Core Insights - The database-software company achieved billion-dollar contract wins in its latest quarter, leading to a significant increase in share price by over 29% in premarket trading [1] Company Performance - The company secured multiple contracts worth over one billion dollars during the latest quarter, indicating strong demand for its database software solutions [1] - The substantial contract wins have positively impacted investor sentiment, reflected in the sharp rise in share price [1] Market Reaction - Following the announcement of the contract wins, shares of the company soared more than 29% in premarket trading, showcasing a strong market reaction to the news [1]

Albion Enterprise VCT PLC Interim Management Statement LEI Code: 213800OVSRDHRJBMO720 Introduction I present Albion Enterprise VCT PLC (the “Company”)’s interim management statement for the period from 1 April 2025 to 30 June 2025. Performance and dividends The Company's unaudited net asset value (“NAV”) on 30 June 2025 was £277.3 million or 115.72 pence per share (excluding treasury shares), a decrease of 0.50 pence per share (0.4%) since 31 March 2025. After accounting for the first dividend for the year ...

公司创始人埃里森的财富大幅增加，而此前他已经被《福布斯》评为全球第二富豪。截至8月底，甲骨 文的预订量(或剩余履行义务总额)从三个月前的1380亿美元增至4550亿美元。该公司首席执行官Safra Catz表示，季度增长令人惊讶。她补充说，甲骨文的财政年度将持续到明年5月，此次季度增长将是"辉 煌的开端"。 格隆汇9月10日｜由于赢得了数千亿美元的人工智能业务合同，甲骨文(ORCL.US)股价飙升。股价在盘 前交易中上涨29%，升至逾312美元。如果这一涨幅持续到常规交易结束，股价将创下收盘新高，也将 是1999年以来的最大单日涨幅。 ...

JPMorgan CEO Jamie Dimon told CNBC in an interview on Tuesday that the record revision to U.S. payrolls data underscores that the U.S. economy is contending with a slowdown. “The economy is weakening,” Dimon said. “Whether that is on the way to recession or just weakening, I don’t know.”“The labor market appears weaker than originally reported,” said Jeff Roach at LPL Financial. “A deteriorating labor market will allow the Fed to highlight the need to ease rates. Investors should expect the Fed to officiall ...

Catz表示，预计未来几个月还将有几家数十亿美元的客户签约。 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容来 自 wsj 。 甲骨文作为云计算领域后进者的日子已经一去不复返了。该公司似乎在周二的财报电话会议上提醒 了听众这一点，接连宣布了多项数十亿美元的大单。所有这些交易的核心都是：人工智能。 据首席执行官Safra Catz称，这家拥有近 50 年历史的数据库软件巨头在截至 8 月 31 日的季度 中，与三家不同的客户签署了四份数十亿美元的合同。尽管本季度业绩未达到分析师预期，但甲骨 文报告称，其总剩余履约义务（预计将收取的合同收入）达到 4550 亿美元。 Ellison 表示，甲骨文在运行 AI 模型（即 AI 推理）方面的独特优势在于，它通过其数据库掌握 着许多企业的私有数据。Ellison 说，公司的新型 AI 数据库将使这些企业能够轻松地查询或询问 其私有数据，所有这些都将增加甲骨文 AI 推理服务的账单。 Newman 表示："推理是增长最快的工作负载，也将创造最大的机遇。"Newman 补充说，凭借其 庞大的数据和基础设施，甲骨文在 AI 推理方面拥有引人注目的差异化优势，能够很 ...

Group 1 - Wall Street's record-breaking rise is increasing the appeal of options strategies, particularly covered calls, for investors looking to hedge single stock risks while diversifying their portfolios [1][2] - There is a growing adoption of covered calls among individual investors, especially those with large positions in big tech stocks, baby boomers, and corporate executives with legacy holdings [2][3] - Customized covered calls are being used by advisors to help clients gradually sell out of stocks, diversify holdings, and manage taxes [3][4] Group 2 - A call option allows the buyer the right to purchase stock at a predetermined price, and the premium earned can be used to buy put options for loss protection [4] - An estimated $15 trillion of concentrated stock positions are considered suitable for covered calls and similar strategies [4][5] - The concentration in the market is significantly higher than in the past, leading to increased interest in options-based products and strategies [5] Group 3 - The S&P 500 has increased by 30% since April and is up 10% for the year, driven by advancements in AI-related technology stocks and strong performance from companies like Palantir Technologies [6] - Aptus Capital Advisors is structuring trades with shorter durations for clients' separately managed accounts (SMA), addressing risks in various individual stocks [7] - The SMA market is projected to grow from $2.75 trillion in 2024 to $3.15 trillion in 2025, indicating a rising trend in personalized investment management [8]

Larry Ellison is closing in on Elon Musk’s spot as the world’s richest person after Oracle’s (NYSE:ORCL) blockbuster earnings sent his fortune soaring. Ellison’s net worth jumped $70 billion to $364 billion, just shy of Musk’s $384 billion, according to the ...

美股AI赛道近期犹如坐过山车，几家欢喜几家愁。在这波跌宕起伏中，甲骨文（ORCL）的表现格外引 人注目。它手握高达4550亿美金的待确认订单（RPO），公司CEO更是信心满满，宣称这一数字即将冲 破5000亿大关。 回溯到2024年3月，当甲骨文股价在110美元附近徘徊时，格隆汇研究院凭借敏锐的洞察力与深入的研 究，果断坚定地看好甲骨文的发展潜力。 此后，研究院持续对其进行跟踪研究，密切关注甲骨文业务模式的演变以及战略布局的调整。如今再 看，股价已一路飙升至310美元附近，市值也直逼9000亿美元，当初的判断正逐步得到市场验证。 甲骨文在行业内堪称"企业级软件的活化石"。1977年，拉里·埃里森带领团队踏上创业征程，仅仅两年 后，便成功推出全球首个商用关系型数据库，彻底革新了企业数据管理模式。 多年来，甲骨文在数据库市场的份额始终名列前茅，金融、电信等对数据安全与稳定性要求极高的行 业，其核心系统更是高度依赖甲骨文的技术支持。在云计算领域，甲骨文推出的OCI（甲骨文云基础设 施），已然成为OpenAI、Meta、xAI等AI巨头不可或缺的"幕后功臣"，被业内誉为"AI算力的隐形支 柱"。 01Q1成绩单：表面 ...

Salesforce, Inc. (NYSE:CRM) is among the undervalued wide moat stocks to buy now. Unisphere Establishment lifted its holdings in the shares of Salesforce, Inc. (NYSE:CRM) by 23.6% during the first quarter, making the stock its 25th largest position. Following the purchase of 100,000 shares of the company’s stock, the fund management firm now owns 523,000 shares with a worth of $140,352,000, translating to an ownership of 0.05%. Although Salesforce, Inc. (NYSE:CRM) has underperformed the S&P 500 (^GSPC) by ...

Core Viewpoint - Oracle projects strong future revenue growth driven by new cloud contracts, despite recent quarterly results falling short of expectations [1][2] Group 1: Financial Performance - Oracle reported adjusted earnings of $1.47 per share, slightly below the forecast of $1.48, with revenue at $14.93 billion compared to estimates of $15.04 billion [1] - Revenue grew 12% year-over-year, with net income remaining steady at $2.93 billion [1] Group 2: Cloud Infrastructure Outlook - The company expects revenue in its cloud infrastructure division to surge 77% this fiscal year to $18 billion, up from $10 billion a year earlier [2] - Long-term projections include $32 billion by fiscal 2027, and targets of $73 billion, $114 billion, and $144 billion over the following three years [2] Group 3: Stock Market Reaction - Following the optimistic projections, Oracle's shares rose over 28% in after-hours trading, reaching $310, up from a regular session close of $241 [3] - Jefferies analyst Brent Thill raised the price target on Oracle to $360 from $270, citing accelerating demand in AI and cloud services as key drivers [6] - Wall Street consensus remains positive, with 34 analysts assigning a 'Moderate Buy' rating to Oracle [7] Group 4: Price Target Predictions - The average 12-month price target for Oracle stands at $263.93, indicating a potential 9.3% upside from current levels [9] - Price targets vary, with the most bullish at $400 and the most cautious at $195 [9]