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cover of episode Wall Street Roundup: AI, IPOs, and standout earnings

Wall Street Roundup: AI, IPOs, and standout earnings

2025/6/13
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Wall Street Breakfast
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Brian Stewart
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Brian Stewart: 本周甲骨文的财报是市场关注的焦点。甲骨文的云服务部门收入增长强劲，这主要得益于公司在人工智能领域的创新。云服务部门的增长率达到了27%，并且预计在2026财年将加速至40%。基础设施部门的增长也达到了50%，并有望超过70%。然而，为了实施人工智能战略，甲骨文需要增加资本支出，这可能会对盈利能力产生影响。虽然收入增长迅速，但支出的增加可能会影响利润。总的来说，甲骨文在人工智能领域的投入和发展战略是其未来增长的关键，但同时也需要关注成本控制和盈利能力。

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Oracle's outstanding Q1 earnings, showing significant growth in cloud services and infrastructure, fueled a 14% stock surge. However, concerns remain about profitability due to increased CapEx for AI implementation. Nebius, another AI-focused company, also saw massive growth, but its high valuation raises concerns.
  • Oracle's stock is up 14%, driven by strong Q1 earnings and guidance.
  • Oracle's cloud services revenue grew by 27%, with infrastructure sector growth at around 50%.
  • Nebius's stock is up 150% since April, with Q1 revenue growth of 385%, but high valuation and dilution risk are concerns.

Shownotes Transcript

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation) (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings) underline tariff complications (6:18). Docusign's) now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). *Recorded on Thursday morning, June 12, 2025.*Show links: Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint)Is the IPO market back?)Market Pricing In Status Quo)Episode transcripts: seekingalpha.com/wsb)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).