Oracle is up 1.44% in pre-market trading, at $145.79.

老虎证券2026/07/10 09:25

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Investment bank Piper Sandler recently released a report stating that Oracle Cloud Infrastructure (OCI) business revenue is expected to exceed current market expectations in fiscal year 2027, mainly due to accelerated capital expenditures converting into actual revenue. Analysts believe that the company's large-scale capital expenditure (CapEx) is gradually transforming into actual capacity and income, and this conversion efficiency may be underestimated by investors. Piper Sandler maintains an "overweight" rating on Oracle, with a target price set at $225.

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Jensen Huang has recently made consecutive public statements claiming that AI development does not require new laws or regulations, characterizing the opposition between innovation and safety as a "false choice." He publicly appeared with Trump, forming a stark contrast to the stance of Dario Amodei, Sam Altman, and Elon Musk, who have called for coordinated efforts to slow down AI research. However, Nvidia’s business interests are closely tied to the pace of investment in AI infrastructure.

华尔街见闻•2026/09/16 00:21