Ep43: Oracle's Surge & Inflation Cooling: New Highs Amid Rate-Cut Hopes — September 10th, 2025

Markets moved in different directions Wednesday as investors digested cooler inflation data and a powerful earnings surprise. The S&P 500 closed at a record 6,532.04 and the Nasdaq inched higher to 21,886.06, while the Dow slipped 220 points to 45,490.92, weighed by Apple and other Dow components. The spotlight was on Oracle, whose shares surged more than 30%—its best one-day move in decades—after announcing cloud bookings expected to top $500 billion. The rally spilled into chipmakers like Nvidia, AMD, and Broadcom, even as Synopsys tumbled over 22% on weak revenue guidance. Overseas, Europe’s STOXX 600 rose 0.5% on retail and pharma gains, while Asian markets traded cautiously higher. In macro flows, gold hit fresh highs near $3,644/oz, Treasury yields eased on rate-cut hopes, and oil traded mixed on demand uncertainty and geopolitical risks. Bitcoin steadied near $112,500, holding its quiet rhythm. This episode unpacks the day’s numbers, sector shifts, and global reverberations, offering a calm reflection on how cooling inflation and corporate triumphs reshaped the market landscape.