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Non-AI Business Still Looks Strong -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2610065978","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610065978?lang=en_us&edition=fundamental","pubTime":"2026-02-09 22:51","pubTimestamp":1770648660,"startTime":"0","endTime":"0","summary":"0951 ET - While most Oracle investor attention focuses on its AI infrastructure plans, the company still has other strong revenue streams, says D.A. Davidson analyst Gil Luria. \"We believe the market has overshot to the downside,\" Luria says. The company's core software business accounts for all of the company's value and worries about the AI impact on software are overblown. \"We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away,\" Luria says. 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The firm believes this shift could benefit key players in its ecosystem,...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BK4538","LU0353189763.USD","LU2087625088.SGD","LU0965509101.SGD","SG9999001424.SGD","LU0553294199.USD","LU0980610538.SGD","LU0444971666.USD","LU1989772923.USD","LU0234572021.USD","LU1989764664.SGD","LU1037948541.HKD","IE00BN8TJ469.HKD","LU1989764748.USD","LU1935043536.SGD","LU0314106906.USD","LU1720051017.SGD","LU0417517546.SGD","LU1934455863.HKD","LU0175139822.USD","LU0323591593.USD","LU1642822529.SGD","LU2237957902.USD","LU2458330169.SGD","LU0157215616.USD","IE00BMPRXN33.USD","LU1201861249.SGD","LU1548497426.USD","LU2458330243.SGD","BK4588","IE0002270589.USD","LU1435385759.SGD","IE00BBT3K403.USD","LU0661504455.SGD","LU0738911758.USD","LU1003077747.HKD","LU1720051108.HKD","IE00B19Z3B42.SGD","LU1934455194.USD","LU0648001328.SGD","LU1366333091.USD","LU0070302665.USD","LU1037948897.HKD","LU0965509283.SGD","LU1934455277.USD","BK4533","LU0476273544.USD","LU2357305700.SGD","BK4585","LU0957808578.USD","SG9999003800.SGD","IE00B3S45H60.SGD","LU2860962120.EUR","IE0009356076.USD","LU0320765489.SGD","ORCX","IE00B5949003.HKD","LU1489326972.SGD","LU1366192091.USD","IE00B7SZLL34.SGD","IE00BMPRXR70.SGD","LU0949170772.SGD","LU1815336760.USD","LU1935042991.SGD","LU1935043023.USD","BK4528","ORCU","ORCL","LU1429558221.USD","LU2746668461.USD","IE00B19Z3581.USD","LU2108987350.USD","LU0985489474.SGD","BK4543","LU0289960550.SGD","LU0965508806.USD","LU0965509010.AUD","LU1506573853.SGD","LU0109392836.USD","LU0130102774.USD","LU0081259029.USD","LU0545039389.USD","LU2250418816.HKD","LU2543165471.USD","LU2896262040.SGD","BK4581","LU0082616367.USD","LU2236285917.USD","ORCS","LU0719512351.SGD","LU2746668974.SGD","LU0256863811.USD","BK4516","SG9999011175.SGD","LU1691799644.USD","LU1035773651.USD","LU1989772840.SGD","LU1935042215.USD","LU0208291251.USD","LU0861579265.USD","IE00BLSP4239.USD","LU0353189680.USD","LU0198837287.USD","LU1803068979.SGD","IE0004445239.USD","LU0234570918.USD","BK4097","LU0056508442.USD","LU1852331112.SGD","LU2360106780.USD","LU0348723411.USD","LU0444973449.USD","LU2326559502.SGD","LU0433182093.SGD","LU0889565833.HKD","LU0878866978.SGD","BK4534","LU2054465674.USD","IE00BLSP4452.SGD","LU1935042488.USD","LU0068578508.USD","LU2237957811.SGD","IE00BMPRXQ63.HKD","LU1069347547.HKD","IE00B775SV38.USD","LU0210536198.USD"],"gpt_icon":0},{"id":"2610765550","title":"This Oracle Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2610765550","media":"Benzinga_recent_news","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610765550?lang=en_us&edition=fundamental","pubTime":"2026-02-09 21:30","pubTimestamp":1770643800,"startTime":"0","endTime":"0","summary":"Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.To add Benzinga News as your preferred source on Google, click 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Financial markets, juiced for months with investor enthusiasm about the artificial intelligence trade, got a rude awakening last week as software stocks around the globe sank on worries that fast-advancing AI tools could upend the industry.While a rebound in the broader market helped soothe nerves on Friday, the outlook for U.S. software stocks, at the epicenter of the selloff, remained murky. Despite a 2% rebound on Friday, options market participants remained on high alert for further pain. 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| Big Techs Mostly Jump With Palantir, Oracle up Around 2%; Chip Shares Gain With Marvell, SOXL, SanDisk up over 2%; Novo Rallies 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187382919","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187382919?lang=en_us&edition=fundamental","pubTime":"2026-02-09 09:45","pubTimestamp":1770601538,"startTime":"0","endTime":"0","summary":" Big tech stocks mostly jumped in overnight trading. Palantir up 2.7%, Oracle up 1.88%; AMD, Super Micro, Amazon, Microsoft up over 1%.Chip stocks, ETFs rallied in overnight trading. Credo up 4%;...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVTS","GOOGL","ASML","MU","WOLF","TSM","SNDK","STX","ALAB","SOX","SWKS","CRDO","MSFT","NVO","SNPS","TSLA","UCTT","QRVO","WDC","PLTR","TXN","AMD","MCHP","STM","AMZN","KLAC","SMTC","ORCL","META","MRVL","ADI","SMCI","ARM","NVDA","Q","INTC","ON","AAPL","AVGO","PXLW","AMBA","UMC","GFS","HIMX","QCOM","LSCC","SMH","SOXS","LRCX","NFLX","AMBQ","NXPI","AMAT","SOXL"],"gpt_icon":1},{"id":"1158162337","title":"The Software Stock Panic Will Be a Buying Opportunity—Eventually","url":"https://stock-news.laohu8.com/highlight/detail?id=1158162337","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158162337?lang=en_us&edition=fundamental","pubTime":"2026-02-09 07:15","pubTimestamp":1770592500,"startTime":"0","endTime":"0","summary":"On Tuesday, the roof caved in on software, media, and information company stocks like Salesforce, Reddit and Thomson Reuters. The proximate cause was the introduction of the latest...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MSFT","ORCL","RDDT","CRM","U","TRI"],"gpt_icon":0},{"id":"2610000574","title":"A Look At Oracle (ORCL) Valuation As US$45b To US$50b AI Funding Plan Raises New Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2610000574","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610000574?lang=en_us&edition=fundamental","pubTime":"2026-02-08 23:06","pubTimestamp":1770563181,"startTime":"0","endTime":"0","summary":"Oracle (ORCL) is back in focus after outlining plans to raise US$45b to US$50b through new equity and debt in 2026, to fund large AI cloud projects and deepen its exposure to hyperscale customers.\nSee our latest analysis for Oracle.\nThat capital raise plan lands in a choppy period, with a 30 day share price return of 28.06% and a 90 day share price return of 40.70% showing pressure building on the stock despite a 5 year total shareholder return of 142.45%. Short term momentum has faded even...","market":"nz","thumbnail":"https://images.simplywall.st/asset/company-cover/22247-main-header/1756200262254","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/22247-main-header/1756200262254"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/a-look-at-oracle-orcl-valuation-as-us45b-to-us50b-ai-funding","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/software/nyse-orcl/oracle/news/a-look-at-oracle-orcl-valuation-as-us45b-to-us50b-ai-funding","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":"simplywall_highlight","symbols":["LU0256863811.USD","LU0553294199.USD","IE0009356076.USD","LU0980610538.SGD","IE00BLSP4452.SGD","LU0175139822.USD","LU0965508806.USD","LU0323591593.USD","LU1852331112.SGD","LU1037948897.HKD","IE00BLSP4239.USD","LU1935043023.USD","LU0109392836.USD","ORCL","LU1934455194.USD","IE00BMPRXN33.USD","LU2458330243.SGD","BK4023","IE00B19Z3581.USD","LU1934455863.HKD","LU0444973449.USD","LU1069347547.HKD","BK4538","LU0949170772.SGD","IE00B775SV38.USD","LU0719512351.SGD","IE00B19Z3B42.SGD","LU1935043536.SGD","LU1548497426.USD","SG9999011175.SGD","SG9999001424.SGD","LU1201861249.SGD","LU0130102774.USD","LU0889565833.HKD","LU2326559502.SGD","LU0353189763.USD","LU0861579265.USD","LU1506573853.SGD","LU0234570918.USD","IE0004445239.USD","LU0545039389.USD","LU0056508442.USD","LU0289960550.SGD","LU1037948541.HKD","LU1489326972.SGD","LU1989772923.USD","IE00B5949003.HKD","LU2543165471.USD","LU1935042215.USD","LU1815336760.USD","LU1429558221.USD","LU0433182093.SGD","LU1003077747.HKD","LU0348723411.USD","LU2237957902.USD","BK4581","IE00BN8TJ469.HKD","LU0208291251.USD","LU1366192091.USD","LU0738911758.USD","SG9999003800.SGD","BK4534","IE00BBT3K403.USD","LU0157215616.USD","BK4516","LU2860962120.EUR","BK4551","IE00BMPRXQ63.HKD","LU1989772840.SGD","LU2108987350.USD","IE00BMPRXR70.SGD","IE00B3S45H60.SGD","LU1720051108.HKD","BK4543","LU1803068979.SGD","LU1642822529.SGD","BK4587","LU1935042991.SGD","ORCU","LU2746668461.USD","BK4528","LU1720051017.SGD","LU2236285917.USD","BK4097","LU1035773651.USD","BK4533","LU0878866978.SGD","LU1989764664.SGD","LU0965509101.SGD","LU0957808578.USD","IE0002270589.USD","LU0476273544.USD","ORCS","ORCX","BK4585","LU0198837287.USD","LU0081259029.USD","LU1934455277.USD","LU2458330169.SGD","LU0965509283.SGD","LU2087625088.SGD","LU2896262040.SGD","LU1691799644.USD","LU1366333091.USD","LU0320765489.SGD","LU0985489474.SGD","LU0965509010.AUD","LU0417517546.SGD","LU0314106906.USD","LU2360106780.USD","LU0068578508.USD","LU0070302665.USD","LU0234572021.USD","LU1935042488.USD","BK4588","LU0444971666.USD","LU2054465674.USD","LU2746668974.SGD","LU0082616367.USD","LU0210536198.USD","LU2250418816.HKD","LU1989764748.USD","LU2357305700.SGD","LU0353189680.USD","LU1435385759.SGD","IE00B7SZLL34.SGD","LU0648001328.SGD","LU0661504455.SGD","LU2237957811.SGD"],"gpt_icon":0},{"id":"2609540780","title":"Oracle Stock Slumps as AI Gamble Tests Investor Nerves","url":"https://stock-news.laohu8.com/highlight/detail?id=2609540780","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609540780?lang=en_us&edition=fundamental","pubTime":"2026-02-07 22:02","pubTimestamp":1770472921,"startTime":"0","endTime":"0","summary":"Oracle ( ($ORCL) ) has fallen by -10.77%. Read on to learn why. Oracle shares fell 10.77% over the past week as investors grew increasingly nervous...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/oracle-stock-slumps-as-ai-gamble-tests-investor-nerves?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/oracle-stock-slumps-as-ai-gamble-tests-investor-nerves?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["LU1069347547.HKD","LU1489326972.SGD","LU2746668974.SGD","IE00B19Z3581.USD","LU1935042215.USD","LU0965509101.SGD","LU0070302665.USD","LU0889565833.HKD","LU2458330243.SGD","LU2326559502.SGD","LU1435385759.SGD","LU2054465674.USD","LU1003077747.HKD","BK4528","LU0068578508.USD","LU0175139822.USD","IE00BMPRXQ63.HKD","LU0208291251.USD","LU0444971666.USD","LU1037948541.HKD","BK4534","LU0957808578.USD","BK4533","LU1935043536.SGD","LU0980610538.SGD","IE00BBT3K403.USD","ORCL","LU0314106906.USD","LU0648001328.SGD","LU0965508806.USD","LU0234570918.USD","BK4543","LU1989772923.USD","ORCS","LU0082616367.USD","LU1934455863.HKD","LU0353189763.USD","SG9999003800.SGD","LU1366333091.USD","LU2087625088.SGD","IE00BLSP4239.USD","LU0157215616.USD","LU1803068979.SGD","LU1720051108.HKD","LU0476273544.USD","LU0553294199.USD","LU2250418816.HKD","SG9999001424.SGD","LU0417517546.SGD","LU0210536198.USD","LU0965509283.SGD","LU1691799644.USD","LU1989764748.USD","IE00B7SZLL34.SGD","LU1815336760.USD","LU0545039389.USD","LU1989772840.SGD","LU2237957902.USD","LU2860962120.EUR","LU1934455277.USD","LU1548497426.USD","IE0002270589.USD","ORCX","LU0433182093.SGD","BK4097","LU1935043023.USD","LU0949170772.SGD","IE00BMPRXN33.USD","LU2543165471.USD","LU2458330169.SGD","LU1642822529.SGD","IE00BMPRXR70.SGD","IE00BLSP4452.SGD","LU0738911758.USD","LU0198837287.USD","LU0861579265.USD","LU0323591593.USD","BK4538","LU1935042488.USD","SG9999011175.SGD","IE00B775SV38.USD","LU0878866978.SGD","LU0256863811.USD","IE00B5949003.HKD","IE0009356076.USD","LU0965509010.AUD","LU0056508442.USD","LU2896262040.SGD","LU0109392836.USD","BK4588","IE00BN8TJ469.HKD","IE00B3S45H60.SGD","LU0348723411.USD","LU1934455194.USD","BK4585","LU0985489474.SGD","LU2237957811.SGD","BK4581","LU2357305700.SGD","LU1720051017.SGD","LU1506573853.SGD","IE0004445239.USD","LU1201861249.SGD","LU0444973449.USD","LU1366192091.USD","LU1035773651.USD","LU0234572021.USD","LU0661504455.SGD","LU2108987350.USD","LU0081259029.USD","LU2746668461.USD","LU0719512351.SGD","LU1935042991.SGD","LU2360106780.USD","LU0289960550.SGD","LU2236285917.USD","LU0130102774.USD","LU0320765489.SGD","LU1429558221.USD","LU1852331112.SGD","LU1037948897.HKD","IE00B19Z3B42.SGD","LU0353189680.USD","ORCU","LU1989764664.SGD","BK4516"],"gpt_icon":0},{"id":"2609543905","title":"Review -- Barron's","url":"https://stock-news.laohu8.com/highlight/detail?id=2609543905","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609543905?lang=en_us&edition=fundamental","pubTime":"2026-02-07 10:30","pubTimestamp":1770431400,"startTime":"0","endTime":"0","summary":"Markets: Gold, silver, oil, copper, aluminum, and Bitcoin fell hard. Stocks initially shrugged off the selloff, with the S&P 500 approaching a new high. U.S. manufacturing went positive in January and President Donald Trump announced a trade deal with India. Investors dumped software stocks after Anthropic released a productivity tool for lawyers, then tech fell further after Advanced Micro Devices and Qualcomm reported and fears of artificial-intelligence capital spending spread. Friday saw a rally, with the Dow industrials breaking 50,000. On the week, the Dow rose 2.5%, the S&P 500 fell 0.1%, and the Nasdaq Composite 1.8%.Companies: Alphabet beat expectations and said it would double AI spending. Amazon.com and Oracle upped capital spending to $200 billion and $50 billion, respectively. China banned flush car door handles starting in 2027. Walt Disney theme park chief Josh D'Amaro will replace CEO Bob Iger. 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Giants' AI Spending Surpasses National GDP, Sparking Market Anxiety","url":"https://stock-news.laohu8.com/highlight/detail?id=1184054683","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184054683?lang=en_us&edition=fundamental","pubTime":"2026-02-06 14:09","pubTimestamp":1770358180,"startTime":"0","endTime":"0","summary":"Record-breaking AI investment plans by U.S. technology giants are reigniting fears of a market bubble. 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