The Motley Fool 对 $ORCL 的判断变化

2026-09-25看跌
《Mark Zuckerberg’s Second Act?》
Oracle 的高负债、负自由现金流以及信用评级下调,使其成为一项高风险投资,并可能成为市场的警示信号。

本周,Oracle 援引了其不可抗力条款。Lou,我说得对吗?是在其与 Stargate 项目相关的一份合同中。

This week, Oracle invoked its force majeure clause. Am I saying it correctly, Lou? In one of its contracts related to the Stargate project.

有意思的是,Oracle 及其在这件事上的合作伙伴完全无视了这个问题。是的,真正引起我注意的就是这一点,Emily,他们对此轻描淡写。股价小幅下跌后又回升了,仿佛在说:“不,这是……”

Interestingly, Oracle and its partners in this matter are completely ignoring the issue. Yes, that's what really caught my attention, Emily , that they took it lightly . The stock price dropped slightly and then recovered, as if to say, "No, this is..."

2026-09-24看跌
《Oracle Calls Force Majeure Already?》
Oracle 的财务基础薄弱,这体现在 Project Jupiter 的不可抗力条款以及对表外融资的依赖上。

Oracle 正被迫在人工智能领域向前推进。今天我们先从这条新闻说起:Oracle 已就新墨西哥州的一个新数据中心项目宣布不可抗力。

Oracle is being forced to move forward in the field of artificial intelligence. Today we will begin with the news that Oracle has declared force majeure on a new data center project in New Mexico.

简而言之,Oracle 声称,如果该项目出现延误,它不承担相关成本或费用,我想这个项目叫 Project Jupiter。它本应于 2028 年开始运营。

In short, Oracle claims that it is not responsible for costs or expenses in the event of delays to this project, I believe it is called Project Jupiter. It is supposed to start operating in 2028.