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Oracle Stock Rockets On $455 Billion Revenue Pipeline: Here's What Wall Street Is Buzzing About
Benzinga· 2025-09-10 14:54
Oracle Corp. ORCL rocketed higher on Wednesday after the company released its first-quarter earnings report Tuesday afternoon. ORCL stock is racing higher. See the real-time price action here. Oracle reported quarterly earnings of $1.47 per share and revenue of $14.92 billion, with both figures slightly under Street estimates. However, commentary on future revenue from chairman Larry Ellison and CEO Safra Catz sent the stock surging.Here's Why Shares Soared: What fueled the stock surge was Oracle's aggressi ...
Why GitLab Inc. (GTLB) is a Top Momentum Stock for the Long-Term
ZACKS· 2025-09-10 14:51
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsid ...
Oracle Is the New Nvidia, for Better or Worse
WSJ· 2025-09-10 14:44
The software giant is expected to double its revenue in three years, but its future now fully hinges on the AI splurge. ...
中国软件_7 月营收同比增长 14.0%,环比在 6 月强劲增长后下降;人工智能生产力工具表现优异-China Software_ Jul revenues growth at 14.0% YoY while MoM down post strong Jun; AI productivity tools outperformed
2025-09-10 14:38
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 ...
甲骨文:1Q26业绩--商业模式的重大转变
2025-09-10 14:38
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 ...
华为三方使能产品线总经理杨霖:携手打造智慧矿山新标杆
Sou Hu Cai Jing· 2025-09-10 14:37
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 ...
ServiceNow Wins Vs Salesforce In Enterprise (NYSE:NOW)
Seeking Alpha· 2025-09-10 14:36
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 ...
ServiceNow Wins Vs Salesforce In Enterprise
Seeking Alpha· 2025-09-10 14:36
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 ...
SNPS Slides 30%, GME "Strong" 2Q Earnings, Klarna IPO
Youtube· 2025-09-10 14:30
Company Performance - Synopsis reported a significant decline in stock price, down over 30% after missing earnings expectations, with adjusted earnings of $3.39 per share on sales of $1.74 billion, which was below market forecasts [1][2] - GameStop experienced a positive reaction in the market, with net sales rising to $972.2 million from $798 million year-over-year, and earnings per share of 25 cents, surpassing the expected 16 cents [9][10] - Novo Nordisk announced a workforce reduction of 9,000 jobs, approximately 12% of its global workforce, to reallocate resources towards diabetes and weight loss drugs, aiming to free up $1.26 billion [15][16] Market Challenges - Synopsis cited a challenging geopolitical backdrop, particularly export restrictions on China, which led to hesitance in long-term investments from customers [4][6] - Novo Nordisk faces tough competition from Eli Lilly in the weight loss market, impacting its market share and overall stock performance [17][18] - GameStop's performance is still under pressure year-to-date despite recent gains, indicating ongoing volatility in its stock [12][13] Strategic Moves - Synopsis is taking actions to enhance competitive advantage and drive long-term growth, despite a conservative outlook for the current quarter due to headwinds [3][6] - GameStop's revenue growth was driven by hardware and accessories, which saw a 140% increase, alongside the successful launch of the Nintendo Switch 2 [10][11] - Novo Nordisk's restructuring aims to shift resources into commercial execution initiatives and R&D programs to better compete in the market [15][16] IPO Developments - Clana, a Swedish buy now pay later company, is reviving its IPO plans after earlier delays, pricing the IPO at $40 per share, valuing the company at approximately $15 billion [22] - The company had previously seen its valuation drop from $46 billion in 2021 to $6.7 billion in 2022, indicating significant market fluctuations [22]