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

war klar…

Absturz voraus

Oracle's AI Story Just Got a Lift Faizan Farooque 10/09/2026 20:59 Oracle Corp. (ORCL, Financials), the business software and cloud provider, jumped over 5% Friday as several factors provided investors new grounds to revisit questions about its pricey artificial intelligence build-out. Oracle said its Project Jupiter AI data center complex in New Mexico is on track, easing concerns that infrastructure delays may throw off Oracle's capacity forecasts. Oracle also launched Fusion Claw, an AI execution platform for corporate applications, and new agentic AI capabilities for financial institutions. Another factor was Wall Street. Mizuho raised Oracle to its top selection for the month of October and maintained a price objective of $320. The company estimates it has an AI cloud backlog of roughly $638 billion, which it anticipates to drive revenue growth of around 35% a year from fiscal 2026 to fiscal 2030. Then came a major insider tip. Director Stephen Rusckowski declared the acquisition of 25,000 shares at about $139.35 apiece, a transaction worth around $3.48 million of his money. The combination matters because Oracle's AI opportunity increasingly faces financing and execution risks tied to its massive infrastructure buildout. Friday's rally doesn't allay those fears, but the insider buy and project update offer investors something concrete to consider. The next test is whether Oracle can monetize its huge AI backlog fast enough to cover the financial costs of building up the infrastructure needed. https://www.gurufocus.com/news/9117625/oracles-ai-story-just-got-a-lift?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

https://youtu.be/HfOWgMR9JCg?si=e4-FaRniMmzKXOZj

120€ wieder nachgelegt! Wer diese Aktie in seinem Depot hat, muss wissen das er bis 2028 vl eine Durststrecke vor sich hat. Erst dann kommen die Investitionen zum Tragen und neue Höchststände sind realistisch 🤞

Peter Wolf kann warscheinlich auch Toten wieder zum Leben verhelfen.

Was ist das für ein schlecht Schreiberling. Wer könnte von dem schlechten Bericht profitieren.

Die Oracle-Aktie konnte sich in den letzten Wochen in einem Kurskorridor zwischen 130 und 160 US$ stabilisieren. Doch am gestrigen Donnerstag ging es für den Software- und Cloud-Gigaten um fast -6% bergab. Was steckt hinter dem starken Kursrückgang und müssen sich Anleger jetzt schon wieder Sorgen um die weitere Kursentwicklung machen? https://www.sharedeals.de/oracle-aktie-6-zieht-openai-sie-jetzt-in-den-abgrund/

De Tijd (B): 07:37 SoftBank unter Druck durch verstärkte KI-Investitionen SoftBank verliert derzeit rund 5 Prozent an der Tokioter Börse. Der Kursverfall folgt auf die Aufregung um die Umsatzzahlen von OpenAI, in das der japanische Investmentfonds bereits fast 65 Milliarden Dollar investiert hat. Bemerkenswerterweise will Gründer Masayoshi Son seine KI-Offensive noch weiter ausbauen. Laut Financial Times sucht er Investoren in den Golfstaaten nach bis zu 100 Milliarden Dollar für einen neuen Fonds, der Unternehmen erwerben und deren Effizienz mithilfe von KI und Robotik steigern soll.

Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’ OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in AI demand By Britney Nguyen Oct. 8, 2026, 6:08 p.m. ET The Financial Times reported that OpenAI’s annualized revenue reached $50 billion in late September, short of a projected $70 billion. Shares of Micron Technology, Nvidia and other artificial-intelligence-related chip makers fell hard on Thursday, as investors digested a bearish report on one of the AI industry’s most important players. OpenAI reportedly told investors that its annualized revenue was reaching $50 billion toward the end of September — $20 billion short of the $70 billion it had previously projected, according to the Financial Times. The metric is calculated by taking revenue from a short period, such as a month or a quarter, and multiplying it to gauge what a company could earn over a full year. The ChatGPT maker sits at the center of the AI spending boom — both as a major customer of chips and infrastructure, and as an indicator of ongoing demand for the technology it makes. What to look for in the next wave of IPOs, after SpaceX made history See All Videos Shares of Advanced Micro Devices and Nvidia — both of which have partnerships with OpenAI for graphics processing units needed to train the company’s AI models — fell 3.9% and 2.9%, respectively, on Thursday. Broadcom, which is designing a custom chip with OpenAI, saw its shares drop 4.3%.

Hallo. Die Besorgnis über die niedrigen Umsätze von OpenAI beruht angeblich auf einer fehlerhaften Berechnungsmethode, die den Eindruck erweckte, OpenAI läge hinter Anthropic zurück. Verkaufen Sie Ihre Aktien daher vielleicht noch nicht. Ich suche den Artikel.

Markus Koch klärt auf ..