Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road ahead may be difficult. This is because high debt and potential equity raises may weigh on the stock for some ...

Group 1 - The current Trump administration's "mercantilist" approach is evident in its chip tariff strategy, which is more about negotiating with chip manufacturers than a definitive goal [1] - Reports indicate that the U.S. plans to exempt major tech companies like Amazon, Google, and Microsoft from upcoming chip tariffs due to their investments in AI data centers, with exemptions linked to TSMC's investment commitments [1][4] - The U.S. government has announced a 25% tariff on certain imported semiconductors and related equipment, citing national security threats, while noting that only 10% of the chips needed are produced domestically [3] Group 2 - The new plan allows TSMC to allocate exemption quotas for its U.S. clients based on their investment levels in the U.S., aiming to encourage more domestic chip manufacturing [4][5] - TSMC has committed to investing $165 billion in expanding its U.S. production capacity, with the U.S. government closely monitoring the integrity of tariff and rebate measures [5] - Major U.S. tech companies are projected to invest $700 billion in AI infrastructure by 2026, nearly double last year's total, with significant portions allocated for data centers and advanced chips [6] Group 3 - The AI investment surge is reshaping the economic landscape, leading to increased demand for memory chips and computing components, which is causing shortages in parts needed for traditional consumer electronics [6] - European investments in AI, such as the €20 billion announced by France, are significantly lower than the investments by U.S. tech giants, highlighting challenges in financing AI development in Europe [7] - The reallocation of labor and materials in the U.S. to support large tech projects is driving up construction costs and exacerbating housing crises in various cities [7]

Market Overview - U.S. stock futures are showing a mixed picture as investors digest the previous day's rally and prepare for significant economic data and corporate earnings [1] - Major indexes closed higher on Monday, but premarket trading indicates a cautious start to the session [1] Premarket Trading and Index Futures - S&P 500 (SPX) futures are slightly higher, up approximately 0.1% to 0.12% [2] - Nasdaq 100 (NDX) futures are showing a slight dip of around 0.05% [2] - Dow Jones Industrial Average (DJIA) futures are also flat, with a modest gain of about 0.02% to 0.13% [2] Recent Market Performance - On Monday, DJIA closed at a new all-time high of 50,219, up 0.04% [3] - S&P 500 gained approximately 0.5%, closing at 6,964.82 [3] - Nasdaq Composite rose 0.9% to 23,238.67, driven by a rebound in tech stocks [3] Key Upcoming Market Events - Retail Sales report for December is expected to show a rise of 0.4% month-on-month, providing insights into consumer demand [4] - The rescheduled January Jobs Report is anticipated to influence Federal Reserve policy expectations [5] - Consumer Price Index (CPI) and inflation readings will be released later in the week, impacting monetary policy decisions [5] Major Stock News and Corporate Announcements - Coca-Cola (KO) is expected to report an EPS of $0.56, a 1.82% year-over-year increase [6] - S&P Global Inc. (SPGI) is anticipated to show a 14.59% increase in EPS to $4.32 [6] - Spotify Technology S.A. (SPOT) is projected to see a significant 56.91% jump in EPS to $2.95 [6] - Fiserv, Inc. (FISV) is expected to report a 24.30% decrease in EPS to $1.90 [6] - CVS Health (CVS) is estimated to see a 16.81% decrease in EPS to $1.68 [6] Other Corporate News - ZoomInfo Technologies (ZI) saw a decline of over 10% in premarket trading despite surpassing market expectations [7] - Goodyear Tire & Rubber Company (GT) reported flat net sales but a 9% organic increase in segment operating income [8] - Tech giants like Nvidia (NVDA) and Broadcom (AVGO) experienced gains of 2.4-3.4% [9] - Oracle (ORCL) surged 9.6% following an analyst upgrade related to AI demand [10] - Workday (WDAY) shares fell 5.1% after CEO resignation, while Kroger (KR) shares rose 3.9% after announcing a new CEO [11]

Oracle Corporation (NASDAQ:ORCL) stock rose Tuesday as the company deepened its push into enterprise artificial intelligence and healthcare-focused cloud services, reinforcing investor confidence in its long-term growth strategy.Separately, DA Davidson upgraded the stock to Buy on Monday, citing growing conviction in Oracle's AI strategy and long-term partnerships.AI Agents Embedded Across Core Business FunctionsRunning on Oracle Cloud Infrastructure, the prebuilt AI agents are natively integrated and avail ...

Core Insights - Oracle has introduced new AI agents within Oracle Fusion Cloud Applications aimed at enhancing supply chain efficiency and decision-making for supply chain leaders [1][2] - These AI agents are designed to automate workflows, reduce manual errors, and provide insights that facilitate faster and more confident decision-making [1][2] AI Agents Overview - The AI agents are embedded in various supply chain processes including planning, procurement, manufacturing, maintenance, and logistics [1][2] - They are built using Oracle AI Agent Studio and are integrated within Oracle Cloud Infrastructure with no additional cost [2] Specific AI Agents and Their Functions - **Planning Cycle Agent**: Automates task coordination and improves planning cycle efficiency by managing planning tasks [6] - **Component Replacement Agent**: Automates component replacement processes and minimizes disruptions by analyzing supply chain impacts [6] - **Planning Measure Expression Agent**: Aids in creating planning measures and KPIs quickly and accurately [6] - **Autonomous Sourcing Agent**: Facilitates competitive bidding for low-dollar, high-volume purchases [6] - **Maintenance Work Order Cost Estimation Advisor Agent**: Optimizes planning and controls costs by estimating work order costs [6] - **Outside Processing Shipping Agent**: Streamlines shipping and improves collaboration with suppliers [6] - **Inventory Tasking Agent**: Reduces delays and improves warehouse productivity by assigning tasks automatically [6] - **Inventory Aging Advisor Agent**: Helps reduce carrying costs associated with slow-moving inventory [6] - **Wave Research Advisor Agent**: Resolves warehouse issues faster and improves picking and shipping performance [6] - **Task Management Assistant**: Identifies and prioritizes at-risk orders to enhance shipment reliability [7] - **Purchase Order to Sales Order Converter Agent**: Accelerates order creation and reduces fulfillment costs by automating data extraction and order submission [10] - **Product Configuration Agent**: Simplifies product configuration by interpreting requirements and generating finalized configurations [10] - **Service Parts Advisor Agent**: Improves service response and resolution accuracy by identifying the right parts for customer issues [10] Overall Benefits - Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes, enhancing organizational resilience and adaptability to market changes [8] - Customers and partners can also create and manage their own AI agents using the AI Agent Studio for Fusion Applications [8]

Core Insights - Oracle has introduced new capabilities in Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) to assist organizations in managing the specific needs of process manufacturing, enhancing production visibility and regulatory compliance [1][2] Group 1: New Capabilities - The latest innovations in Oracle Cloud SCM enable real-time production adaptation, improved batch outcomes, and enhanced traceability as materials and conditions change [2] - Key features include streamlined recipe and yield management, flexible batch manufacturing execution, and connected process execution [3] Group 2: Advanced Features - Formula-recipe-batch synchronization helps maintain product quality and compliance by automatically synchronizing formula changes with recipes [5] - Operation yield modeling allows manufacturers to understand and control process loss by tracking batch quantities based on formula ingredients [5] - Electronic batch record approval facilitates regulatory compliance through electronic review and signature for completed batches [5] Group 3: Integration and AI - Oracle Cloud SCM provides a unified AI-powered platform that integrates supply chain and operations processes, enhancing resilience and adaptability to market changes [6] - Embedded AI analyzes supply chain data and automates processes to improve business operations and build a resilient supply network [6] Group 4: Additional Features - Expired lot prevention helps reduce risk and waste by blocking the use of expired materials in production [9] - Automated product lot expiration calculation improves shelf-life accuracy by calculating expiration dates based on ingredient shelf life [9]

New role-based AI agents embedded in Oracle Fusion Cloud Applications transform slow and reactive sales, marketing, and service processes into revenue driving opportunities MUMBAI, Feb. 10, 2026 /PRNewswire/ -- Oracle AI World Tour -- Oracle today announced new role-based AI agents within Oracle Fusion Cloud Applications to help organizations deliver intelligent customer experiences (CX) at scale. Built using Oracle AI Agent Studio for Fusion Applications, the new AI agents are embedded within marketing, sa ...

2026年2月9日晚的美股市场，上演了一场让很多投资者既兴奋又意外的行情。 本以为大涨之后总要歇一歇，结果三大指数再次集体收红，道琼斯工业平均 指数更是稳稳站上了50135.87点的历史新高。 更让人瞩目的是，市场的领涨主线异常清晰：一边是以半导体为代表的科技股强势回归，另一边是黄金白银等 贵金属价格大幅飙升。 而备受关注的中概股，也在整体小幅上涨中呈现出明显的内部轮动。 这场发生在2026年2月9日美东时间的普涨，背后是资金在关键 经济数据公布前的一次重要布局。 道琼斯工业平均指数在2月9日收盘时上涨了20.20点，涨幅0.04%，报收于50135.87点。 这个点位不仅创下了该指数的历史收盘新高，也标志着道指首次突破 了50100点的重要心理关口。 盘中交易时段，道指一度触及50149.47点，同样刷新了盘中历史最高纪录。 虽然涨幅不大，但在历史高位附近能够继续向上突 破，本身就传递出市场权重板块的稳定支撑力。 纳斯达克综合指数的表现更为强劲。 该指数全天上涨207.46点，涨幅达到0.90%，收盘报23238.67点。 作为以科技成长股为主的指数，纳指的领涨直接反映 了科技板块的整体回暖。 标准普尔50 ...

Core Insights - The article provides a comprehensive market analysis focusing on investment opportunities and trends in various sectors [1] Group 1: Market Trends - The analysis highlights significant shifts in market dynamics, indicating a growing interest in sustainable investments and technology-driven sectors [1] - There is an observed increase in market volatility, which is influencing investor sentiment and decision-making processes [1] Group 2: Investment Opportunities - Emerging markets are identified as key areas for potential growth, with specific emphasis on sectors such as renewable energy and digital finance [1] - The report suggests that companies leveraging innovative technologies are likely to outperform traditional industries in the coming years [1] Group 3: Economic Indicators - Key economic indicators, including GDP growth rates and unemployment figures, are discussed, showing a mixed outlook for different regions [1] - Inflation rates are noted to be a critical factor affecting consumer spending and investment strategies [1]

Core Viewpoint - D.A. Davidson upgraded Oracle's stock rating from neutral to buy, maintaining a target price of $180, based on the reduction of significant risks associated with OpenAI, which were previously seen as the company's biggest unresolved issues [1] Group 1: Rating Change - D.A. Davidson's analyst, Gil Luria, believes that the market's sell-off of Oracle stock may have been excessive, although concerns about the company's outlook remain [1] - The upgrade reflects a positive shift in the outlook for Oracle's performance due to changes in the risk landscape related to OpenAI [1] Group 2: Financial Concerns - Oracle is facing substantial financial burdens, including $130 billion in debt and $248 billion in operating lease commitments, which are expected to weigh on the company in the coming years [1] - The company is in a precarious position and must perform exceptionally well to navigate out of its current challenges [1] Group 3: Potential Stock Pressure - Oracle's planned stock issuance may create selling pressure in the next 10 weeks, adding to the existing concerns about the company's financial health [1]