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11.12.25 - 22:48
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Synopsys CEO on Earnings, Nvidia Investment (Bloomberg)
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Chip-design software maker Synopsys gave an upbeat first quarter forecast, following a significant equity investment from Nvidia earlier this month. Synopsys CEO Sassine Ghazi joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)...
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11.12.25 - 18:24
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Disappointing Oracle results knock $80bn off value amid AI bubble fears (The Guardian)
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Weaker-than-forecast quarterly data for Larry Ellison's tech company shows slowdown in revenue growth and big rise in spendingBusiness live – latest updatesOracle's shares tumbled 15% on Thursday in response to the company's quarterly financial results, disclosed the day before.The business software company, co-founded by Donald Trump ally Larry Ellison, saw roughly $80bn vanish from its value, falling from $630bn to $550bn in market capitalization and fuelling fears of a bubble in artificial intelligence-related stocks. Shares of chipmaker Nvidia, seen as a bellwether for the AI boom, fell after Oracle's. Continue reading......
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11.12.25 - 08:00
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Reihenweise Verluste bei Aktien von SAP, NVIDIA, Softbank & Co.: US-Konzern sorgt für KI-Katerstimmung (Finanzen.net)
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Für den SAP-Konkurrenten Oracle ist das zweite Geschäftsquartal auf den ersten Blick als Erfolg zu werten: Der Konzernumsatz verdoppelte sich auf 16,01 Milliarden US-Dollar, lag damit aber unter den Markterwartungen.. --- Besonders kritisch sehen Analysten die Entwicklung im Cloud-Bereich. Die Sparte wuchs im Quartal nur um 50 Prozent - nach 55 Prozent im Vorquartal. Erwartet wurde ein Zuwachs von gut 71 Prozent. Für ein Unternehmen, das sich stark auf dieses Segment stützt, ist das ein Warnsignal.. --- Während das Wachstum schwächelt, schnellen die Ausgaben in die Höhe. Oracle pumpt Milliarden in neue Rechenzentren für KI-Anwendungen - ein teurer Kraftakt. Die Investitionen stiegen auf rund 12 Milliarden US-Dollar, nachdem im Vorquartal noch 8,5 Milliarden US-Dollar angefallen waren. Analystenerwartung: 8,25 Milliarden US-Dollar.. --- Die verhaltene Prognose und die stark gestiegenen Investitionen haben die Sorgen über Oracles wachsenden Schuldenberg weiter verschärft..
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10.12.25 - 16:00
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck (ZeroHedge)
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck
US equity futures are flat ahead of a Fed meeting where a rate cut is assured (the only question is whether it will be hawkish or dovish) and Oracle results later. As of 8:00am ET, S&P and Nasdaq 100 futures are unchanged, with Mag 7 stocks mixed in premarket trading (TSLA +0.5%, META -0.5%, AAPL -0.3%, NVDA -0.2%). Bond yields are mostly unchanged and the USD is flat ahead of the Fed. Commodities are mixed: oil added 0.2%; base metals are lower (copper -1.1%); silver added 0.6% this morning. It's a big day for capital markets, with SpaceX said to be moving ahead with plans for potentially the biggest IPO of all time and South Korean chipmaker SK Hynix exploring a possible New York share listing. US economic calendar includes 3Q employment cost index at 8:30am and the FOMC decision at 2:00pm.
In premarket trading, Mag 7 stocks are mixed (Tesla +0.3%, Nvidia +0.1%, Amazon -0.01%, Apple +0.08%, Microsoft -1.6%, Alphabet -0.7%, Meta -...
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10.12.25 - 07:06
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Google TPU stays strong, Inventec confident for 2026 server outlook (Digitimes)
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ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec, one of the key suppliers, is optimistic about the 2026 server market, projecting double-digit annual shipment growth for ASIC servers....
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09.12.25 - 05:06
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Nvidia GB300 orders lift Taiwan ODMs, fuel strong 2026 outlook (Digitimes)
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Strong demand for Nvidia's GB300 accelerators lifted fourth-quarter 2025 performance for major Taiwanese original design manufacturers. Foxconn, Quanta, and Wistron reported solid November revenue and expect growth to continue into the first half of 2026 as GPU server orders accelerate....
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