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Is Oracle's financial report truly bearish? What is the market panicking about?

Is Oracle's financial report truly bearish? What is the market panicking about?

Oracle plunged 12% early Thursday, marking the biggest single-day drop since last December. The earnings report released the previous day showed its cloud infrastructure business (OCI) is accelerating, AI-related orders hit a record high, and remaining performance obligations (RPO) exceeded $638 billion. However, after the earnings release, the stock switched

AI shadow looms over the software industry: after a brief rebound, U.S. software stocks fall for seven consecutive days again

AI shadow looms over the software industry: after a brief rebound, U.S. software stocks fall for seven consecutive days again

``` The brief recovery of the software sector has come to an end, as the AI disruption threat continues to suppress valuations. According to Bloomberg, the iShares Expanded Tech-Software Sector ETF (IGV), which tracks software stocks, was driven by several strong earnings reports at the beginning of this month, gaining 16%

Report: Demand for advanced process exceeds supply, TSMC considers price increases of up to 15%

Report: Demand for advanced process exceeds supply, TSMC considers price increases of up to 15%

``` TSMC is facing ongoing tight capacity for advanced process manufacturing, with supply chain sources indicating that foundry prices may rise in the second half of the year, with 3nm process prices expected to increase by 15%. According to media reports, supply chain insiders revealed that TSMC plans to moderately adjust

Extended-range vehicles see biggest drop in nearly 5 years, just waiting for Xiaomi to step in and save the day?

Extended-range vehicles see biggest drop in nearly 5 years, just waiting for Xiaomi to step in and save the day?

``` Author | Zhou Zhiyu For the past three years, range extenders have been the least disputed answer in China's car market. Li Auto climbed to the top of new energy sales with range extenders, AITO relied on them for a comeback. By 2025, even the staunchest pure EV players

"Escape the Strait of Hormuz"? Japanese government announces: July crude oil imports will be "100% bypassing the strait"

"Escape the Strait of Hormuz"? Japanese government announces: July crude oil imports will be "100% bypassing the strait"

``` Japanese Prime Minister Sanae Takaichi announced that in July, 100% of Japan's nationwide crude oil imports will come from alternative sources outside the Strait of Hormuz, and stated that stable supply has been secured until March 2028. This marks a significant breakthrough in Japan's energy diversification

Trump: The United States will take tough measures against Iran tonight and will seize Khark Island.

Trump: The United States will take tough measures against Iran tonight and will seize Khark Island.

``` U.S. President Trump stated that the United States will take tough measures against Iran tonight. The U.S. will take Khark Island and will fully control Iran's oil and natural gas markets. U.S. stock index futures fell in the short term, with Nasdaq futures narrowing their

On the eve of SpaceX's IPO, retail investors rushed to buy in with $70 billion, while tech stocks were sold off to raise funds.

On the eve of SpaceX's IPO, retail investors rushed to buy in with $70 billion, while tech stocks were sold off to raise funds.

``` SpaceX's IPO is making history. So far, the rocket and satellite company has attracted over $70 billion in retail subscription orders, positioning it to become the largest IPO ever and triggering a chain reaction in the market. According to a Bloomberg report on Thursday, sources revealed that retail