ORACLE Aktie

 

Oracle (NYSE:ORCL) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: Oracle's infrastructure arm is growing far faster than AWS, yet AWS still brings in far more money. Both are spending heavily on AI datacenters, so capacity built for 2027 will decide how much of that gap closes. OCI Doubles While AWS Hits […]...

SAP treibt seine KI-Strategie mit der vierten Übernahme seit Ende März voran – doch Workday, ServiceNow und Oracle rüsten ebenfalls auf....

Nebius Group (NASDAQ:NBIS) stock carries a trailing twelve-month price-to-earnings ratio of 197x, a level that makes the shares hard to own on conventional terms. Shares of Nebius Group are up 9% to $254 in afternoon trading following a small artificial intelligence (AI) inference deal that came with no disclosed price. A gain of that scale […]...

Um den gesamten Artikel unter newsbreak.com zu lesen, klicken Sie bitte auf die Überschrift...

Heiko Thieme bleibt trotz 5,3 % Rendite bei zehnjährigen US-Anleihen, Ölpreisen über 100 USD und politischer Unsicherheit Optimist: Sein DAX-Ziel von 27.500 Punkten zum Jahresende steht. Hohe Zinsen sind für ihn ein Warnsignal, aber noch kein Grund, Aktien den Rücken zu kehren. Langfristig erwartet er dort weiter die höhere Rendite. Entscheidend bleibt seine Drei-Tranchen-Strategie: nicht alles auf einmal investieren, bei Rücksetzern systematisch nachkaufen und erst verkaufen, wenn sich die fundamentale Story ändert. Bemerkenswert offen räumt Thieme ein, bei SpaceX seine eigene IPO-Regel missachtet und dadurch eine große Chance verpasst zu haben. Sein Satz dazu: Niemand weiß, wo die Börse morgen steht: "Ich habe keine Ahnung, aber eine Meinung." Bei Oracle bleibt er klar positiv, Rheinmetall hält er nach dem Kursrutsch für einen Kauf, ebenso McDonalds. Neu auf seiner Liste: Kion und UCB. Genmab sieht er trotz starkem Lauf als spekulativ interessant, Nvidia bleibt für ihn eine Halte- bzw. Ka...

A cybersecurity breach last year of Oracle Corp.'s healthcare unit compromised personal information belonging to nearly 20 million people, according to information released by the Texas attorney general....

The tech stock is down around 55% from its 52-week high....

The symphony announced last week that it was pausing the rest of the season after disclosing financial trouble. The concerts are back on now, thanks to a tech company gift....

Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths. Cloudflare stock is at $363.80 in afternoon trading, up 4% and running well ahead of the Invesco QQQ Trust (NASDAQ:QQQ), which is up 0.7%. Additionally, as a […]...

Oracle just burned through billions in free cash flow while a $664 billion backlog sits waiting to convert, and Wall Street analysts are betting the gap between those two numbers holds the key to a 67% return....

Billionaire Oracle co-founder Larry Ellison is planning to bid farewell to the third-largest oceanfront parcel in Florida's Palm Beach County, with hopes to fetch $165 million....

Um den gesamten Artikel unter seekingalpha.com zu lesen, klicken Sie bitte auf die Überschrift...

REDWOOD SHORES (dpa-AFX) - Oracle announced a $10 million investment and a strategic partnership with the Nashville Symphony to help stabilize the organization during its financial restructuring a......

The investment will allow Music City's orchestra to reinstate its 2026-27 season and recall furloughed musicians and staff NASHVILLE, Tenn., Oct. 4, 2026 /PRNewswire/ -- Oracle today announced that it is investing $10 million and creating a strategic partnership to help sustain the......

Um den gesamten Artikel unter seekingalpha.com zu lesen, klicken Sie bitte auf die Überschrift...

As Paramount Skydance Corp. and Oracle Corp. vault into the ranks of corporate America's biggest borrowers, their links to the same man — billionaire Larry Ellison — are starting to stir angst on Wall Street....

Bank of America reveals how AI agents are shifting tech profits, naming CoreWeave and Oracle as winners, while software like Intuit faces new risks....

Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027. Here is why the worst performer of the group may offer the most compelling setup....

ORCL's shift to a consumption-based cloud database can drive growth, but rising infrastructure costs may pressure its historically strong margins....

TENCENT (00700.HK) signed an overseas leasing agreement with Oracle Corporation (ORCL.US) to obtain around 100,000 advanced AI chips that are unavailable in China, Financial Times, citing sources, reported.The five-year leasing agreement will reportedly allow TENCENT to lease multiple Oracle Corporation data centers in SE Asia. ......