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

Seit den Zahlen sind hier paar Kandidaten hinzugekommen

Zieh Leine hier

'“We got both better in-period execution and future-period bookings than anticipated. Check and check,” observed Jackson Ader at KeyBanc Capital Markets. Yet some analysts still had lingering concerns — especially surrounding gross margins, which measure the portion of revenue that a company retains after covering the costs of making its products. Morgan Stanley analyst Sanjit Singh said he wanted to see more stabilization of those margins as well as details on when new data centers will be up and running. The next major event for Oracle is an analyst day expected to take place in October.' https://www.marketwatch.com/story/oracle-shares-are-climbing-after-results-what-wall-street-analysts-are-saying-now-0d4517ae?mod=mw_quote_news

Oh ein weiterer Kandidat für die Blocklist

'StoneX analyst Yi Fu Lee wrote in a Friday note that a big takeaway from Oracle’s earnings was that Oracle Cloud Infrastructure saw 121% growth from the prior year. “Oracle continues signing large-scale AI-related contracts while emphasizing that customer demand still exceeds available supply,” he wrote. Lee said that the report shows that “enterprise AI continues moving beyond experimentation and into production deployment.” J.P. Morgan analysts pointed to an August quarter that they said eased key worries around data-center delays. Analysts led by Samik Chatterjee noted 850 megawatts of artificial-intelligence computing power were delivered in the quarter, three times what was seen in the May quarter. They also highlighted $30 billion-plus in new AI contracts.'

'Bernstein analyst Mark Moerdler added that investor interest in Oracle’s stock is high, and that those who don’t currently own shares are looking “to understand the opportunity and gain confidence the bear concerns are wrong.” To that end, the latest report boosted “clarity” around a positive investment case for Oracle’s stock, he said. “Oracle is not only executing well but also communicating better, with more details, clarity and increased confidence,” Moerdler wrote. “The company is also diversifying its customer base while increasing RPO, which does not require meaningful additional cash requirements.” RPO refers to remaining performance obligations, or the dollar value of contracted services that have yet to be delivered to customers or booked as revenue.'

Ich habe mir den Nachthandel an der Nasdaq für eine Weile (1,5 Stunden) angesehen, und er schwankte zwischen 146,90 $ und 147,70 $.

Alles vor 15:30 is irrelevant

sind wir ja gewohnt

Guten Morgen, liebe Sterbliche. Heute gibt es wieder mit der groben Kelle für die Oracle-Anteilseigner.

-1,5% aktuell

Asien hat dem Kurs nicht geholfen. Mal sehen, was so im Laufe des Tages passiert

https://www.gurufocus.com/news/9078774/us-markets-surge-amid-oil-price-decline-and-fed-rate-hike-bets?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Ja. Ich lausche schon drauf wann sie besoffen die Treppe hoch gefallen kommt 😄