据报道，OpenAI计划到2030年在算力方面总计投入6000亿美元。OpenAI首席执行官萨姆·奥特曼(Sam Altman)早在去年10月曾表示，该公司计划到2033年在基础设施方面投入高达1.4万亿美元。 法国巴黎银行分析师Stefan Slowinksi在一份投资者报告中表示："在我们看来，这些修订并不一定反映 出OpenAI变得更加克制。相反，更新后的预测与此前宣布的到2033年1.4万亿美元基础设施承诺大体一 致，资本支出仍明显集中在2030年之后。考虑到OpenAI可能计划到2030年每年在算力方面投入超过 2000亿美元，我们的粗略测算表明，OpenAI最初提出的1.4万亿美元规模仍有可能实现。" 法国巴黎银行股票研究部门表示，OpenAI更新后的人工智能(AI)基础设施资本支出计划，对超大规模云 服务商微软(MSFT.US)和甲骨文(ORCL.US)构成利好。 法国巴黎银行认为，这一更新总体上为OpenAI的主要支持者微软以及其主要基础设施合作伙伴甲骨文 描绘了积极前景。Stefan Slowinksi指出："随着现金消耗前景更加明确，以及OpenAI超过1000亿美元的 融资即将完成(此后 ...

法国巴黎银行认为，这一更新总体上为OpenAI的主要支持者微软以及其主要基础设施合作伙伴甲骨文 描绘了积极前景。Stefan Slowinksi指出："随着现金消耗前景更加明确，以及OpenAI超过1000亿美元的 融资即将完成(此后可能还需要约800亿美元才能实现自由现金流盈亏平衡)，我们认为这在短期内降低 了微软和甲骨文面临的OpenAI对手方风险。OpenAI更新后的营收预期(2030年目标为2800亿美元，较此 前2000亿美元的上调主要来自企业业务)也意味着，如果OpenAI能够实现其目标，微软到2030财年应能 额外获得120亿美元的收入分成(较市场一致预期高出4%)。不过，尽管OpenAI还计划在短期内大幅提高 算力预算，但微软和甲骨文是否会直接受益于这部分新增支出仍不明确，尤其是在亚马逊(AMZN.US) 据称参与本轮融资的情况下。" 据报道，OpenAI计划到2030年在算力方面总计投入6000亿美元。OpenAI首席执行官萨姆·奥特曼(Sam Altman)早在去年10月曾表示，该公司计划到2033年在基础设施方面投入高达1.4万亿美元。 法国巴黎银行分析师Stefan Slowinksi ...

NEW YORK, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Oracle Corporation ("Oracle" or the "Company") (NYSE: ORCL) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Oracle investors who were adversely affected by alleged securities fraud between June 12, 2025 and December 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/oracle-corporation-lawsuit-su ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to reinvent customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, reshaping the global economy [2] - Major firms like PwC and McKinsey acknowledge that AI could unlock multi-trillion-dollar potential, supporting Musk's ambitious forecast [3] Industry Trends - The AI revolution is characterized by a powerful breakthrough that is redefining work, learning, and creativity, attracting significant interest from hedge funds and top investors [4] - A smaller, under-owned company is identified as holding the key to the AI revolution, suggesting a potential investment opportunity [4][6] - Prominent billionaires, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for significant social impact [8] Investment Opportunities - There is a strong belief that investors will regret not owning certain stocks related to AI advancements in the near future [9] - A detailed report on a groundbreaking AI company is available, highlighting its technology and growth potential [10] - Subscription to a premium newsletter offers access to exclusive insights and stock picks, emphasizing the urgency to invest before broader market awareness [12][14]

Famed “Big Short” investor Michael Burry has issued a scathing warning to Silicon Valley, alleging that tech giants are employing aggressive accounting maneuvers to mask the true costs of the AI infrastructure race.The ‘Sinister’ Accounting Trick“Now you are engaging in accounting tricks to hide expense, to protect earnings,” Burry posted. “You will be tortuously adjusting your earnings in a new and sinister ways.”Inflated Profits And The 20% GapAccording to data shared by Burry, this accounting treatment c ...

Core Insights - Hyperscalers are significantly increasing their AI capital expenditure (capex) and are increasingly utilizing credit markets for funding, which is challenging their previously held 'fortress balance sheet' status [1][2][5] - Investors are concerned that this shift disrupts the "unspoken contract" that kept speculative AI spending separate from debt markets, raising questions about creditworthiness [4][5] Capital Expenditure Trends - Major tech companies like Amazon, Meta, and Alphabet have announced substantial increases in their full-year capex plans, with UBS projecting that aggregated capex among AI hyperscalers could exceed $770 billion by 2026, a 23% increase from prior expectations [2] - This increase in capex is expected to lead to an additional $40 billion to $50 billion in borrowing, pushing public market debt issuance to between $230 billion and $240 billion for the year [2] Market Dynamics - The shift towards bond markets is altering the relationship between hyperscalers and investors, as these companies are now seen as taking on more debt rather than relying solely on cash flow for AI investments [3][4] - Investors are now scrutinizing the debt levels of these companies, which were previously viewed as low-risk due to their strong credit ratings [5][10] Investor Sentiment - BlackRock has indicated that mega-cap tech companies are using the current credit issuance boom to bridge the gap between current investments and future revenues, raising concerns about rising corporate borrowing adding supply to bond markets [5][6] - The focus of the market has shifted to how AI adoption will translate into revenues and profits, creating a need for active investing strategies [9] Financial Health and Risks - While AI hyperscalers maintain strong balance sheets and cash flow generation, they are taking on more leverage, which raises concerns about potential hidden risks in the system [12][13] - There are fears that rapid technological advancements could render large data centers obsolete, impacting the long-term viability of investments in these assets [10][11]

Core Viewpoint - A securities fraud class action lawsuit has been filed against Oracle Corporation, alleging material misstatements regarding its data center capabilities for AI infrastructure and capital expenditures during the class period from June 12, 2025, to December 16, 2025 [1] Summary by Relevant Sections Lawsuit Details - The lawsuit, titled Barrows v. Oracle Corporation, was filed on February 3, 2026, in the United States District Court for the District of Delaware [1] - Investors who purchased Oracle common stock during the class period may seek to serve as lead plaintiff by April 6, 2026 [1] Allegations - The complaint alleges that Oracle misled investors by overstating its contracts for AI infrastructure development and falsely assuring that significant capital expenditures would lead to rapid revenue growth [1] - Specific allegations include: 1. Oracle's AI infrastructure strategy would lead to substantial increases in capital expenditures without corresponding near-term revenue growth [1] 2. Increased spending posed risks to Oracle's debt, credit rating, free cash flow, and project funding [1] 3. Defendants' statements regarding Oracle's business and prospects were materially false and misleading [1] Investor Actions - Investors are encouraged to retain legal counsel or contact Kessler Topaz Meltzer & Check, LLP for a free case evaluation [1] - The lead plaintiff process allows investors to represent the class and direct the litigation, with the deadline for filing set for April 6, 2026 [1]

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for alleged misleading statements regarding its AI infrastructure strategy and its impact on capital expenditures and financial health during the Class Period from June 12, 2025, to December 16, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - It alleges that the increased spending poses risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [5]. - The lawsuit asserts that the defendants' statements about Oracle's business and prospects were materially false and misleading, resulting in investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Oracle common stock during the Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the court by April 6, 2026, to represent other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm specializes in securities class actions and has a strong track record, having achieved significant settlements for investors, including over $438 million in 2019 [4]. - The firm has been recognized for its success in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013 [4].

Software stocks are sliding. As of Feb. 19, Microsoft stock is down 28% from its all-time high of last fall. Oracle stock is down 55% from its record high, also in late 2025. Salesforce stock has lost 27% of its value this year. Analysts offer competing, somewhat contradictory theories about the software selloff. By one account, stock traders fear artificial intelligence will put software companies out of business by rendering their products obsolete. Another narrative suggests software firms have oversp ...

Core Viewpoint - A securities fraud class action lawsuit has been filed against Oracle Corporation, alleging that the company misled investors regarding its AI infrastructure investments and revenue growth potential during the specified Class Period from June 12, 2025, to December 16, 2025 [1]. Group 1: Allegations of Misconduct - Oracle allegedly misled investors by promoting its AI infrastructure contracts and falsely assuring that increased capital expenditures (CapEx) would lead to rapid revenue growth [4]. - S&P Global Ratings warned that OpenAI could account for over a third of Oracle's total revenues by fiscal 2028, raising concerns about the sustainability of Oracle's revenue projections [4]. - Following negative analyst reports and disappointing financial results, Oracle's stock price experienced significant declines, including a drop of $5.37 (nearly 2%) on September 24, 2025, and an additional decline of $17.13 (over 5.5%) on September 25, 2025 [5]. Group 2: Financial Performance and Projections - Oracle reported financial results for Q2 fiscal year 2026 that included revenue growth below analysts' expectations and negative free cash flow exceeding $10 billion [6]. - The company projected $50 billion in CapEx for fiscal year 2026, significantly higher than previous estimates, yet did not increase its revenue guidance for 2026 [6][10]. - Analysts noted a "bombshell disclosure" regarding Oracle's lease commitments, which increased to $248 billion, far exceeding previous commitments and raising concerns about the company's financial health [10]. Group 3: Market Reactions and Stock Performance - Following the announcement of increased lease commitments and delays in data center projects, Oracle's stock fell by $8.88 (approximately 4.5%) on December 12, 2025 [10]. - The withdrawal of Blue Owl Capital from a $10 billion funding deal for Oracle's data center projects led to a further decline in stock price by $10.19 (about 5.4%) on December 17, 2025 [11]. - The cost of protecting Oracle's debt against default reached its highest level since April 2009, indicating rising credit risk and investor concerns [9].