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F1Q Print Boosts Confidence in Data-Center Buildout","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520463","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520463?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:11","pubTimestamp":1789135860,"startTime":"0","endTime":"0","summary":"1011 ET - Oracle's F1Q report should help build confidence that its data-center buildout is going as planned and will be converted into revenue, JPMorgan says in a note. The company told investors that its incremental $30 billion of AI contracts probably won't demand more cash outlays beyond its prior guidance for $40 billion of capital in the current fiscal year, according to the analysts. The company also forecast that around half of its $664 billion in remaining performance obligations will convert to revenue in the next three years, and appears to have made progress on diversifying its data-center buildout, reducing the risk from any single project being delayed, the analysts say. Investors may still question whether Oracle's cash outlay will moderate significantly after FY28, particularly with the robust industry demand backdrop, the analysts add.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B5949003.HKD","LU0130102774.USD","LU2236285917.USD","BK4585","LU0348723411.USD","LU0314106906.USD","IE00B19Z3581.USD","LU0719512351.SGD","LU2360106780.USD","LU0210536198.USD","LU0198837287.USD","LU0738911758.USD","LU0417517546.SGD","LU1989772840.SGD","LU0289960550.SGD","LU0353189763.USD","LU0553294199.USD","LU0175139822.USD","LU0965509101.SGD","LU2108987350.USD","LU0861579265.USD","LU0444973449.USD","IE0002270589.USD","LU0545039389.USD","LU1935043023.USD","ORCS","BK4543","LU1803068979.SGD","LU1069347547.HKD","LU1935042488.USD","IE00BMPRXQ63.HKD","IE0009356076.USD","LU0323591593.USD","LU1989772923.USD","LU2054465674.USD","LU1235294995.USD","LU1989764748.USD","LU1720051108.HKD","IE00B3S45H60.SGD","BK4538","IE00B775SV38.USD","LU1489326972.SGD","LU1548497426.USD","IE00BMPRXN33.USD","LU1366333091.USD","BK4097","LU0056508442.USD","LU0353189680.USD","LU2087625088.SGD","ORCU","LU0444971666.USD","LU0208291251.USD","LU2746668461.USD","LU0878866978.SGD","IGV","IE00BLSP4452.SGD","LU1935043536.SGD","LU2896262040.SGD","LU1934455194.USD","BK4588","LU1201861249.SGD","LU2543165471.USD","LU0256863811.USD","LU1642822529.SGD","LU2326559502.SGD","LU2860962120.EUR","LU2458330169.SGD","LU2237957902.USD","LU1815336760.USD","LU1720051017.SGD","LU0889565833.HKD","LU0157215616.USD","LU0433182093.SGD","LU1989764664.SGD","IE00BLSP4239.USD","IE00B19Z3B42.SGD","LU1037948541.HKD","LU0980610538.SGD","LU1823568750.SGD","LU0661504455.SGD","LU1429558221.USD","LU2746668974.SGD","LU1046421795.USD","BK4581","SG9999001424.SGD","LU1852331112.SGD","LU0081259029.USD","LU1691799644.USD","SG9999003800.SGD","LU0476273544.USD","LU0234572021.USD","LU1934455277.USD","IE00BMPRXR70.SGD","LU0965509010.AUD","TDIV","ORCX","LU0965508806.USD","LU2458330243.SGD","IE00BBT3K403.USD","LU0949170772.SGD","LU0109392836.USD","SG9999011175.SGD","LU0965509283.SGD","LU0234570918.USD","LU2237957811.SGD","IE00B7SZLL34.SGD","LU1935042991.SGD","LU1935042215.USD","LU1435385759.SGD","LU2250418816.HKD","LU1506573853.SGD","BK4516","LU1035773651.USD","BK4528","LU0068578508.USD","LU1003077747.HKD","LU0082616367.USD","LU0320765489.SGD","LU1366192091.USD","IE00BN8TJ469.HKD","LU0985489474.SGD","LU2357305700.SGD","LU0070302665.USD","BK4534","BK4533","LU0648001328.SGD","OGIG","ORCL","IE0004445239.USD","SORCLmain","ORCZ","LU1037948897.HKD","LU1934455863.HKD","ORAC","LU0957808578.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666520717","title":"ORCL Stock: Barclays Lifts Price Target after Oracle’s Q1 Beat, Says Growth Has ‘Inflected’","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520717","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520717?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:09","pubTimestamp":1789135742,"startTime":"0","endTime":"0","summary":"Oracle ($ORCL) stock opened 2% higher at Friday’s market open after the company beat Wall Street expectations on both revenue and earnings. 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AI is bending the growth curve higher, 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Chatter: Broadcom's VMware Licensing Overhaul Draws More EU Antitrust Scrutiny","url":"https://stock-news.laohu8.com/highlight/detail?id=2666529768","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666529768?lang=en_us&edition=fundamental","pubTime":"2026-09-11 19:26","pubTimestamp":1789125968,"startTime":"0","endTime":"0","summary":"Broadcom  is facing stricter European Union antitrust oversight regarding its revised VMware software licensing framework following its $61 billion acquisition, Bloomberg News reported Friday, citing a July questionnaire sent to cloud vendors.EU regulators requested details from impacted cloud firms regarding VMware's necessity, alternative software availability, restrictive certification terms, and regional market scale, the news outlet reported.The regulatory probe comes ahead of a March-end deadline after which certain cloud providers risk losing access to sell VMware subscriptions under Broadcom's updated partner program, according to the report.Broadcom did not immediately respond to MT Newswires' request for 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