ORACLE WKN: 871460 ISIN: US68389X1054 Kürzel: ORC Forum: Aktien Thema: Hauptdiskussion

Kann mir jemand mal erklären was es mit dem Rechenzentrum in Mexiko auf sich hat welches irgendwie Probleme machen soll ?

Könnte ein Gamechanger werden und viele Zweifler überzeugen...

Nachgekauft an $ 140.14 (Nachthandel an der MEXEM gegen Aufpreis)

baha breaking news[10/01/2026] 05:19 Tencent said to lease 100,000 AI chips from Oracle Chinese tech giant Tencent has signed its largest overseas lease agreement with United States cloud company Oracle to access 100,000 advanced chips and secure advanced AI infrastructure, the Financial Times reported, citing sources familiar with the matter. The five-year deal covers multiple data centers in south-east Asia and is estimated at $7 billion, with a 30% upfront payment. It gives Tencent the powerful processors it needs for AI work that are unavailable inside China. The high cost of renting these foreign computer servers led to a rare negative cash flow for the WeChat owner. Neither Tencent nor Oracle commented on the matter. Baha Breaking News (BBN) / SA

Micron tops Q4 estimates on top and bottom lines, offers strong Q1 outlook Daniel Howley · Technology Editor Wed, September 30, 2026 at 10:04 PM GMT+2 2 min read Memory giant, Micron (MU), reported its fourth quarter earnings after the bell on Wednesday, beating Wall Street's expectations on the top and bottom lines, and offering a better-than-anticipated Q1 outlook. For the quarter, Micron reported earnings per share of $33.42 on revenue of $54.23 billion. Analysts were looking for EPS of $31.83 and revenue of $51.49 billion, according to Bloomberg analyst consensus estimates. The company saw EPS of $3.03 and revenue of $11.31 billion in the same quarter last year. For the second quarter, Micron is projecting revenue of between $60 billon and $63 billion; analysts were calling for $56.77 billion. Micron's fortunes, along with those of fellow memory chip producers Samsung (005930.KS) and SK Hynix (SKHY), have soared amid sky-high demand driven by the global AI buildout. Data centers require massive amounts of DRAM used in high-bandwidth memory that goes into AI processors, including graphics processing units, as well as ultra-fast flash storage. Micron produces both of those.

Netapp und Oracle: https://www.it-times.de/news/netapp-und-oracle-fuehren-einen-vollstaendig-verwalteten-cloud-speicherdienst-fuer-anspruchsvolle-ki-und-unternehmensanwendungen-ein-187406/

Hier ist etwas, das Sie vielleicht interessieren könnte: - https://de.investing.com/news/stock-market-news/oracleaktie-gibt-nach-bericht-uber-verzogerungen-bei-kimegacampus-in-wisconsin-3684543 das war heute wohl der Aulöser….

Oracle Stocks Fall Although Agentic AI Targets Financial-Crime Backlogs Two new tools automate early investigative work while leaving final compliance decisions with human reviewers. Khac Phu Nguyen 09/30/2026 16:28 Oracle, the database, cloud and enterprise-software company, released two AI tools for financial-crime investigations on September 29, while shares traded at $136.90, down approximately 0.7%, around 10:23 a.m. ET Wednesday. Nexus Case Flow and Nexus Reach target a costly banking chore: turning piles of alerts into cases investigators can actually resolve. The tools handle some of the groundwork before investigators step in. Oracle says its agents can flag suspicious behavior, pull together information about people and businesses, and draft recommendations and case narratives. Reach brings those capabilities into existing applications through a browser extension and scans potentially relevant adverse media. Case Flow organizes evidence and AI output into configurable workflows, with people reviewing the results. https://www.gurufocus.com/news/9103641/oracle-stocks-fall-although-agentic-ai-targets-financialcrime-backlogs?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Also wenn der Plan ist das Ding unter 100 zu prügeln, dann schaffen die das noch, Wahnsinn

War klar... So ein Mist

Dann hoffe ich mal auf Bewegung hier

Die Daten sind anscheinend positiv aufgenommen worden ..

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