Oracle-ի բաժնետոմսերը նվազում են՝ կապված արհեստական բանականության ամպային ծառայությունների շահույթի սահմանափակ марգինների հետ

"...Oracle stock slid..."

"...AI bullishness and cloud growth has been key to Oracle stock's rally over the past 12 months...."

"...The internal document shows the "financial challenge" in renting servers with Nvidia chips, as the publication described...."

"...Oracle declined to comment...."

"...Oracle has placed a big bet on its ability to rent servers equipped with Nvidia graphics processing units (GPUs) to AI startups and other enterprises through its cloud infrastructure business...."

"...It has paid off for Oracle stock...."

"...Shares had rallied nearly 70% this year entering trading Tuesday...."

"...But Oracle has pulled back by nearly 20% from a record high of 345.72 that its stock reached on Sept. 10...."

"...Oracle stock surged that day after the company reported fiscal first-quarter earnings and revealed its backlog of cloud-related work had reached $455 billion in contracted revenue as of August, a 359% jump from a year earlier...."

"...A growing partnership with OpenAI is a major contributor to that growth...."

"...The startup signed a five-year deal with Oracle valued at $300 billion for cloud computing services, according to a Wall Street Journal report on Sept. 10...."

"...Oracle stock fell below its 21-day moving average for the first time since its most recent rally began in early September...."

"...Oracle Stock, AI Stocks Fall..."

"...The slide comes amid questions about how the company will fund the data center capacity required to fulfill that demand...."

"...Other AI stocks were moved by the report on Tuesday as well...."

"...Nvidia's roughly 2% gain for the day was cut down to a fractional overall increase...."

"...AI-focused "neocloud" providers CoreWeave (CRWV) and Nebius Group (NBIS) were down as well...."

"...Wall Street analysts defended Oracle in notes to clients following the report and subsequent sell-off...."

"...Stifel analyst Brad Reback said he previously forecast roughly 16% gross margins for Oracle's cloud business...."

"...Reback wrote in a client note...."

"...We expect to hear much more about this, as well as significant out-year operating expenses leverage, at next week's analyst day...."

"...Oracle is hosting an analyst day next week as part of its "AI World" conference in Las Vegas...."

"...Guggenheim analyst John DiFucci, meanwhile, wrote that there is a lag between when Oracle builds cloud infrastructure and when its recognizes revenue for renting those servers...."

"...DiFucci wrote...."

"...Both DiFucci and Reback rate Oracle stock as a buy...."