share_log

美股掘金 | 9月来飙涨超23%!软件巨头甲骨文或与Open AI展开合作;AI热潮再度点燃!Palantir年涨140%市值逼近千亿美元

US stocks booming | Surging over 23% since September! Software giant Oracle may cooperate with Open AI; AI boom reignites! Palantir's annual surge of 140% approaches a market cap close to one trillion US dollars.

Futu News ·  18:10

Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.

1. Since September, the software giant has surged over 23%! $Oracle (ORCL.US)$ It may collaborate with Open AI, with this year's stock price soaring over 67%.

On the news front, tech media The Information reported on October 8 that due to Microsoft's Azure cloud computing service failing to meet the surging demand for AI computing, Open AI is seeking to cooperate with Oracle to explore and expand other data center options; on the same day, AWS under Amazon announced a strategic partnership with Oracle, introducing new features to provide integrated simplified database management, billing, and customer support services for enterprise users; in addition, Oracle invested nearly $6.5 billion in AI and cloud computing service providers in Malaysia in early October, aiming to create a cutting-edge AI supercluster powered by Nvidia's Blackwell GPU.

Chartis Research has ranked Oracle as the top choice for the first time in its AI research report, with Oracle achieving the highest overall ranking among fifty industry participants, highlighting its successful provision of powerful AI solutions; Oracle analysts strongly favor Oracle on the technical front, with its stock price significantly above all major simple moving averages, making it a technically appealing stock.

The AI boom is reignited! The data analysis company $Palantir (PLTR.US)$ soared nearly 7% overnight, approaching a market cap of nearly a billion dollars.

Palantir is an analytics software company focusing on using data to create organizational efficiency for clients. The company serves commercial and government clients through its Foundry and Gotham platforms. Headquartered in Denver, the company was founded in 2003 and went public in 2020. Ark Invest emphasizes that software companies (like Palantir) have more potential in the AI boom, aiming to take market share from tech giants, driving up the stock price of Palantir Technologies.

Since the strong opening on September 9th, Palantir has surged rapidly, with a nearly 40% increase in the past month. The overnight stock price reached $41.45, hitting a historic high. Palantir has seen an increase of up to 141% this year, making this data analytics company co-founded by Peter Thiel the fourth best-performing company in the S&P 500 index for the year.

Institutions predict Q3 sales to exceed expectations! The used car platform $Carvana (CVNA.US)$ surged over 6% overnight, breaking to a new high in stock price over the past 52 weeks.

On the news front, Wedbush Securities stated in a report that due to increased traffic to its website and improved conversion rates, Carvana's Q3 unit sales are expected to exceed market expectations. Compared to pre-pandemic levels, Carvana is in a better position in terms of scale, with better processes, procedures, preparation capabilities, and plans for large-site construction; Carvana is adding testing and preparation center functionality to its wholesale auction venue ADESA Las Vegas.

Bank of America Securities analyst Mike McGovern maintains a "buy" rating on the company and raises the target price from $185 to $210; BTIG analyst Marvin Fong maintains a "buy" rating on Carvana, with a target price of $188; Stephens maintains a "buy" rating on Carvana, with a target price of $190.

I. Innovative American stock giants

II. Innovative American individual stocks

III. Popular U.S. stock gains and losses rankings

编辑/Wade

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment