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Update: Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2666576814","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666576814?lang=en_us&edition=fundamental","pubTime":"2026-09-12 00:58","pubTimestamp":1789145918,"startTime":"0","endTime":"0","summary":"Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF  rising 1.5% and the State Street SPDR S&P Semiconductor ETF  adding 3.4%.The Philadelphia Semiconductor index climbed 2.2%.In corporate news, Microsoft-backed  OpenAI is considering slowing development of advanced AI and hopes other AI companies do the same, Bloomberg reported. Separately, Microsoft plans to more than triple its global data center capacity to over 38 gigawatts in 2032, Bloomberg reported. 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AI-Driven Growth Acceleration Is Playing Out, UBS Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666575265","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666575265?lang=en_us&edition=fundamental","pubTime":"2026-09-12 00:36","pubTimestamp":1789144599,"startTime":"0","endTime":"0","summary":"Oracle  is seeing its material AI-driven growth acceleration play out, with quarterly positives outweighing the lack of a raised fiscal 2027 revenue guide, UBS said in a note Friday.The bank cited strong execution, tightly managed opex, and backlog growth from greater customer diversity.UBS said guidance for continued cloud infrastructure acceleration through fiscal 2027 was a positive surprise, and pointed to reaffirmed fiscal 2027 capex guidance of $90 billion-$95 billion and completion of Oracle's $20 billion ATM/secondary offering as easing credit risk. GPU pricing gains of over 20% on renewals support the view that revenue-per-gigawatt economics may be improving, UBS said.On the downside, UBS flagged Oracle's reaffirmation, rather than raise, of its $90 billion fiscal 2027 revenue guide, and a wide fiscal second-quarter growth range, as signs of capacity-timing uncertainty.UBS kept its buy rating on the stock and raised its price target to $250 from $245.Price: 151.48, Change: 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the note added.The fiscal Q2 revenue and cloud guidance came in ahead of consensus at $21.2 billion versus $21.07 billion and $13.4 billion versus $13.02 billion, respectively, though the $1.89 EPS midpoint came in line with Street estimates, the brokerage said.Management expects continued Oracle Cloud Infrastructure acceleration in fiscal 2027 and gave positive commentary on upcoming OCI 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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":"fut","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":["LU0661504455.SGD","ORCS","LU0068578508.USD","LU1069347547.HKD","LU2087625088.SGD","LU1720051108.HKD","LU1852331112.SGD","LU1720051017.SGD","LU2326559502.SGD","LU0157215616.USD","LU2543165471.USD","LU0314106906.USD","IGV","BK4534","LU1035773651.USD","LU1935043023.USD","LU0175139822.USD","LU0738911758.USD","LU0980610538.SGD","LU1934455863.HKD","LU0070302665.USD","SG9999001424.SGD","ORCZ","LU2108987350.USD","LU2458330243.SGD","BK4097","LU1548497426.USD","LU2250418816.HKD","LU0353189763.USD","LU1691799644.USD","BK4581","LU1934455194.USD","LU1989764748.USD","ORCL","LU0081259029.USD","LU0256863811.USD","LU0323591593.USD","LU0719512351.SGD","LU0130102774.USD","LU1235294995.USD","IE00BMPRXR70.SGD","LU2860962120.EUR","LU0444973449.USD","IE00BLSP4452.SGD","LU1366333091.USD","LU1935042991.SGD","OGIG","LU1935042488.USD","LU1642822529.SGD","IE00BMPRXQ63.HKD","LU0234572021.USD","LU2746668461.USD","LU1506573853.SGD","IE00B775SV38.USD","LU1366192091.USD","LU0289960550.SGD","LU0353189680.USD","IE00BBT3K403.USD","LU0648001328.SGD","LU0889565833.HKD","LU0109392836.USD","LU0949170772.SGD","LU0965509101.SGD","SG9999003800.SGD","LU0082616367.USD","LU1037948897.HKD","LU1823568750.SGD","LU0208291251.USD","LU0861579265.USD","LU1435385759.SGD","ORCU","LU2896262040.SGD","BK4585","LU2746668974.SGD","LU1815336760.USD","ORCX","LU0553294199.USD","LU1989772840.SGD","SG9999011175.SGD","IE00B7SZLL34.SGD","IE0004445239.USD","LU1935042215.USD","BK4543","LU1003077747.HKD","LU0417517546.SGD","IE0002270589.USD","LU1934455277.USD","LU2360106780.USD","IE00BLSP4239.USD","LU0198837287.USD","LU0985489474.SGD","LU0056508442.USD","IE00B19Z3B42.SGD","TDIV","LU0957808578.USD","IE00B19Z3581.USD","LU1201861249.SGD","LU0965509010.AUD","IE00B5949003.HKD","LU1935043536.SGD","LU2237957902.USD","ORAC","LU1046421795.USD","LU2458330169.SGD","BK4533","BK4538","LU1803068979.SGD","BK4516","LU0320765489.SGD","IE00BMPRXN33.USD","LU0348723411.USD","LU0476273544.USD","LU1989772923.USD","LU2054465674.USD","LU0545039389.USD","LU0965509283.SGD","LU0444971666.USD","IE00B3S45H60.SGD","BK4528","LU1989764664.SGD","IE0009356076.USD","LU0965508806.USD","LU0234570918.USD","LU0433182093.SGD","LU0878866978.SGD","LU2357305700.SGD","LU1489326972.SGD","BK4588","LU0210536198.USD","IE00BN8TJ469.HKD","LU1037948541.HKD","LU2237957811.SGD","LU2236285917.USD","SORCLmain","LU1429558221.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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