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

Ja... die guten Aktien (NV etc.), aber doch nicht den Erdkernbohrer hier

Die Amis kaufen eher

Aua 4K im minus 🤦‍♂️

.... und der eigentliche Abverkauf für heute startet ja gleich erst noch.

ist klar -5,5% vorbörslich

und der Markt tut gerade so, dass Oracle schon begonnen hat Rechenzentren abzureißen

jetzt reiten die alle die News mit vom Wochenende mit…

MICROSOFT SETS LIMITS FOR FUTURE AI MODELS: CNBC

JUST IN: Nvidia $NVDA and Palantir $PLTR to limit use of Anthropic's AI models.

Why KeyBanc Is Bullish on Oracle Ader sees Oracle’s cloud infrastructure growth as a major reason to favor the stock. Oracle added 850 megawatts of data-center capacity during the quarter. That was nearly three times the capacity added in the previous quarter. Oracle’s remaining performance obligations also rose to $664 billion. That was $25 billion above the Street’s estimate. The company added another $30 billion in AI bookings during the quarter. Ader was encouraged by the source of those bookings. They came from new customers and new campus projects. He also noted that Oracle is becoming less dependent on a small number of large AI customers. “We got both better in-period execution and future-period bookings than anticipated. Check and check. We remain Overweight,” Ader wrote.

Adobe or Oracle: Why KeyBanc Says “Buy” One Software Stock and “Sell” the Other after Earnings Shalu Saraf Sep 14, 2026, 12:15 PM Adobe and Oracle reported earnings on September 10, with revenue up 12.9% and 29.6%, respectively. KeyBanc rates Oracle Buy with a $300 price target, while Adobe carries a Sell rating with a $195 target. Wall Street has a Hold consensus on Adobe with 7.67% upside, compared with a Strong Buy rating and 69.23% upside for Oracle. Software stocks Adobe and Oracle reported their latest earnings on September 10. Following the results, KeyBanc Capital Markets analyst Jackson Ader sees a much stronger setup for Oracle. AI demand is driving cloud revenue and new bookings at Oracle, while Adobe’s AI growth has yet to translate into faster annual recurring revenue (ARR) growth. Ader, a 3-star analyst on TipRanks, reiterated his Buy rating and $300 price target on Oracle after the results. The target implies 99.63% upside. At the same time, he maintained a Sell rating on Adobe with a $195 target, indicating 22.69% downside. https://www.tipranks.com/news/adobe-or-oracle-keybanc-gives-a-buy-rating?mod=mw_quote_news

nochmal ein Grund 5% zu fallen und andere Aktien würden steigen. Oder?

Oracle-Kürzungen erreichen zweistellige Prozentsätze bei einigen Teams – Insider. https://x.com/financialjuice/status/2099486627231908098?s=46&t=Pq-qliq0dWAzM7zc22sAXg

ORACLE LEITET EINE NEUE RUNDE ENTlassungen EIN: INSIDER https://x.com/deitaone/status/2099486291603624112?s=46&t=Pq-qliq0dWAzM7zc22sAXg

https://www.staradvertiser.com/2026/09/12/breaking-news/larry-ellison-cancels-plan-to-sell-oracle-stock/