--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Oracle Sinks, Then Soars 7% on Cloud Blowout" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000894944.md" description: "Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI ..." datetime: "2026-09-11T03:04:29.000Z" locales: - [en](https://longbridge.com/en/topics/100000000894944.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000894944.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000894944.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Oracle Sinks, Then Soars 7% on Cloud Blowout Oracle fell -5.4% in Wednesday's session, dragged down by a hot US PPI print — then jumped as much as +7% after hours once its actual results landed: cloud infrastructure revenue +121%. That same PPI shock pushed Sept rate-hike odds to 71% and sent bond yields to multi-year highs. Let's dig in 👇 **💬 Oracle fell -5.4% during the day, then jumped +7% after hours on its own earnings — was Oracle's stock actually up or down today?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — Oracle Sinks, Then Soars 7% on Cloud Blowout **🔑 Key Event:** $Oracle(ORCL.US) fell **-5.4%** Wednesday, dragged down by the day's hot PPI print — then jumped as much as **+7%** after hours once its results actually landed: cloud infrastructure revenue **+121%** to $7.4B, remaining performance obligations up to $664B, and a raised FY2027 outlook (≥$90B revenue). > @Shyon : I'm keeping an eye on the 10-year Treasury yield approaching 5%. Higher yields can pressure high-growth AI valuations... I'm staying constructive, but becoming more selective on valuation. **👀 Other to Watch** - US PPI rose **+5.4%** YoY (above 5.3% est.), pushing Sept hike odds to 71% and the 10-year yield to 4.95% (highest since 2023) — $Dow Jones Industrial Average(.DJI.US) **-0.60%** to 52,064.10, $S&P 500(.SPX.US) **-0.58%** to 7,591.70, $NASDAQ Composite Index(.IXIC.US) **-0.65%** to 26,081.73. - $SK Hynix(SKHY.US) → JPMorgan initiated at Overweight ($245 PT), yet the stock still fell **-5.2%** as the same selloff hit the whole memory sector. - $Adobe(ADBE.US) → posted a record Q3 (revenue +13%, EPS beat) but still fell **-2.4%**, unable to escape the same macro drag. - $Taiwan Semiconductor(TSM.US) August revenue hit a record **NT$514.8B (+53.3% YoY)** — COO Y.P. Chao said it's building ~20 new fabs at once, 4-5x its historical peak pace, and still can't keep up with demand. - Two exceptions: $Apple(AAPL.US) **+3.6%**, extending its post-launch rebound, and $Corning(GLW.US) signed a new multi-year fiber deal with Verizon through 2032 — though GLW itself still fell -3.2%. ### 🇸🇬 Singapore — STI Extends Its Slide **🔑 Key Event:** $FTSE Straits Times Index(STI.SG) closed Thursday at 5,689.75, then eased a further **-0.23%** to around 5,676 as of publish time (~11am SGT). **👀 Other to Watch** - The three local banks bucked the index: $DBS(D05.SG) -0.01% to S$76.78, $OCBC Bank(O39.SG) flat at S$31.39, $UOB(U11.SG) +0.24% to S$41.09. > @FaithAnchor : DBS wins the dividend race but isn't the cheapest, UOB is the valuation winner, OCBC has the strongest earnings growth — DBS for quality and income, UOB for value, OCBC for growth. ### 🇭🇰 HK/China — HSI Falls Further on the Same Risk-Off **🔑 Key Event:** $Hang Seng Index(00HSI.HK) closed Thursday at 24,954.47, then fell another **-1.12%** to around 24,675 this morning, hit by the same PPI-driven risk-off. > @Fattycat : The Hang Seng Tech Index has been under selling pressure these past few days. It feels like markets across the globe are just holding their breath, waiting for the Fed's rate decision. **👀 Other to Watch** - Tencent-backed AI chipmaker **Enflame** surged as much as +188% on its Shanghai STAR Market debut after a $911M IPO — one of China's "four little dragons" of AI chipmakers racing to match Nvidia; Tencent holds a 20% stake and is its biggest customer. ### 🌍 Other - The ECB raised rates 25bp (deposit 2.50%, refi 2.65%, marginal lending 2.90%, effective Sept 16) — its second hike this year, citing Middle East conflict pushing inflation above target. - Houthi forces seized Yemen's Red Sea port of Mokha, advancing toward the Bab-el-Mandeb strait — the same conflict keeping oil elevated. - The US Treasury's own long-bond buyback disappointed again: only $5.19B completed of a $6B cap. ## 📅 Upcoming Key Events | **When (SGT)** | **What** | | --------------- | --------------------------------------------------------------------------------------------------- | | **Fri 11 Sept** | 🇺🇸 **US August CPI**, ahead of the Sept 16 Fed decision; 🇺🇸 US Michigan consumer sentiment (prelim) | | **Tue 15 Sept** | 🇨🇳 China retail sales, industrial output; 🇺🇸 NY Fed manufacturing index | | **Wed 16 Sept** | 🇺🇸 **FOMC rate decision** | | **Thu 17 Sept** | 🇭🇰 HK unemployment rate; 🇨🇳 China M2 | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Sept 11, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [ORCS.US](https://longbridge.com/en/quote/ORCS.US.md) - [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [ADBE.US](https://longbridge.com/en/quote/ADBE.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [GLW.US](https://longbridge.com/en/quote/GLW.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [O39.SG](https://longbridge.com/en/quote/O39.SG.md) ## Comments (33) - **Shyon · 2026-09-11T16:05:54.000Z · 👍 1**: For me, $Oracle(ORCL.US) is a great example of macro versus fundamentals. ORCL dropped over 5% on hot PPI and rising yields, but then jumped after earnings showed 121% cloud infrastructure growth and RPO of $664B. AI demand clearly remains strong.I am still watching the 10-year yield closely as it a - **NewUser_zS0M8w · 2026-09-11T15:05:15.000Z**: US August CPI actually came in rather close to expectations - perhaps the reason why we are seeing stocks take a temporary breather after yesterday's fall? All eyes turn to next Wed's FOMC decision, personally think it might continue to hold. But feel free to share your opinions - **NewUser_oPJWOU · 2026-09-11T15:00:51.000Z**: Oracle's OCI revenue growth accelerated again, with YoY growth above 120% this quarter. 0.85GW of compute came online this quarter, slightly below the prior 1GW guide but still a clear acceleration. The most optimistic thing was cloud growth remains strong. However, Capex hit a fresh record at 28.5b - **Fattycat · 2026-09-11T12:34:13.000Z**: US CPI remain the same 🤭 - **NewUser_hCn26 · 2026-09-11T09:12:12.000Z**: Oracle’s post-market surge underscores that fundamental operational strength trumps macro headwinds. A massive +121% jump in cloud infrastructure revenue and a record $664B backlog demonstrate explosive enterprise AI demand. While macro fears trigger daytime volatility, hyper-growth cloud metrics ul - **NewUser_Unm6i · 2026-09-11T09:03:47.000Z**: Oracle’s Shares fell and suddenly jump due to their cloud infrastructure revenue increases 121%. Followed by Apple shares rise and Corning signed a new deal with Verizon. Taiwan Semiconductor revenue increases 53.3%.However, other US stocks, Hang Seng Hong Kong shares and Singapore Straits Times Ind - **Captain Leo** (2026-09-11T10:35:56.000Z): You went across several markets in one pass and still clocked OCBC sitting flat while DBS and UOB moved. The ones that don't move are usually the harder half to notice. More of these, please. ⚓ - **NewUser_Unm6i** (2026-09-11T11:13:38.000Z): OCBC Bank maintains a flat rate gives stability yet at the same time there can either be positive or negative. However, it gives the positive stability in their shares. - **koolgal · 2026-09-11T08:40:33.000Z**: 🌟🌟🌟This is crunch week - a tale of 2 dates that will define Wall Street: the US August CPI release on Friday September 11 & the highly anticipated FOMC rate decision on Wednesday September 16.With international oil prices having recently hitting over USD 100 & energy cost surging, the anxiet - **Valenxis · 2026-09-11T07:01:05.000Z**: Reits being hammered down daily, no end yet. ECB hike. BOJ soon. Fed will, too. Inevitable. Good for USD, bad for stocks / reits / gold. hmm.. - **LUOYUE · 2026-09-11T06:28:27.000Z · 👍 1**: Like - **LazyCat · 2026-09-11T06:27:48.000Z · 👍 1**: while REIT prices are under tremendous pressure now, it presents an attractive level for accumulation, waiting for the rate cycle to reverse. - **Dacai · 2026-09-11T06:27:43.000Z · 👍 1**: The three local banks are holding up fairly well but a pullback would be nice for those looking to add positions. - **dingdongbell · 2026-09-11T06:00:00.000Z · 👍 1**: It’s consumer price index time today. Everyone seems to price in a rate hike. So that means if inflation comes in mild and/or if Fed stays put, the markets will get a lift. - **Heroic Lifesaver · 2026-09-11T05:55:35.000Z · 👍 2**: Well looks like oil broke out of its upper trend line after all. The contrarian take is that bullish sentiments for oil is at a high now. But unless price retreat substantially, trend looks up. - **win win · 2026-09-11T05:45:40.000Z · 👍 1**: Oracle, one of the Tech darling stocks many lovers follow.. it was a point of four percent last night. Is it worth holding it, what do you think? - **Fattycat · 2026-09-11T05:29:26.000Z · 👍 2**: ECB is putting pressure on Fed Chair Kevin Warsh by raising interest rates twice this year.Meanwhile, the Hong Kong market continues to face selling pressure, especially AI-related stocks:📉 Z.AI (HKG: 2513) is Down 73.83% from its peak, now at HK$267.4📉 MiniMax Group (HKG: 0100) is Down 79.89% from - **NewUser_ThinkSwim · 2026-09-11T05:24:19.000Z**: Last night PPI made a wild market as the Spy drop and pump then remains choppy. If today CPI is anything the same. We should buckle up even with earnings gains supporting the market as there will be even more sudden big movements to upside and downside. - **Fattycat** (2026-09-11T05:30:27.000Z): I saw it. Gold plunge and pump like nobody business. Tonight going to be worse 🥹😂😂😂. - **Darkwinter · 2026-09-11T05:04:05.000Z · 👍 1**: ECB interest rate is a sign… US CPI is not likely to be good, even if this round is ok… - **Fattycat** (2026-09-11T05:33:16.000Z): Tonight will set the tone for next week market direction . Fed is likely to use CPI data and NFP report for interest rate decision ( my guess). Either swing up or heavy sell down 🤭 - **LazyCat** (2026-09-11T06:29:28.000Z): negatives should already be priced in, awaiting for confirmation - **NewUser_CkrdqW · 2026-09-11T05:03:38.000Z · 👍 1**: I foresee a bit more of a pullback to end this week and the next possibly, depending on how hot tonight's CPI would be. A great opportunity for DCA investors if you could catch the dips below 7600 for S&P500. STI Index on the other hand is still a little high for my liking, but it has been dropp - **ShortWalk · 2026-09-11T04:45:03.000Z · 👍 1**: I will be looking closely at tonight CPI results which will impact the short term prices.$Oracle(ORCL.US) surging up is as expected of its earnings result. However, unfortunate of it to be dragged down by the PPI together with most of the US stocks. - **TheRaccoonAnalysis · 2026-09-11T04:23:52.000Z · 👍 2**: Oracle’s sharp reversal highlights the market’s sensitivity to fundamentals after the PPI-driven selloff. Cloud infrastructure growth of 121% and RPO reaching $664 billion indicate strong demand visibility, particularly from AI-related workloads. The raised FY2027 revenue outlook of at least $90 bil --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**