Oracle’s NYSE: ORCL stock has had a great two weeks and an impressive overall return in 2024. Shares are up 20% since Sept. 9, and the stock has provided a total return of 61% this year.The recent rise in the stock comes as the tech firm has delivered strong results and a good outlook in the AI, data center, and cloud markets. I’ll detail why the company is showing strong performance in this space, which many didn’t expect.Get Oracle alerts:Oracle’s Entrenched Position in Key Enterprise SolutionsOracle Toda ...

Key TakeawaysAfter a recent runup powered by an AI-fueled outlook, database giant Oracle has become the best-performing tech stock in the S&P 500, trailing only AI chipmaker Nvidia.Wall Street analysts are divided on Oracle's stock amid concerns its growth story could hinge on its ability to ride the AI boom. Some analysts warned Oracle’s “aggressive” growth targets could leave the company little room for error. Could Oracle (ORCL) be this year’s next big AI-fueled hypergrowth story?  It's already had a blo ...

文章核心观点 - 公司专注于基本面股票研究、全球宏观策略和自上而下的投资组合构建 [1] - 认为长期持有(HODL)无法产生显著的超额收益或维持高夏普比率 [1] - 主动管理和降低机会成本是获取高收益的关键 [1] - 高正收益不等于高超额收益 [1] 行业总结 - 分析师拥有10年投资银行从业经验,专注于行业和公司研究 [1] - 擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] 公司总结 - 分析师毕业于UCLA商业经济专业和密歇根大学罗斯商学院会计专业 [1] - 目前在一家多策略对冲基金担任高级分析师 [1]

文章核心观点 - Oracle正在成为人工智能(AI)市场的关键参与者 [1][2][3][6] - Oracle的云基础设施和服务业务正在快速增长,成为公司最大的业务部门 [3] - Oracle通过与AWS、微软和谷歌云的合作协议,为客户提供灵活的云服务选择,推动了数据库业务的增长 [5][6] - Oracle的估值相对于英伟达更加合理,是一个更有吸引力的AI股票投资选择 [7] 公司概况 - 原本以数据库软件著称,现已转型成为云基础设施和服务的关键参与者 [3] - 云基础设施收入同比增长45%,达到22亿美元 [3] - 未来业务增长的三大驱动力是:云基础设施、云数据库服务和软件即服务 [5] 行业趋势 - 人工智能市场规模预计将从2022年的2150亿美元增长到2030年的1.3万亿美元,增长空间巨大 [6]

New capabilities prioritize safety, enhance information access, and help reduce the time it takes to do common tasks so clinicians can alleviate burnout and elevate patient careAUSTIN, Texas, Sept. 18, 2024 /PRNewswire/ -- Oracle Health continues to deliver electronic health record (EHR) innovations that help clinicians streamline routine tasks and deliver more efficient, informed patient care. With the new capabilities, caregivers can more quickly and easily update and access critical patient information f ...

文章核心观点 - 人工智能(AI)在未来几年内不会成为问题,因为AI领域存在激烈的竞争,多家公司都在努力追赶 [1] - 公司高管之间存在密切的合作关系,他们会相互寻求合作机会 [1] 行业概况 - 人工智能领域存在激烈的竞争,多家公司都在努力追赶,如英伟达、特斯拉等 [1] - 公司高管之间存在密切的合作关系,他们会相互寻求合作机会,如作者与英伟达、特斯拉高管进行过会面 [1] 公司动态 - 英伟达作为人工智能领域的领军企业,其GPU产品备受市场追捧,其他公司高管都在积极寻求与英伟达合作的机会 [1] - 特斯拉作为新能源汽车领域的领军企业,其高管也与其他公司高管保持着密切的合作关系 [1]

AI has unlocked a new growth driver for this technology company.Nvidia has been a bellwether in the artificial intelligence (AI) space thanks to its graphics processing units (GPUs) that have played a crucial role in the training and deployment of AI models. But the stock has fallen out of favor of late as investors are worried about its slowing growth.This is evident from the fact that the stock is down 5% since releasing its fiscal 2025 second-quarter results on Aug. 28. The chipmaker's quarterly revenue ...

Oracle Health delivers free code to enable organizations to securely access a Veteran's health history to help ensure timely and accurate treatment no matter where care is receivedAUSTIN, Texas, Sept. 17, 2024 /PRNewswire/ -- Oracle Health today released new code that will enable its customers to support the Veteran Interoperability Pledge. A framework that allows US Department of Veterans Affairs (VA) and community providers to securely share patient health information, the Pledge supports the care of Vete ...

Tech stocks have delivered remarkable returns in 2024, with investors regularly clamoring for exposure. One of those stocks in particular, Oracle (ORCL) , recently delivered quarterly results that caused shares to melt higher post-earnings.The company offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. Up more than 60% in 2024, the company’s quarterly results have regularly brought post-earnings fireworks, as shown below.Image Source: Zacks Investment Researc ...

New release delivers 12 JDK Enhancement Proposals that help developers increase productivity by improving the Java language Enhancements to the platform's performance, stability, and security help organizations accelerate business growthJava Management Service 9.0 and Graal JIT Compiler help organizations manage Java applications and improve peak performance AUSTIN, Texas, Sept. 17, 2024 /PRNewswire/ -- Oracle today announced the availability of Java 23, the latest version of the world's number one programm ...