$ORCL (+0,12 %)

https://www.golem.de/news/it-konzern-unter-druck-echtheit-von-oracle-kundendaten-nach-cyberangriff-bestaetigt-2503-194741.html

That's not good for the image. 😖

In the USA, Oracle $ORCL (+0,12 %) has bright prospects in the midst of a challenging market environment. Despite a reluctance to invest and intense competition in the cloud business, the company disappointed market forecasts in the last quarter. But that is not the end of the story. Group CEO Safra Catz is optimistic for the coming 2025/2026 financial year. She speaks of an impressive order backlog of 130 billion dollars, which could increase total sales by a hefty 15 percent.

In addition to these growth prospects, there was also good news for shareholders: Oracle is planning to increase its quarterly dividend by a quarter to 0.50 dollars per share. Oracle is thus not only focusing on expansion, but is also rewarding its investors.

Source:

https://www.manager-magazin.de/unternehmen/oracle-sap-rivale-setzt-auf-wachstum-und-steigert-dividende-a-f9d3448f-923b-4ded-a98b-378f7427d1b2

A number of important earnings releases are scheduled for the coming week. The focus will be on:

📌 Adobe ($ADBE (+2,31 %) )

📌 Oracle ($ORCL (+0,12 %) )

📌 DocuSign ($DOCU (+1,16 %) )

📌 D-Wave Quantum ($QBTS (+0,77 %) )

📌 ZIM Integrated Shipping ($ZIM (+1,76 %) )

📌 ULTA Beauty ($ULTA (-0,21 %))

📌 Kohl's ($KSS (+1,47 %) )

📌 Dollar General ($DG (+0,56 %))

📌 UiPath ($PATH (+2,11 %) )

📌 SentinelOne ($S (+2,85 %))

Which of these companies are you following with particular interest? Do you have positions in any of these stocks?

🔗 Source: Earnings Whispers

I would like to share with you my theory on the deepseek issue.

AI has the potential to turn the current world order upside down. Computing power is the new oil of the 21st century. Until now, everyone was firmly convinced that this was associated with high acquisition costs (R&D, infrastructure...). In order to extend its lead in the field of AI, the USA announced the 500 billion dollar Stargate project project. This represents an unprecedented level of investment that could cause other regions of the world to fall behind. other regions of the world fall behind.

Now my theory comes into play. Only days after the announcement of this investment package, news suddenly spread about a Chinese AI start-up that is supposedly as good as OpenAI, but can do the whole thing for virtually nothing. The information on the 6 million dollar development costs is as questionable as it is unverifiable.

The direct consequence of this news is that major investments in AI are being questioned. Why invest 500 billion in AI when you only need 6 million? The Chinese government with its puppet deepseek has now achieved its goal. They want to blow up Stargateblock it or simply take the wind out of its sails. SoftBank $9984 (-1,2 %), OpenAI and Oracle $ORCL (+0,12 %) will not be deterred from the project, but potential investors such as Apollo, Brookfield or sovereign wealth funds from the Middle East could be unsettled and reconsider their investments. be unsettled and reconsider their investments.

Meanwhile subsidizes China continues to secretly subsidize its own AI industry with billions. As private investors are unwilling or unable to invest so much money in China, they have resorted to this perfidious strategy in times of the cold war of technology probably the new normal.

What do you think of my theory? Or do you think it was all just a coincidence, there is no intention behind it and deepseek is a great thing?

As there are always questions here at getquin about the future of share X or how the markets will develop, I went to the oracle and asked a few questions.

According to the ball, the probability that a share will rise in the next few days/weeks/months/years is exactly 33.33333333%

The long-term future of the markets also looks rosy, with a 99.99% probability that the markets will be in a much better position in 20 years' time.

Should a nuclear war break out, however, things look bleak, with the probability of a crash

a crash and you lose money is 100%, only 1 Bitcoin remains 1 Bitcoin

If there is no dividend yet, you shouldn't get your panties in a bunch. The probability that it will be paid out in the next few days is 100%

I hope I was able to help some people with this 😁

The CEO of $SAP (+2,08 %), Christian Kleindescribed the recently announced investment of 500 billion US dollars in the US AI infrastructure, the so-called Stargate project, as a "wake-up call for Europe". In an interview at the #wef2025 Klein called the project, which was initiated by OpenAI, $9434 (+0,37 %), $ORCL (+0,12 %) and led by the Trump Administration, "a great step". He explained that it was the right decision and would also help to increase government productivity. Klein pointed out that Europe often complains about regulations and too many AI laws, while the Stargate project is a good role model for Europe.

He added that he would "absolutely support".

"We work with all public sectors worldwide and of course we would welcome it in Europe as well"

"Europe needs it the most, from my point of view."

According to Bloomberg, SoftBank $9984 (-1,2 %) and OpenAI will each initially invest 19 billion dollars in Stargate. Each will hold 40% of the shares in the joint venture. Oracle $ORCL (+0,12 %) and MGX are both investing 7 billion dollars, but no specific shares are attributed to them. The remainder of the initial 100 billion dollars will be financed through debt and smaller investments from third parties.

Who still finds it funny how offended Elon Musk is about the whole thing? Trump has shown him who really has the say.

https://finance.yahoo.com/news/softbank-openai-plan-19-billion-022702821.html

The return of Donald Trump and the announcement of the ambitious "Stargate" project are bringing a breath of fresh air to the US AI and energy sector. With an investment of up to 500 billion dollars, OpenAI, Softbank and Oracle are planning to build the next generation of high-performance data centers. The aim is to create the infrastructure for future AI technologies - a project that could not only revolutionize the AI world, but also provide new impetus for the energy sector.

The winners of the AI revolution

Companies like $NVDA (+4,72 %) NVIDIA, $MSFT (+1,32 %) Microsoft and $ORCL (+0,12 %) Oracle are among the obvious beneficiaries of the new AI boom. Their hardware and software solutions are essential to provide the required computing power. However, the increasing demand for energy for these data centers has brought another issue into the spotlight: nuclear power.

Nuclear power as the basis for the future of AI

The immense power requirements of modern data centers demand stable energy sources. As a result, nuclear power is making a comeback in the USA - it is seen as a reliable solution to ensure the operation of energy-intensive AI and quantum computing applications. Companies like Constellation Energy, Vistra and Centrus Energy are in focus, as they are ideally positioned to benefit from this development.

• $CEG (+3,02 %)
  Constellation Energy, core player in the nuclear energy sector.
• $VST (+1,58 %)
  Vistrawith one of the largest nuclear power fleets in the USA.
• $LEU (+1,24 %)
  Centrus Energya leading supplier of nuclear fuel, sees strong growth due to increasing demand.

Conclusion

Finally a breath of fresh air for NVIDIA and Co. Vistra would be my personal favorite to meet the increasing demand for energy. Nancy Pelosi has a similar view ;) Good luck to you all!

After the latest news, should you consider investing in $ORCL (+0,12 %) or $9984 (-1,2 %) to invest?