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Oracle's earnings report boosted investor confidence in data center spending, with Dell and HPE leading the S&P 500 on Friday.
Oracle's latest earnings report, showing a 30% increase in AI cloud services revenue and an expanding backlog, has reassured investors that AI spending remains robust and is translating into revenue. This boosted the stock prices of data center hardware suppliers Dell Technologies and Hewlett Packard Enterprise (HPE).
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Source：MarketWatch · Source Link
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