FINWIRES · TerminalLIVE
FINWIRES

Wedbush表示，OpenAI報告引發的擔憂被誇大了，市場需求依然強勁。

By

-- Wedbush Securities表示，OpenAI的企業需求依然強勁，駁斥了先前一份報告顯示其ChatGPT母公司未能達到銷售目標後引發的成長疑慮。 受《華爾街日報》通報OpenAI近期未能實現新增用戶和營收目標的影響，包括英偉達(NVDA)、博通(AVGO)和AMD在內的多家晶片製造商股價週二承壓。 根據《華爾街日報》報道，OpenAI財務長Sarah Friar曾向其他公司表示，如果營收成長未能加速，OpenAI可能無力支付計算合約費用。據媒體報道，OpenAI正計劃進行首次公開發行(IPO)。 Wedbush分析師Dan Ives週二在一份客戶報告中寫道：“總體而言，我們認為OpenAI在消費者和企業市場都保持著非常高的需求，我們強烈反對增長放緩的說法。” “我們認為，近期圍繞OpenAI的擔憂有些過頭了。該公司近期完成了1220億美元的融資，擁有足夠的資金來滿足未來至少三年的計算能力。” 該券商尤其消除了人們對甲骨文（Oracle，股票代號：ORCL）的擔憂。 OpenAI是甲骨文最大的雲端客戶之一。根據《華爾街日報》當時報道，OpenAI於2025年9月簽署了一項協議，將在五年內從甲骨文購買價值3,000億美元的運算能力。 據Wedbush稱，這筆交易占甲骨文5,530億美元積壓訂單的大部分，預計將為這家雲端運算公司帶來300億美元的收入。 甲骨文股價在周二下午稍晚的交易中下跌了3.6%，今年迄今已累計下跌約14%。 「我們認為，甲骨文股價的回檔是一個絕佳的買入機會，因為OpenAI計劃在今年年底上市，這將為該公司提供來自公開市場的全新融資管道，」艾夫斯表示。 上個月，甲骨文公司公佈的第三財季業績超出華爾街預期，這主要得益於人工智慧蓬勃發展帶動雲端運算需求強勁成長。今年早些時候，該公司表示計劃籌集高達500億美元的資金，用於拓展其雲端基礎設施業務，並增加容量以滿足部分大型科技公司的需求。

Price: $166.51, Change: $-6.46, Percent Change: -3.73%

Related Articles

Research

Research Alert: Equity Residential Delivers Slight Ffo Beat And Revenue Miss In Q1 2026

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:EQR delivered Q1 2026 FFO of $0.99, beating consensus by $0.02, though rental revenue of $780M slightly missed expectations. The company's blended lease rate of 1.5% remained flat Y/Y, with new lease rates declining 2.8% due to incentives offset by strong renewal rates of 4.7%. We maintain our Hold rating based on operating expense pressure suppressing cash NOI growth in 2026. Management guides for 2026 same-store revenue growth of 1.2%-3.2%, expense growth of 3.0%-4.0%, and cash NOI growth of 0.5%-2.5%, with strength expected in 2H 2026. EQR's coastal market strategy continues demonstrating value, with San Francisco leading at 6.5% revenue growth and New York at 4.6%, while expansion markets like Denver (-5.9%) and Atlanta (-2.0%) face new supply pressure. EQR has premium coastal markets where limited new supply enables pricing power, though higher operating costs remain a risk. The development pipeline totals $863M for 1,824 units when complete. Planned property acquisitions are $165M in 2026.

$EQR
Asia

Rua Bioscience Notes 'Significant Contraction' in Australian Medical Cannabis Prescribing Volumes Amid Regulatory Review

Rua Bioscience (NZE:RUA) said the Australian market has experienced "significant contraction" in medical cannabis prescribing volumes amid a Therapeutic Goods Administration review of the safety of unapproved products, according to a Wednesday filing with the New Zealand bourse.However, medicinal cannabis is showing "strong signs of maturity and growth" in international markets, especially in Europe, in the face of recent international developments and discourse of a global economic slowdown, Rua added.The company recently established RUA genetics in Canada, the second-largest cannabis market in the world after the US, adding to its presence in Germany, Australia, New Zealand, Czechia, and the UK, per the filing.In Australia, the company expects a market reset after the regulatory review is complete, and is working to establish its products in new clinic chains.Elsewhere, Rua plans to bring several products to the New Zealand market in the coming months, and is also working on product launches in Czechia scheduled for May. Additionally, the company is looking to expand in the UK with plans to incorporate its genetics through new channels and clinic chains.In Germany, the company believes there is strong demand for consistent and reliable suppliers as significant regulatory changes seem unlikely following a review during which distributors reduced stock and scaled back imports. The German market remains competitive and continues to show strong signs of growth, Rua said.

$NZE:RUA
Treasury

Market Chatter: Nvidia-Linked Data Center Raises $4.6 Billion From Junk Bond Sale

A Nevada data center project tied to Nvidia (NVDA) has raised $4.59 billion through a junk-bond sale, underscoring a rise in deals for AI infrastructure funding, Bloomberg reported on Tuesday, citing a person familiar with the matter.The deal, backed by Tract Capital Management and Fleet Data Centers, priced five-year notes at a 6.74% yield, the report said.The project, a 200-megawatt facility in Nevada, is expected to be leased to Nvidia.The deal was priced during broader volatility in data center-linked stocks and bonds, as concerns grow over whether the rapid expansion in AI-related spending will deliver expected returns, Bloomberg said.Nvidia did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$NVDA