Market Overview - U.S. stocks experienced mixed trading, with the Dow Jones index falling by 0.46% to 49,158.56, while the NASDAQ rose by 0.19% to 23,481.32 and the S&P 500 increased by 0.03% to 6,915.27 [1] - Energy shares saw a gain of 1.3%, while financial stocks dipped by 0.8% on the same day [1] Company Earnings - SLB Limited reported fourth-quarter revenue of $9.745 billion, a 5% increase from the previous year, surpassing analyst estimates of $9.547 billion [2] - Diluted GAAP earnings per share for SLB were 55 cents, down from 77 cents a year earlier, while diluted EPS excluding charges and credits was 78 cents, down from 92 cents a year earlier but above the 74-cent estimate [2] Stock Movements - Movano Inc. shares surged by 150% to $17.43 following the announcement of a long-term NVIDIA H200 GPU deployment [8] - Direct Digital Holdings, Inc. saw its shares increase by 103% to $4.6999 [8] - TryHard Holdings Limited shares rose by 92% to $1.3501 [8] - Aptera Motors Corp. shares dropped by 45% to $1.3350 after announcing a $9 million public offering [8] - Erayak Power Solution Group Inc. shares fell by 40% to $1.6309 due to a business update on market demand trends [8] - The OLB Group, Inc. shares decreased by 30% to $0.6050 after announcing a $1.3 million registered direct offering [8] Economic Indicators - The University of Michigan's consumer sentiment index increased to 56.4 in January from a preliminary reading of 54.0 and December's 52.9 [9] - The S&P Global services PMI remained unchanged at 52.5 in January [9] - The S&P Global composite PMI rose to 52.8 in January from 52.7 in the previous month [9] - The S&P Global manufacturing PMI increased to 51.9 in January from December's 51.8 [9]

Company Performance - SLB Limited (NYSE:SLB) reported fourth-quarter revenue of $9.745 billion, a 5% increase from the previous year, exceeding analyst estimates of $9.547 billion [2] - Diluted GAAP earnings per share (EPS) were 55 cents, down from 77 cents a year earlier, while diluted EPS excluding charges and credits was 78 cents, down from 92 cents a year earlier but above the 74-cent estimate [2] Stock Movements - Movano Inc. (NASDAQ:MOVE) shares surged 150% to $17.43 following the announcement of a long-term NVIDIA H200 GPU deployment [8] - Direct Digital Holdings, Inc. (NASDAQ:DRCT) shares increased by 103% to $4.6999 [8] - TryHard Holdings Limited (NASDAQ:THH) shares rose by 92% to $1.3501 [8] - Aptera Motors Corp. (NASDAQ:SEV) shares fell 45% to $1.3350 after announcing a $9 million public offering [8] - Erayak Power Solution Group Inc. (NASDAQ:RAYA) shares dropped 40% to $1.6309 following a business update on market demand trends [8] - The OLB Group, Inc. (NASDAQ:OLB) shares decreased by 30% to $0.6050 after announcing a $1.3 million registered direct offering [8] Economic Indicators - The University of Michigan's consumer sentiment index increased to 56.4 in January from a preliminary reading of 54.0 and December's reading of 52.9 [9] - The S&P Global services PMI remained unchanged at 52.5 in January [9] - The S&P Global composite PMI rose to 52.8 in January from 52.7 in the previous month [9] - The S&P Global manufacturing PMI increased to 51.9 in January from December's reading of 51.8 [9]

Group 1 - The South Korean government plans to invest 15 trillion KRW (approximately 10.8 billion USD) in AI semiconductor GPU safety projects, with companies like Naver, Kakao, and NHN participating [3] - The Ministry of Science and ICT (MSIT) has selected Naver Cloud, NHN Cloud, and Kakao to utilize the government’s budget to purchase a total of 13,000 GPUs, which will be distributed to various research institutions across South Korea [3][4] - The initiative aims to enhance the domestic AI ecosystem and provide affordable GPU resources to industry, academia, and research institutions, while also establishing a comprehensive GPU support platform [4] Group 2 - The European Union is launching a 30 billion USD plan to build a high-capacity data center network capable of hosting millions of AI GPUs, aiming to catch up with the US and China in the AI market [4][5] - So far, the EU has allocated 10 billion EUR (approximately 11.8 billion USD) for 13 AI data centers and an additional 20 billion EUR for the initial funding of the gigawatt-level AI facility network [5] - The project has received 76 letters of intent from 16 member states, with the first AI factory expected to be operational soon [6] Group 3 - UBS estimates that each gigawatt data center will require 3 to 5 billion EUR, with the capacity to support over 100,000 advanced AI GPUs [6] - If successful, the EU's initiative could become one of the largest publicly funded AI projects globally, surpassing investments from other major economies [6] - Despite strong public interest, concerns remain regarding the project's scale, sustainability, and the need for a robust business model to attract private sector interest [7]

Core Viewpoint - The article highlights the significant growth and market position of Oracle, particularly in the AI infrastructure sector, following its strong FY25Q4 earnings report, which exceeded expectations and indicated a robust growth trajectory for FY26. Company Overview - Oracle is the largest enterprise software company globally, with a dominant market share in database products, serving 98 of the Fortune 100 companies. It was founded in 1977 and went public in 1986. The company has expanded through acquisitions, including Sun Microsystems in 2009 and NetSuite in 2016. Oracle is headquartered in Austin, Texas [4][5]. Financial Performance - Oracle's FY25Q4 earnings report showed total revenue of $15.9 billion, a year-over-year increase of 11%, surpassing expectations of $15.59 billion. Adjusted EPS was $1.70, exceeding the forecast of $1.64 [9]. - The company raised its FY26 revenue guidance, with OCI (Oracle Cloud Infrastructure) expected to grow over 70% year-over-year, compared to 51% in FY25. Total cloud revenue is projected to increase by over 40%, up from 24% in FY25 [7][9]. - Capital expenditures exceeded $25 billion, surpassing market expectations of $20 billion, indicating strong demand and a commitment to expanding data center capabilities [7]. Market Position and Strategy - Oracle's strategy focuses on a full-stack cloud and AI approach, positioning it uniquely in the enterprise AI infrastructure market. The CEO emphasized unprecedented demand, with the company turning away customers due to capacity constraints [7]. - The company reported a 100% year-over-year increase in Remaining Performance Obligations (RPO) to $138 billion, indicating strong future revenue visibility. Cloud RPO grew by 56%, now accounting for nearly 80% of total RPO [8]. Growth Drivers - The growth in cloud services is driven by the migration of on-premises databases to the cloud, with significant contributions expected from partnerships with major players like Azure and Google. Oracle is expanding its cloud database services across 23 regions, with plans for 47 more [8]. - The company is also involved in high-potential projects like the Stargate AI data center initiative, which could significantly boost revenues if successful [8]. Stock Market Reaction - Following the earnings report, Oracle's stock surged by 22%, reflecting investor confidence and prompting major financial institutions to raise their target prices for the company [10].