Dell Technologies IncDELL
▲ ポジティブ需要関連度
Oracle's $90-95B capex guidance flows directly to AI rack/cooling/networking vendors like Dell, lifting its shares 11%.
銘柄への影響 6
Artificial Intelligence
Dell Technologies Inc
Hewlett Packard Enterprise CoHPE
▲ ポジティブ需要関連度
Oracle's $90-95B capex spending flows directly to AI rack/cooling/networking vendors like HPE, lifting its shares 11%.
Super Micro Computer IncSMCI
▲ ポジティブ需要関連度
Super Micro climbed 4% on Oracle capex flows, with SVP Mike Staiger highlighting a $60B order book.
Financials
Cloud & Digital Infrastructure
Oracle CorporationORCL
▲ ポジティブ資本関連度
Oracle CFO confirmed full-year capex of $90-95B, the spending guidance that drove the AI infrastructure repricing.