"我不喜欢它的战略定位和正在进行的投资。它本不必这样做，我也不知道它为何如此。或许是出于自 负，" 伯里在回复读者关于为何选择做空英伟达而非甲骨文的提问时写道。他未披露此次期权交易的具 体细节。 智通财经APP获悉，以押注2008年金融危机而闻名的知名投资人迈克尔·伯里，正将其对人工智能热潮 的质疑转化为对科技巨头甲骨文公司(ORCL.US)的实质性做空。 市场周五收盘后，伯里在其博客中透露，他已持有甲骨文股票的看跌期权。通常，当标的资产价格下跌 时，看跌期权的价值会上升。伯里表示，过去六个月中他亦曾直接做空甲骨文。此前在去年11月，他已 披露了对AI芯片巨头英伟达(NVDA.US)和数据公司Palantir(PLTR.US)的看空头寸。 尽管甲骨文以其数据库软件闻名，但近期正大举押注云计算服务，为此不得不投入巨资建设数据中心产 能，并承担了显著的债务压力。 他认为，这些公司很可能会逐步控制支出，消化产能过剩带来的损失，并可能进行资产减记，但仍将在 核心业务中保持主导地位。"这三家公司不会消失，"他补充道。 伯里表示，若以5000亿美元估值计，他愿意做空OpenAI，这进一步凸显了其对AI建设速度和经济效益 ...

Imagine your company headed by someone who’s always available, never plays favourites, and who’s famous for spot-on decisions that bring great results. Sounds good? Except you probably won’t be exchanging a smile with this boss in the corridor. And the boss will probably not be asking if your mom has recovered from her knee surgery. On the other hand, you never know. The more humans try to be as smart as AI, the more AI tries to be human. While most companies are still, thankfully, run by humans, some hav ...

Microsoft's decision to renew a large swath of office space in Redmond is emerging as a key stabilizing force for ...

George H. Conrades, then chairman and CEO of Akamai Technologies, listens during a meeting of the National Infrastructure Advisory Council in Washington on April 13, 2004.Oracle said Friday that two longtime directors, both octogenarians, have resigned from the board.George Conrades, former CEO of content network distribution company Akamai, is leaving, along with Naomi Seligman, a senior partner at technology research firm Ostriker von Simson, Oracle said in a filing. Conrades, 86, has been on the board fo ...

Some of the most dangerous markets don’t look dangerous at all. They look calm. Even “fine.”That’s the warning that legendary investor Louis Navellier is sounding in today’s Digest takeover.But rather than predict a dramatic crash, Louis revisits a period many investors have forgotten: the “Lost Decade” from 2000 to 2009. Stocks didn’t implode overnight – they simply went nowhere.Louis is concerned that a similar setup may be forming again. He sees market leadership narrowing and earnings momentum shifting ...

Company Insights - Taiwan Semiconductor (TSM) is set to report its quarterly update, which is expected to influence market sentiment regarding NVIDIA (NVDA) and the broader AI and technology sector [2] - Alphabet (GOOGL, GOOG) has improved its position in the market, now surpassing Microsoft (MSFT) and Apple (AAPL) to become the second largest company globally, driven by advancements in its Gemini AI model and strong cash flow from its other businesses [3][4] - Alphabet reported approximately $387 billion in revenue and $124 billion in net income over the past year, while NVIDIA reported around $187 billion in revenue and approximately $100 billion in net income [4] Market Context - The upcoming earnings season is anticipated to provide significant data that could impact market movements, moving beyond current headlines related to geopolitical issues [2] - Alphabet's valuation is currently at 30X forward earnings, while NVIDIA is at about 26X, indicating that Alphabet's diversified revenue base justifies a higher earnings multiple [4]

Core Insights - PayPal is integrating artificial intelligence into commerce through partnerships and new features, notably with Microsoft for Copilot Checkout and advanced analytics for its advertising platform [1][5] Group 1: Partnership with Microsoft - PayPal is enabling Microsoft's Copilot Checkout, allowing seamless product discovery and purchases within the Copilot experience [2] - The integration eliminates transaction friction, with PayPal managing inventory, checkout, and payment options [2][3] - Early adopters of this service include retailers like Ashley Global Retail and Urban Outfitters [3] Group 2: Performance Metrics - Copilot Checkout reportedly increases shopper purchases by 53% within 30 minutes and boosts conversion rates by 194% when shopping intent is expressed [4] - PayPal's General Manager highlighted the partnership's impact on "intelligent shopping," while Microsoft praised PayPal's extensive commerce expertise [4] Group 3: Advertising Innovations - PayPal Ads introduced Transaction Graph Insights and Measurement, utilizing data from over 430 million consumer accounts [5] - This tool provides a comprehensive view of shopper journeys, connecting various shopping signals for better insights [6] - Early success stories include Ulta Beauty, which experienced a 20% increase in PayPal transaction spend during a campaign [7] Group 4: Strategic Direction - These developments reflect PayPal's shift towards AI-enhanced commerce and data-driven advertising, aiming to meet the demand for seamless and measurable consumer experiences [8]

If you’re looking for a masterclass in how quickly Wall Street can flip the script, look no further than the wild ride of 2025. Just six months ago, you would have found a market in total meltdown. As President Trump rolled out his "Liberation Day" tariffs—a bold economic gamble not seen in a century—you likely heard experts calling it "economic suicide" and bracing for a "Black Monday" style collapse.Fast forward to today, and that panic feels like a distant memory. Instead, you’re looking at a Nasdaq Comp ...

We recently published 11 Stocks on Jim Cramer’s Radar.  Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer radar. Oracle Corporation (NYSE:ORCL)’s shares have faced a lot of attention at 2025’s close. During the year’s second half, the shares lost 10% with a much steeper dip since their peak in early September. Oracle Corporation (NYSE:ORCL)’s stock struggled amidst reports of an AI bubble and troubles with data center construction. On January 5th, RBC Capital cut the firm’s share price tar ...

We recently published 11 Stocks on Jim Cramer’s Radar.  Salesforce, Inc. (NYSE:CRM) is one of the stocks on Jim Cramer radar. Salesforce, Inc. (NYSE:CRM) is a customer relationship management software provider. Its shares are down 18% over the past year amidst broader turmoil for the software industry. However, Salesforce, Inc. (NYSE:CRM)’s third-quarter earnings results led to some optimism from analysts as Piper Sandler reiterated an Overweight rating and a $315 share price target on December 4th. The f ...