also taking place here today. utilities catching a l ...

Core Insights - Synopsys Inc. shares fell 21% in premarket trading after reporting fiscal Q3 results that missed expectations and provided weak guidance due to U.S. restrictions on chipmaking equipment sales to China [1] Financial Performance - For the quarter ended July 31, Synopsys reported adjusted earnings of $3.39 per share on revenue of $1.74 billion, falling short of forecasts of $3.80 and $1.77 billion [1] - Design automation revenue increased by 23% year-over-year, including a $77 million contribution from Ansys, while the IP segment declined by 8% due to export restrictions and weaker customer fees [2] Future Guidance - For Q4, Synopsys guided adjusted earnings of $2.76 to $2.80 per share on revenue of $2.23 billion to $2.26 billion, significantly below expectations of $4.14 and $2.59 billion [3] - Fiscal 2025 EPS is forecasted at $12.76 to $12.80 on revenue of $7.03 billion to $7.06 billion, compared to estimates of $14.58 and $7.45 billion [3]