☕️ Daily Market Talk | Mar 11, 2026

👋 Hi everyone! ☕️ Grab your coffee, Oracle just dropped a monster, Nio turned profitable for the first time ever, and we've got CPI data tonight. Let's jump straight into today's big questions 💭

💬 Today's 3 Big Questions

1. Oracle +10% after hours — AI trade back in favor or just a one-off beat?
2. Nio's first quarterly profit ever — EV turnaround story or too early to celebrate?
3. CPI drops tonight — Hot print that delays cuts or cool enough to rally?

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📊 Quick Market Recap

📈 Oracle AI-Fueled Earnings Beat

$Oracle(ORCL.US) Q3 revenue & profit surged >20% on strong AI cloud demand. Fiscal guidance raised. Shares jumped ~10% post-market.

The takeaway? Enterprise AI spending is real — and Oracle is catching the wave.

🚗 Nio's First Quarterly Profit Ever

$NIO Inc(NIO.US) $NIO-SW(09866.HK) $NIO Inc. USD OV(NIO.SG) Q4 operating profit hit 1.25B CNY with deliveries surging 71.7% YoY. Q1 revenue guidance implies +103% to +109% growth.

After years of cash burn, this is huge for the EV narrative.

🪙 Metals Rally, Bitcoin Volatile

Gold +1.2% , hovering near $5,200. Silver +1.68% . Bitcoin briefly topped $70k before retreating.

Safe havens and risk assets moving together — interesting dynamic.

💵 Circle's Milestone

$Circle(CRCL.US) gained >5% previously. USYC assets under management just broke through $2 billion.

Tokenized money market funds are gaining serious traction.

📈 CPI Day: What to Watch？

US February CPI data drops tonight — the last major inflation print before the next Fed meeting.

Market expectations: Another hot number could push rate cut expectations further out.

🇭🇰 HK Market Focus

Two key themes today:

• Large AI Models — momentum continues after MWC 2026
• Optical Communication — fiber names catching bids

🍎 Apple Product Launch Watch

Market anticipating impact of new Apple devices on tech sector momentum. New MacBooks started shipping this week.