未来发展 此外，投资者可关注云基础设施业务(OCI)的进展，如德克萨斯州阿比林数据中心的建设，以及剩余履 约义务(RPO)的转化情况，这些因素可能对长期业绩产生影响。 以上内容基于公开资料整理，不构成投资建议。 融资计划公告：2026年2月4日，甲骨文宣布计划在2026年通过债券和股权融资筹集最多500亿美元，以 支持云基础设施需求，满足AMD、Meta、Nvidia等大客户的算力要求。这一计划可能影响公司债务结 构和市场情绪。 评级变动与股价波动：2026年2月10日，甲骨文因获机构评级上调，股价在2月9日大幅上涨9.64%，并 在2月10日继续上涨2.11%，区间累计涨幅达9.01%，反映出市场对云业务前景的短期乐观情绪。 经济观察网基于最新公开信息，甲骨文股票近期值得关注的事件主要围绕其融资计划和市场评级变动。 近期事件 ...

Group 1 - The Conservative Income Portfolio aims to target value stocks with high margins of safety and reduce volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - Oracle Corporation has experienced significant volatility, achieving a 52-week high followed by a 60% drawdown in the last six months [2] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience focusing on options income and capital preservation [3] - The Conservative Income Portfolio includes two income-generating portfolios and a bond ladder, emphasizing lower volatility and capital preservation [3] - The Covered Calls Portfolio aims to provide lower volatility income investing, while the fixed income portfolio targets high income potential securities that are undervalued [3]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best-priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark can be seen below.The Oracle Corporation ( ORCL ) story has been an exciting one to follow. The company has been one of the rare tech stocks to make a 52-week high and then s ...

Beat the Market With Our Free Pre-Market NewsletterEnter your email to get Benzinga's ultimate morning update: The PreMarket Activity NewsletterOracle reported strong results for the second quarter of fiscal 2026 (ending November 2025) in December of 2025, with total revenue reaching approximately 16.1 billion USD, up 14% year-over-year. Cloud revenue grew 34% to 8.0 billion USD, driven by Oracle Cloud Infrastructure (OCI) expanding 66% to 4.1 billion USD. GAAP earnings per share rose 91% to 2.10 USD, while ...

Group 1: Market Capitalization and Stock Performance - Netflix's market capitalization is currently $346.9 billion, down 38.6% from its 52-week high [2][1] - Oracle's market capitalization stands at $410.4 billion, having fallen 56.5% from its peak [2][1] - Both companies are significantly below the $1 trillion market cap threshold, which includes major players like Nvidia, Alphabet, and Apple [2] Group 2: Oracle's AI Investments and Financial Position - Oracle is raising capital to fund its AI initiatives, focusing on expanding its Oracle Cloud Infrastructure (OCI) and multicloud data centers [5][7] - The company plans to raise $45 billion to $50 billion by 2026 through various financial instruments, including equity and bonds [7] - Oracle's long-term debt is $99.98 billion, while cash and cash equivalents are only $19.24 billion, raising concerns about its financial health [6][8] Group 3: Cash Flow and Investor Sentiment - Oracle reported negative free cash flow of $13.2 billion in Q2 of fiscal 2026, a decline from $9.5 billion in the same quarter the previous year [8] - The shift from being a high-margin cash generator to a capital-intensive operation has led to investor concerns regarding Oracle's heavy reliance on AI investments [8]

KD) securities between August 7, 2024 and February 9, 2026, inclusive (the "Class Period†). Kyndryl investors have until April 13, 2026 to file a lead plaintiff motion. IF YOU SUFFERED A LOSS ON...## Securities Fraud Investigation Into ICON Public Limited Company (ICLR) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law FirmLOS ANGELES--([BUSINESS WIRE])--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law fir ...

Core Viewpoint - Class action lawsuits have been filed against several publicly-traded companies, alleging that these companies made materially false and misleading statements regarding their business operations and financial prospects, leading to investor losses. Group 1: BlackRock TCP Capital Corp. (NASDAQ: TCPC) - The class period for BlackRock TCP Capital Corp. is from November 6, 2024, to January 23, 2026, with a lead plaintiff deadline of April 6, 2026 [2] - Allegations include failure to disclose that investments were not being timely valued, restructuring efforts were ineffective, unrealized losses were understated, and NAV was overstated, leading to misleading positive statements about the company's prospects [2] Group 2: Oracle Corporation (NYSE: ORCL) - The class period for Oracle Corporation is from June 12, 2025, to December 16, 2025, with a lead plaintiff deadline of April 6, 2026 [3] - Allegations state that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding revenue growth, creating risks related to debt, credit rating, and cash flow, thus rendering positive statements misleading [3] Group 3: Paysafe Limited (NYSE: PSFE) - The class period for Paysafe Limited is from March 4, 2025, to November 12, 2025, with a lead plaintiff deadline of April 7, 2026 [4] - Allegations include significant exposure to a high-risk client, understated credit loss reserves, issues with higher risk Merchant Category Codes, and an inability to meet previously issued financial guidance for fiscal year 2025, leading to misleading positive statements [4] Group 4: Inovio Pharmaceuticals, Inc. (NASDAQ: INO) - The class period for Inovio Pharmaceuticals is from October 10, 2023, to December 26, 2025, with a lead plaintiff deadline of April 7, 2026 [5] - Allegations indicate deficiencies in manufacturing for Inovio's CELLECTRA device, unlikelihood of submitting the INO-3107 BLA to the FDA on time, and overstated regulatory and commercial prospects, resulting in misleading positive statements [6]

Oracle Corp (NASDAQ:ORCL) shares are trading lower Wednesday morning after initially surging in early trading after the Centers for Medicare & Medicaid Services (CMS) selected Oracle Cloud Infrastructure (OCI) to host key mission-critical systems. Here’s what investors need to know. CMS Chooses Oracle For Medicare, Medicaid Cloud Migration The federal health agency will shift select on-premises workloads to OCI as part of an IT modernization effort, leaning on Oracle's FedRAMP High-authorized cloud to mee ...

Core Insights - Wall Street is experiencing a "Great Rotation," with investors moving away from high-flying technology stocks towards smaller companies and defensive sectors due to factors like "AI capex fatigue," a resilient U.S. economy, and expectations of a less-dovish Federal Reserve [1][3][10] Investment Trends - The five largest U.S. cloud and AI infrastructure providers, including Microsoft, Alphabet, Amazon, Meta, and Oracle, are projected to spend between $660 billion and $690 billion in capital expenditures by 2026, nearly doubling the spending levels of 2025 [2] - Pure-play AI companies like OpenAI and Anthropic are experiencing strong revenue growth, but their combined revenues do not match the significant infrastructure investments made in them [2] Market Performance - Approximately 65% of S&P 500 stocks are outperforming the index, indicating a broadening market breadth not seen in years, suggesting leadership is expanding beyond just mega-cap tech [4][10] - The State Street SPDR Portfolio S&P 500 Value ETF (SPYV) has increased by about 1.1% over the past month, while the State Street SPDR S&P 500 ETF Trust (SPY) has declined by 1.8% during the same period [5] Sector-Specific ETFs - The State Street Consumer Staples Select Sector SPDR Fund (XLP) has gained about 10% over the past month and 9.6% over the past year, indicating strong performance in non-cyclical sectors [6] - The First Trust Utilities AlphaDEX Fund (FXU) has risen by 7.8% in the past month and 22.9% over the past year, benefiting from the demand for utilities amid the AI boom [7] - The Vanguard High Dividend Yield ETF (VYM) has added approximately 4.7% over the past month, with an annual yield of 2.24%, appealing to investors seeking income in a volatile market [8] Small-Cap Performance - Small-cap stocks have outperformed large-cap stocks this year, supported by a domestic focus, dollar strength, and an improving earnings outlook, with the S&P SmallCap 600 index expected to return to positive growth in 2025 [11]

Core Insights - ReGrow Israel partners with Oracle Agriculture Data Intelligence to enhance agricultural recovery and resilience in Israel [1] - The platform integrates satellite imagery, ground data, and sensor feeds to provide real-time insights into soil conditions, crop progress, and water usage [1] - Oracle's AI models can forecast crop yields, detect threats, and quantify risks, aiding strategic agricultural planning [1] Company Overview - ReGrow Israel is a national initiative aimed at supporting the recovery and resilience of Israeli farmers, established by the NGO Volcani International Partnerships in collaboration with Mishkey HaNegev [1] - Oracle provides integrated applications and autonomous infrastructure through its cloud services, focusing on modern solutions for complex societal challenges [1] Industry Context - The Israeli agriculture sector has faced significant challenges over the past two years, emphasizing the resilience of farmers and organizations like ReGrow Israel [1] - The partnership with Oracle aims to optimize farming practices and improve productivity for future agricultural seasons [1]