Investorsยท2025-09-11 12:05Group 1 - Oracle's stock surged by 36% due to strong demand for its AI cloud services, contributing to a rally in AI-related stocks [1][4] - The S&P 500 and Nasdaq reached record highs, driven by Oracle's performance and support from Taiwan Semiconductor [1][4] - Despite the overall market rally, the indexes weakened in the afternoon, indicating potential volatility [1] Group 2 - Nvidia's stock was noted for its absence from a key list, while Cadence made the list for the third consecutive time, highlighting shifts in industry positioning [2][4] - The stock market is currently influenced by key inflation reports, with the Dow Jones futures showing a slight decline [1][4] - Palantir emerged as a leader among new buys, reflecting investor interest in AI and technology stocks [4]