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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: -1.","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://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["LU0210536198.USD","LU1852331112.SGD","LU1989764748.USD","BK4543","LU1935042488.USD","IE00B5949003.HKD","SG9999003800.SGD","LU0553294199.USD","LU0661504455.SGD","LU0878866978.SGD","LU1720051108.HKD","LU1935043023.USD","LU0985489474.SGD","LU0980610538.SGD","LU1037948897.HKD","IE0004445239.USD","IE00B3S45H60.SGD","BK4585","LU1720051017.SGD","LU1935042991.SGD","LU0314106906.USD","BK4533","BK4581","LU1046421795.USD","LU1823568750.SGD","LU2087625088.SGD","LU1548497426.USD","IE00BMPRXR70.SGD","LU1691799644.USD","IGV","LU2357305700.SGD","LU1506573853.SGD","LU0417517546.SGD","LU0353189763.USD","IE00BBT3K403.USD","LU1201861249.SGD","LU0198837287.USD","LU0949170772.SGD","LU0289960550.SGD","LU0353189680.USD","LU0965509010.AUD","LU1003077747.HKD","LU1069347547.HKD","LU2860962120.EUR","LU1235294995.USD","LU0433182093.SGD","LU1934455277.USD","LU1935043536.SGD","IE00BLSP4452.SGD","LU1803068979.SGD","LU1642822529.SGD","LU0234570918.USD","IE00B775SV38.USD","SORCLmain","LU0476273544.USD","LU2237957811.SGD","LU0323591593.USD","LU2360106780.USD","LU1989772840.SGD","LU0157215616.USD","IE00BLSP4239.USD","ORCS","BK4528","LU0861579265.USD","ORAC","LU1935042215.USD","LU2746668974.SGD","BK4097","LU0738911758.USD","LU0965509283.SGD","LU1435385759.SGD","LU0082616367.USD","ORCX","LU2543165471.USD","LU1815336760.USD","TDIV","BK4516","LU0081259029.USD","LU0208291251.USD","LU0957808578.USD","LU2326559502.SGD","IE0002270589.USD","LU2458330169.SGD","IE00BMPRXQ63.HKD","SG9999011175.SGD","LU1489326972.SGD","LU0348723411.USD","LU0444973449.USD","LU0175139822.USD","LU1037948541.HKD","IE00BN8TJ469.HKD","LU1989764664.SGD","LU1366333091.USD","LU1429558221.USD","LU2896262040.SGD","LU0965508806.USD","LU1934455194.USD","LU2054465674.USD","IE0009356076.USD","LU0648001328.SGD","IE00B7SZLL34.SGD","LU1989772923.USD","SG9999001424.SGD","LU0130102774.USD","LU0256863811.USD","LU2250418816.HKD","BK4538","LU2108987350.USD","LU2236285917.USD","LU0056508442.USD","LU0545039389.USD","LU1035773651.USD","IE00B19Z3B42.SGD","LU0320765489.SGD","LU0889565833.HKD","LU0109392836.USD","LU0965509101.SGD","OGIG","LU0719512351.SGD","LU2458330243.SGD","LU0234572021.USD","IE00BMPRXN33.USD","ORCU","IE00B19Z3581.USD","LU2237957902.USD","BK4588","LU2746668461.USD","ORCZ","LU0444971666.USD","ORCL","BK4534","LU0070302665.USD","LU1366192091.USD","LU1934455863.HKD","LU0068578508.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666573009","title":"S&P 500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Says Buy CRWD, PANW, and DDOG Stocks. 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Top and Bottom Performing Stocks at About 11:01 A.m. EDT on 2026-09-11","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578039","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578039?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:01","pubTimestamp":1789138879,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-09-11Nasdaq 100.NDXTop PerformersPercent ChangeStrategy IncMSTR.OQ+6.0%Texas Instruments IncTXN.OQ+4.6%Analog Devices, Inc.ADI.OQ+4.0%NXP Semiconductors NVNXPI.OQ+3.9%T-Mobile US IncTMUS.OQ+3.6%Bottom PerformersPercent ChangeSeagate Technology Holdings PLCSTX.OQ-4.9%SanDisk CorporationSNDK.OQ-3.3%Western Digital CorpWDC.OQ-2.9%Baker Hughes CompanyBKR.OQ-2.8%Palo Alto Networks, Inc.PANW.OQ-2.6%The Nasdaq 100.NDXgained 259.13 points, or 0.88%, to 29,358.66 and recorded no new highs and one new low. 65 stocks rose and 36 fell as advancing issues outnumbered decliners by a about a 1.8-to-1 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AI Data Sovereignty Pitch Seen Resonating","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578784","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578784?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:56","pubTimestamp":1789138560,"startTime":"0","endTime":"0","summary":"1056 ET - Palantir's pitch about the importance of AI and data sovereignty is sinking in, D.A. Davidson analysts Gil Luria and Turner Dischinger say in a note, raising their price target by $50 to $250. Nvidia's partnership with Palantir, announced Thursday, reinforces the trust major enterprises place in the company--especially as OpenAI and Anthropic \"keep getting caught with their hand in the cookie jar\" with \"comically false\" claims that they don't look at customer data, the analysts say. \"Customers are getting savvier about what AI model they need and how to work with a range of models and Palantir is capitalizing on that trend,\" Luria and Dischinger say. \"Trust means Palantir is naturally positioned to become the control plane, orchestration layer and harness provider for a wide range of customers.\"","market":"hk","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PLTW","IE00BZ9MQY76.HKD","BK4547","BK4613","EYES","IGV","LU1861559042.SGD","PLTZ","PLTL","BK4588","IE00B19Z9Z06.USD","PLTY","GUNZ","PLTU","PLTI","BK4543","SPLTRmain","PLYY","BK4023","PLTR","PTIR","IE00B19Z9P08.USD","PLT","PLTG","PLOO","SHLD","BK4585","IE00B894F039.SGD","PLTD","PLTA","AIPI","LU1861558580.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666520761","title":"Cboe data shows mixed options sentiment in Microsoft with shares up 0.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520761","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520761?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:15","pubTimestamp":1789136113,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Microsoft (MSFT), with shares up $3.27, or 0.67%, near $495.71. 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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":"sg","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":["BK4543","LU2054465674.USD","LU1642822529.SGD","IE00B19Z3581.USD","LU1935042215.USD","LU0985489474.SGD","LU1852331112.SGD","LU1935042991.SGD","LU1720051017.SGD","ORCX","LU0320765489.SGD","IE0009356076.USD","LU1037948897.HKD","LU1691799644.USD","IE00BN8TJ469.HKD","LU0965509283.SGD","LU1506573853.SGD","LU0082616367.USD","LU0553294199.USD","LU0444971666.USD","LU1489326972.SGD","IE00BMPRXN33.USD","LU2543165471.USD","LU0444973449.USD","BK4538","LU0417517546.SGD","LU0348723411.USD","LU0957808578.USD","LU2237957902.USD","IE00BMPRXR70.SGD","LU0109392836.USD","LU1046421795.USD","LU0476273544.USD","LU0719512351.SGD","IE00B19Z3B42.SGD","LU0878866978.SGD","LU2458330169.SGD","IE00B7SZLL34.SGD","IE00BLSP4239.USD","LU0210536198.USD","LU0068578508.USD","IE00BBT3K403.USD","LU0965509101.SGD","LU0861579265.USD","LU0256863811.USD","SG9999001424.SGD","SG9999003800.SGD","LU0081259029.USD","LU0056508442.USD","LU0070302665.USD","IE00B5949003.HKD","LU0353189763.USD","IE00BLSP4452.SGD","LU0648001328.SGD","LU0433182093.SGD","LU1934455277.USD","LU0980610538.SGD","LU2746668461.USD","IE00BMPRXQ63.HKD","LU0314106906.USD","BK4534","IE00B3S45H60.SGD","IGV","LU1803068979.SGD","BK4097","LU1548497426.USD","LU0965509010.AUD","LU1003077747.HKD","LU1935042488.USD","LU2896262040.SGD","LU1366333091.USD","LU1823568750.SGD","ORCZ","IE00B775SV38.USD","ORCU","LU2250418816.HKD","LU1989772840.SGD","LU0323591593.USD","LU2237957811.SGD","LU0965508806.USD","LU1934455863.HKD","LU0130102774.USD","LU1069347547.HKD","ORCL","BK4588","ORCS","LU2087625088.SGD","LU0234570918.USD","LU0353189680.USD","LU0175139822.USD","LU2326559502.SGD","LU0234572021.USD","LU2236285917.USD","BK4528","LU2860962120.EUR","LU2458330243.SGD","BK4585","LU0545039389.USD","LU0198837287.USD","BK4581","LU1201861249.SGD","LU1366192091.USD","LU1935043536.SGD","LU0208291251.USD","LU1989764748.USD","LU2746668974.SGD","LU2360106780.USD","LU1435385759.SGD","BK4533","LU0738911758.USD","OGIG","LU2108987350.USD","BK4516","LU0889565833.HKD","LU1037948541.HKD","LU1720051108.HKD","ORAC","IE0004445239.USD","TDIV","SG9999011175.SGD","LU2357305700.SGD","LU1035773651.USD","LU0157215616.USD","LU1235294995.USD","LU0661504455.SGD","LU0289960550.SGD","LU1815336760.USD","LU1934455194.USD","LU1429558221.USD","LU1935043023.USD","LU1989772923.USD","IE0002270589.USD","SORCLmain","LU1989764664.SGD","LU0949170772.SGD"],"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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