Oracle Corporation (NYSE:ORCL) Is A Top Goldman Sachs Phase 2 AI Stock Up 68% YTD
Goldman Sachs reiterates the "AI Trading Four Stages": the second stage of "AI Infrastructure" is already mature, don't overlook the application of the third stage.
As the most clear beneficiaries of AI, nvidia belongs to the "first stage", the "second stage" includes companies focusing on AI infrastructure, the "third stage" focuses on companies with the potential to monetize AI through incremental revenue generation, and the "fourth stage" is mainly for companies with the greatest profit potential in the widespread adoption and productivity improvement of AI.
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Where has overseas AI trading reached? Goldman Sachs: Profit rather than valuation is driving the market, platform-type companies need to focus on the future.
Goldman Sachs divides AI-related investments into four main stages, and believes that AI trading has now entered the second stage, where the company's profitability will gradually become the main driver of stock price increases. In the third stage, AI-driven revenue growth may be difficult to achieve in the short term, but platform stocks may stand out.
AMD's AI Event Falls Short to Spur Investor Sentiment, Remains Mixed Bag: Analysts
AMD Stock: Can Its AI Strategy Compete With Nvidia? Analyst Predicts Market Share Gains Ahead
HSBC Maintains Oracle(ORCL.US) With Buy Rating, Cuts Target Price to $180
AMD's Event Disappointed. Here's a Silver Lining. -- Barrons.com
Intel Corporation (INTC) Ranked Among Lowest in UBS Quantamental Model for U.S. Tech, Lagging Behind Arista, Broadcom, and Oracle
Update: Advanced Micro Devices Launches AI-Focused High-Performance Computing Chips
EVERSANA Transforms Pharmacovigilance & Drug Safety Industry With Oracle Collaboration, New Global Patient Support Model
US stocks | Citigroup is optimistic! Norwegian cruise, Carnival cruise, and Royal Caribbean cruise hit new highs; Chip stocks continue to rise! Broadcom rose nearly 70% this year, hitting a historical high.
Bullish on by multiple institutions! Asset management company KKR & Co rose nearly 3% overnight, with an annual increase of over 60%.
Technology stocks are on fire again! S&P hits its 44th record high this year, with this company's value soaring over 160% year-to-date.
Due to signs of a strong U.S. labor market, resilient economy, and loose monetary policy, Wall Street's optimism towards global equities is increasing.
Oracle (ORCL): Bull Flag Breakout Signals Massive Gain Ahead [Video]
Oracle Options Spot-On: On October 9th, 170.16K Contracts Were Traded, With 608.08K Open Interest
On October 9th ET, $Oracle(ORCL.US)$ had active options trading, with a total trading volume of 170.16K options for the day, of which put options accounted for 18.64% of the total transactions, and
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