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格隆汇 March 12｜Bank of America Securities released a research report stating that Oracle's performance and outlook for the third fiscal quarter ending February 28 remain solid. Total revenue reached $17.2 billions, up 22% year-on-year, surpassing the bank's forecast of $16.96 billions. Capital expenditure was $18.4 billions, far exceeding the bank's forecast of $14 billions, but the forecast for fiscal year 2026 remains at $50 billions. The report mentioned that Oracle's guidance for fourth-quarter revenue is an increase of 19% to 21%. Calculated at the median, cloud business revenue grew by 46%, lower than the bank's expectation of 53%, but still has room for improvement. Management raised the revenue target for fiscal year 2027 from $85 billions to $90 billions. The bank maintains a "Buy" rating on the company, with a target price of $300.

Golden Ten Data reported on March 12 that market research firm CounterPoint Research stated that, unlike previous cycles, the current memory market does not see a decline in demand even as prices rise. The supply shortage issue will not be substantially resolved until at least the second half of 2027. This is because the demand for server DRAM and high-bandwidth memory (HBM) driven by the construction of artificial intelligence data centers has already exceeded the overall market demand.

PANews reported on March 12 that, according to Arkham monitoring, the anonymous whale @0x58bro has earned over $36 million from crypto perpetual contract trading. He is currently holding an unrealized profit of $5 million by shorting ETH, ENA, and several other cryptocurrencies.