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28.10.26 - 20:31
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Oracle-Aktie schießt plötzlich hoch – die Hintergründe! (Der Aktionaer)
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Der texanische Soft- und Hardwarehersteller Oracle hat dem Kapitalmarkt am heutigen Mittwoch (28. Oktober) mit Aussagen auf einem Investorentag überzeugt. Die Aktie springt nach den publizierten Zielen prozentual zweistellig an und rangiert damit auf Platz 2 hinter dem Kühltechnik-Spezialisten Vertiv im S&P 500....
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28.10.26 - 19:24
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Oracle Investor Day 2026: Accelerating Value Creation (PR Newswire)
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Set long-term outlook for FY30 of $225 billion+ in total revenue, representing more than 35% CAGR from FY26, non-GAAP operating margin of 40%+ and non-GAAP EPS $21+. Defined timeline to positive free cash flow during the second half of FY28 and set free cash flow target of $30 billion+......
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28.10.26 - 18:03
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OpenAI Eyes Google′s Chips Hours After Oracle Deal, While Anthropic Taps JPMorgan For Retail IPO Amid Warren′s ′Existential Risk′ Inquisition (ZeroHedge)
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OpenAI Eyes Google's Chips Hours After Oracle Deal, While Anthropic Taps JPMorgan For Retail IPO Amid Warren's 'Existential Risk' Inquisition
Alphabet bulls couldn't have scripted the timing any better. Just hours before Google's parent company reports third-quarter earnings - and a day after Oracle confirmed it will bring Google's custom AI silicon to Oracle Cloud Infrastructure - word leaked that OpenAI is preparing to buy Google's AI chips too. We've also got Anthropic news - with JPMorgan tapped to lead its IPO, while Sen. Elizabeth Warren fired off a letter over 'deeply troubling' risks disclosed in their S-1. Back to Sam and crew. Long anchored to Nvidia as one of its largest GPU customers, OpenAI now plans to purchase Google's Tensor Processing Units (TPUs), according The Information, citing an anonymous insider. Price, volume, chip generation, and timing are unknown. The leak arrived the same day Oracle announced a multi-year, multi-gigawatt deal to offer Google's TPU...
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