--- title: "β˜•οΈ Daily Market Talk | Mar 12, 2026" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000520448.md" description: "πŸ‘‹ Hi everyone! Grab your coffee β˜•οΈ Trump says Iran war "close to ending" β€” but ships just got hit. Oracle crushed, CPI cooled, Tesla China +91%. Today's 3 big questions πŸ‘‡" datetime: "2026-03-12T03:06:29.000Z" locales: - [en](https://longbridge.com/en/topics/100000000520448.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000520448.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000520448.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # β˜•οΈ Daily Market Talk | Mar 12, 2026 πŸ‘‹ Hi everyone! Grab your coffee β˜•οΈ Trump says Iran war "close to ending" β€” but ships just got hit. Oracle crushed, CPI cooled, Tesla China +91%. Today's 3 big questions πŸ‘‡ ## πŸ’¬ Today's 3 Big Questions **1\. Trump says Iran war "close to ending"** β€” but Iran just fired on ships and set 3 conditions. Oil at $90+. Real peace or more volatility? **2\. Oracle +10% on 44% cloud growth** β€” AI trade back in full force? Or last gasp before reality check? **3\. CPI at 2.4% (5-year low)** β€” Good news or already outdated with oil surging? **πŸ‘‡ Drop your take, click "Repost" & earn 288 Task Coins ✨** 🚫 **NO** duplicates or similar content ## πŸ“Š Quick Market Recap ### πŸ›’οΈ Iran: War "Close to Ending" β€” But Ships Hit Trump claims Iran's military is "neutralized" and war is nearing its end. But Iran just **fired on merchant ships in the Strait of Hormuz**, sending **WTI above $90** and pressuring US futures. Iran's president set **3 conditions for peace**: recognition of rights, reparations from US/Israel, and guarantees against future aggression. **IEA steps in**: Approving release of **400 million barrels** of strategic reserves β€” largest in history. US to release 172M barrels starting next week. ### πŸ“ˆ Oracle Surges on AI Cloud Demand $Oracle(ORCL.US) **jumps over 10%** after Q3 earnings beat. Cloud revenue **up 44%** to $8.9B. Backlog hits **$553B**. CEO says no additional debt financing planned for 2026 β€” addressing investor concerns about AI spending. Since 1986 IPO, stock up 257,656%. ### πŸ“‰ US Inflation Cools to 5-Year Low **February CPI: +2.4% YoY**, Core CPI: **+2.5%** β€” both matching estimates, smallest increase in nearly 5 years. Housing costs moderate, rent increases smallest since 2021. **But markets yawn**: Data seen as "background noise" β€” oil surge will hit March numbers. Citi: each 10% oil hike adds 0.2-0.3% to CPI. Fed rate cut odds now pushed to **September**. ### πŸš— Tesla China Sales Soar 91% February wholesale sales hit **58,599 units**. Low base effect from last year's Lunar New Year factory retooling. Up 91% YoY but down 15.2% MoM. ### πŸ‡¨πŸ‡³ China NPC Closes Today 14th National People's Congress wraps up this afternoon in Beijing. Voting on government work report, 15th Five-Year Plan, and several draft laws. ### πŸ‡―πŸ‡΅ Japan PM Hosts Iftar Dinner PM Takaichi to meet with ambassadors from Islamic countries tonight in Tokyo. Expected to discuss de-escalating Iran tensions and securing safe passage through Strait of Hormuz. ### πŸ“… Earnings & Data Today | Company/Data | Time | Why It Matters | | ------------------------------------ | ----------- | -------------------------------------- | | $Li Auto(LI.US) $LI AUTO-W(02015.HK) | Today | EV demand barometer β€” margins in focus | | $Adobe(ADBE.US) | After close | AI integration into creative tools | | **US Jobless Claims** | 9:30pm SGT | Labor market health check | ### Related Stocks - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [LI.US](https://longbridge.com/en/quote/LI.US.md) - [02015.HK](https://longbridge.com/en/quote/02015.HK.md) - [ADBE.US](https://longbridge.com/en/quote/ADBE.US.md) ## Comments (16) - **Dacai Β· 2026-03-13T04:59:20.000Z**: Trump was trying to calm the market and bring doen oil prices. In war, nothing is certain. Trade with caution. - **Victor y Β· 2026-03-12T08:19:21.000Z**: War not over yet. Risk keeps volatility high disruptions could last weeks or months.Adobe shows real AI monetization the rally continues. AI is rotating from chips to infrastructure and software.Inflation pulled markets both ways.CPI cooled but oil could reverse it raising stagflation risk (slower g - **MingHwa Β· 2026-03-12T06:42:59.000Z**: DXYZ is a good way to gain exposure to private equity, consider it if you want private equity exposure via public markets! - **Valenxis Β· 2026-03-12T06:37:10.000Z**: market is volatile, buy dips along the way, as once war ended, coupled with rate cuts in 2026, it should be safe afterwards. dyodd - **Gaby Β· 2026-03-12T06:24:12.000Z**: Amazing earnings and discipline by a big AI company, low inflation numbers, what more can you ask for to be in a bull market? - **Irenee Β· 2026-03-12T06:17:26.000Z**: I read the news that US is going to use bunker buster bombs, Iran weapons storage facility deep underground is not safe anymore. Soon Iran have no more weapons to shoot around! - **Joannee Β· 2026-03-12T06:13:43.000Z**: With low CPI, the inflation trade is over. Even with high oil prices, it's not going to stop the stock market from rallying this year! - **Heroic Lifesaver Β· 2026-03-12T05:12:53.000Z**: The markets have a life of its own. When you see them move contrary to macro and news, the narratives will say β€˜markets shrug off news’. Then out of the blue, it moves. - **melph Β· 2026-03-12T03:58:32.000Z**: While markets may remain volatile in the short term, historical patterns suggest potential recovery within weeks if conflicts de-escalate. However, we should remain selective, focusing on sectors and regions with structural resilience. - **Competitive_Ride Β· 2026-03-12T03:47:39.000Z**: Tesla's 91% YoY jump is mostly base effect. MoM -15% tells the real demand story - **beta-one Β· 2026-03-12T03:46:16.000Z**: Li Auto earnings today... please save my EV bagsπŸ™ - **AllIn Call Β· 2026-03-12T03:44:20.000Z**: Oracle's 44% cloud growth confirms AI demand is broadening beyond hyperscalers. The $553B backlog is staggering - **Fattycat Β· 2026-03-12T03:37:37.000Z**: The 2.4% CPI reading is definitely "already outdated". March data likely to be ugly.Inflation coming and I expect no rates cut next week. REITs and stock markets likely to take hit.😫 - **Tiffany lover Β· 2026-03-12T03:36:36.000Z**: The International Energy Agency intervened and approved the release of 400 million barrels of strategic reserves. Is the goal to suppress oil prices? Or to respond to a further escalation of the situation? Currently, investment must be cautious. - **kynam and axe Β· 2026-03-12T03:36:30.000Z**: 1. Iran war will end once USA withdrawal. Then it will be Iran against isreal. Iran has nothing to lose.2. Interest rate will not drop as they want influx of money into USA.3. There might be changes in America man in the top ?4. Ai will grow faster under our eye. - **LazyCat Β· 2026-03-12T03:22:01.000Z Β· πŸ‘ 1**: Actions speaks louder than words and the actual hitting of ships quickly upended the "quick end" rhetoric. More volatility ahead until safe shipping is assured and drones/missiles not hitting all around middle east.The published CPI data(on newspaper) is best used to wrap fish and chips now; --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**