(RTTNews) - German stocks turned in a mixed performance Thursday morning with investors following news from the Middle East and looking ahead to the European Central Bank's monetary policy announcement, due later in the day.
(RTTNews) - German stocks turned in a mixed performance Thursday morning with investors following news from the Middle East and looking ahead to the European Central Bank's monetary policy announcement, due later in the day.
Justin Sullivan/Getty Images News Shares of Oracle ( ORCL ) tumbled about 8% premarket on Thursday after the company forecast higher capital expenditure for fiscal 2027 than analysts' estimates and said it expects to raise about $40B in debt and equity in fiscal 2027 to support its capital investment program. Oracle expects capital expenditures, or capex, of up to $95B in fiscal 2027, though it ex...
Justin Sullivan/Getty Images News Shares of Oracle ( ORCL ) tumbled about 8% premarket on Thursday after the company forecast higher capital expenditure for fiscal 2027 than analysts' estimates and said it expects to raise about $40B in debt and equity in fiscal 2027 to support its capital investment program. Oracle expects capital expenditures, or capex, of up to $95B in fiscal 2027, though it expects repayments from customers for up to $25 billion of that. The company spent about $55.66B in capex in fiscal 2026. "So indeed, for 2027, fiscal year 2027, we expect around $70 billion in net cash outlay for capital expenditures. That does exclude $20 billion to $25 billion in prepayments that we will collect or there's some timing differences in there, but it's just associated with third-party manufacturers, not vendors, not vendor financing, just third-party manufacturers," said Oracle's CFO Hilary Maxson on the company's fourth quarter fiscal 2026 earnings call. Analysts expected $67.66B in capital spending for fiscal 2027, as per LSEG data, Reuters reported . Big Tech has been boosting capex as AI growth is continuing to accelerate. However, Maxson noted that the investments are being driven by committed customer demand reflected in the company's record Remaining Performance Obligations, or RPO, giving them "confidence in our long-term outlook as well as strong returns on the capital we're deploying." Maxson also said the company's fiscal year 2027 gross margins will “step down” as it ramps up data-center projects. "Our fiscal year 2027 gross margin will step down due to timing for the ramp-up of our data center projects into their full revenue contribution plus impact from mix. While these investments are creating pressure on the near term to gross margins in our infrastructure business, we expect margin performance in infrastructure to improve rapidly as we reach full contractual revenue levels at our data centers," said Maxson. Oracle noted that RPO ended the fis...
昨日，Ramp 发布了最新的 AI Index，一个令人难以消化的核心数据是：最积极采用 AI 的公司，每月每位员工在 AI 工具上花费 7500 美元，约合 50807 元人民币。 该指数自推出以来，一直专注于追踪最基础的企业 AI 采用情况。如今，使用 AI 的企业占比正迅速逼近 100%。Ramp 首席经济学家 Ara Kharazian 表示，其结果还很可能低估了实际采用率，因为许多企业在...
昨日，Ramp 发布了最新的 AI Index，一个令人难以消化的核心数据是：最积极采用 AI 的公司，每月每位员工在 AI 工具上花费 7500 美元，约合 50807 元人民币。 该指数自推出以来，一直专注于追踪最基础的企业 AI 采用情况。如今，使用 AI 的企业占比正迅速逼近 100%。Ramp 首席经济学家 Ara Kharazian 表示，其结果还很可能低估了实际采用率，因为许多企业在使用免费的 AI 工具，或者员工使用个人账户调用 AI 服务来完成工作任务。 即便在 Ramp 内部，相比去年其 AI 使用量增长了 6300%。团队中有 99.5% 的人都在使用 AI 工具，84% 每周都会用编程代理。在 Ramp 内部平台上，6 周内上线了 1500 多个应用，来自 800 多位不同的“构建者”；非工程师发起的生产代码 PR 已占到 12%，每月达到数千个，他们使用的是自研编程代理 Ramp Inspect。 因此，Ramp 经济研究团队的关注重点正在转向对“采用强度”的追踪，当前样本包括超过 7 万家美国企业和数十亿美元的企业支出。 五万月薪没到顶，上月就涨了 14.1%？ 根据 Ramp AI Index 的最新研究，美国按 AI 采用程度排名前 1% 的公司，每位员工每月在 AI 工具和算力上的支出达到 7500 美元，Ramp 将这前 1% 的公司称为“AI-pilled”（AI 上头）。 而且，它们已经且还将投入足够长时间。每过去一个月，这些公司都在将 AI 更深地嵌入工作流、积累专有数据，并训练团队使用那些中位数公司甚至还没有认真预算的工具。可以说，处在分布顶端的公司，并不是在“试验”AI，而是在“构建”。仅在过去一个月，这一群体的人均 AI 支出就增长了 14.1%。 据了解，这些“AI 上头”公司通常采取混合策略，并不押注单一平台。他们在多个来自 Anthropic、OpenAI 等厂商的前沿模型之间来回切换，同时使用通过 Fireworks AI、fal AI、DeepInfra 等推理平台接入的低成本开源模型，包括来自中国、与 OpenAI 和 Anthropic 竞争的 DeepSeek。 而这种模式并不仅限于头部用户。Ramp 的采用数据表明，Anthropic 已覆盖 41% 的美国付费 AI 企业用户，成为企业端采用率最高的...
Sabine Pass LNG in Cameron, Louisiana, US, on Tuesday, April 14, 2026. US natural gas futures ended lower for a fifth consecutive session, erasing earlier gains as traders weighed plunging oil prices against mixed weather outlooks. Bloomberg | Bloomberg | Getty Images The U.S. has emerged as the top supplier of liquefied natural gas and liquefied petroleum gas to India in May, as shipments from th...
Sabine Pass LNG in Cameron, Louisiana, US, on Tuesday, April 14, 2026. US natural gas futures ended lower for a fifth consecutive session, erasing earlier gains as traders weighed plunging oil prices against mixed weather outlooks. Bloomberg | Bloomberg | Getty Images The U.S. has emerged as the top supplier of liquefied natural gas and liquefied petroleum gas to India in May, as shipments from the Gulf countries fell due to traffic disruptions in the Strait of Hormuz. India imports 60% of its liquefied natural gas (LNG) and almost all liquefied petroleum gas (LPG) supplies through the critical waterway, which has been disrupted since the U.S. and Israel first struck Iran on Feb. 28. Washington supplied 630,000 tonnes of LPG to India in May, roughly 60% more than the 380,000 tonnes the country received from all the Gulf countries put together, as per data from Kpler. The U.S exported 900,000 tonnes of LNG to India in May, which accounted for more than 40% of India's total requirement and was a threefold increase on April, Kpler said. Experts said that the conflict in the Middle East boosted U.S. exports, but added that the rise was also driven by Washington's broader push to sell India more American energy. Even before the start of the war, the two countries were deepening their energy trade . "Going forward, the India–US energy trade will increasingly focus on gas," Sumit Ritolia, lead research analyst at energy intelligence firm Kpler, told CNBC. The U.S., with its "abundant shale resources and expanding export infrastructure," is uniquely positioned to benefit from India's need to diversify gas supplies, he added. U.S. gains market share High freight costs helped prevent the U.S. from gaining a meaningful share in India's gas market before the war. But being cut off from the Gulf made India more open to U.S. gas cargoes. The Middle Eastern LPG supply "consistently outcompeted US cargoes on a landed-cost basis," constraining the ability of the U.S. to gain market ...
Midstream energy company Oneok (NYSE: OKE) has had a strong start to 2026 in terms of stock performance. The company has risen more than 19% as of this writing. Oneok's dividend yield is still around 4.9%, but with the price increase, investors may be starting to question whether it's no longer a good time to buy. Oneok, which owns and operates more than 60,000 miles of pipelines, processing plant...
Midstream energy company Oneok (NYSE: OKE) has had a strong start to 2026 in terms of stock performance. The company has risen more than 19% as of this writing. Oneok's dividend yield is still around 4.9%, but with the price increase, investors may be starting to question whether it's no longer a good time to buy. Oneok, which owns and operates more than 60,000 miles of pipelines, processing plants, and storage facilities, raised its 2026 guidance after a strong first quarter. Net income and earnings before interest, taxes, depreciation, and amortization ( EBITDA ) increased 12% and 13%, respectively. The annual dividend is now $4.28 per share. The company offers investors stability and growth through its diversified asset base. A 31% increase in natural gas liquids throughput volumes in the Permian and Gulf Coast segments was a large factor in the successful quarter. Continue reading
First Major Weather Organization Declares El Nino Onset As Food Inflation Risks Intensify For months, we have warned readers that the probability of El Niño formation was rising, with downstream risks across critical agricultural growing belts. That forecast has now moved from a risk scenario to reality, as the first major weather body has formally declared the onset of this warming pattern in the...
First Major Weather Organization Declares El Nino Onset As Food Inflation Risks Intensify For months, we have warned readers that the probability of El Niño formation was rising, with downstream risks across critical agricultural growing belts. That forecast has now moved from a risk scenario to reality, as the first major weather body has formally declared the onset of this warming pattern in the equatorial Pacific, threatening to disrupt rainfall, temperatures, crop yields, power demand, and commodity flows into year-end. Bloomberg commodity expert Javier Blas wrote on X, " The Japanese Meteorological Agency becomes the first major weather body to formally call the onset of El Niño phenomenon in the Pacific." "It's the first El Niño in three years, and some forecasters expect it to be one of the strongest ever," Blas noted. The Japanese Meteorological Agency becomes the first major weather body to formally call the onset of El Niño phenomenon in the Pacific. It's the first El Niño in three years, and some forecaster expect to be one of the strongest ever. https://t.co/v6OlU9mMTu — Javier Blas (@JavierBlas) June 10, 2026 Our coverage on the El Niño risk: We Are Being Warned That A "Godzilla El Niño" Could Absolutely Devastate Global Food Production Meteorologists Sound Alarm Over El Nino Plume Racing Across Pacific Like "Freight Train" Meteorologists Warn About Super El Nino Event UBS Warns El Nino May Intensify Food Inflation Across Asia El Niño is driven by unusually warm Pacific waters and can shift rainfall and temperature patterns worldwide. Early impacts are already appearing, including a delayed Indian monsoon and disruptions to Peru's fishing season. Historically, strong El Niño events have reduced yields for the world's top agricultural belts. Already... The Cost Of The Grain That Feeds Half The World Just Posted Biggest Monthly Surge Since 2008 Thailand white rice, a regional Asian benchmark, surged 20% in May, the largest monthly increase in data going b...
intek1/iStock via Getty Images The U.S. effective tariff rate fell to 6.7% in April after surging to its highest level in decades earlier this year, according to a chart shared by Charles Schwab's Kevin Gordon. The chart showed the effective tariff rate spiking above 10% before retreating to 6.739% as of April 30, though it remained well above levels seen over most of the past two decades. The mea...
intek1/iStock via Getty Images The U.S. effective tariff rate fell to 6.7% in April after surging to its highest level in decades earlier this year, according to a chart shared by Charles Schwab's Kevin Gordon. The chart showed the effective tariff rate spiking above 10% before retreating to 6.739% as of April 30, though it remained well above levels seen over most of the past two decades. The measure hovered near 1%-2% from 2005 through 2017 before moving higher in 2018 and stabilizing around 2%-3% over the following several years. The latest surge marked a sharp break from that range, with the effective tariff rate reaching a peak of 10.836 before easing in April. Despite the pullback, the chart indicated tariff levels remain historically elevated compared with the pre-2018 period, underscoring the extent to which recent trade policy changes have lifted the average U.S. tariff burden relative to long-term norms. Here is the chart: Bloomberg More on markets May CPI: Energy Flare-Up Continues, But Core Pressures Remain Contained Consumer Price Index: Inflation At 4.2% In May Iran: Sleepwalking Into A Crisis ‘Neither hikes or cuts’ given latest inflation data – Allianz’s El-Erian 3 things to look out for on Thursday
The boss of Greece’s Atlantic SEE LNG Trade said it’s becoming more difficult to secure long-term liquefied natural gas deals with US suppliers, after the Iran war upended the global market. Competition between European and Asian buyers for US LNG has intensified after the Middle East conflict closed the Strait of Hormuz, choking off one-fifth of global supplies and driving up spot prices. That’s ...
The boss of Greece’s Atlantic SEE LNG Trade said it’s becoming more difficult to secure long-term liquefied natural gas deals with US suppliers, after the Iran war upended the global market. Competition between European and Asian buyers for US LNG has intensified after the Middle East conflict closed the Strait of Hormuz, choking off one-fifth of global supplies and driving up spot prices. That’s making US firms averse to signing the 20-year contracts sought by Atlantic SEE, as it pushes to expand Greece’s role as an LNG hub for the wider region. “US suppliers have become reluctant to commit to a price for a long period of time,” Chief Executive Officer Alexandros Exarchou said in an interview. “This is a different situation from six months ago when they were gasping for such long-term agreements.” Uncertainty about the evolution of prices — following damage to the world’s largest LNG export terminal in Qatar — means that some US suppliers are even offering incentives to reduce the size of existing contracts, the CEO said. Due to the capital commitments required to build and finance US LNG projects, smaller buyers may struggle to sign long-term contracts with American sellers. Much of US output is already committed to long-term European and Asian contracts. Atlantic SEE — a joint venture between Aktor Group and Greece’s state gas supplier Depa Commercial SA — reached a 20-year deal in November with Venture Global Inc. to import 4 billion cubic meters of LNG a year from 2030. Most of that will be shipped to regional neighbors, including 1 bcm for Albania and 0.5 bcm for Bosnia-Herzegovina. The company is looking to conclude negotiations with Romania by the end of the summer, which will bring total supply agreements to 3.7 bcm a year, said Exarchou, who is also chairman and CEO of Aktor. Greece’s search for US LNG deals comes as the European Union phases out flows of the fuel from Russia by the end of this year. Should deals be reached with Bulgaria and Ukraine later ...