Oracle(US:ORCL) Sou Hu Cai Jing·2025-09-11 13:07Group 1 - The U.S. Consumer Price Index (CPI) for August increased by 2.9% year-on-year, matching expectations, and up from 2.7% previously. Month-on-month, it rose by 0.4%, exceeding the forecast of 0.3% and the previous value of 0.2% [2] - The core CPI, excluding food and energy, also rose by 3.1% year-on-year, in line with expectations and unchanged from the previous value. Month-on-month, it increased by 0.3%, consistent with forecasts [2] - Following the CPI data release, traders are increasingly betting on interest rate cuts by the Federal Reserve, anticipating at least two rate cuts by the end of 2025 [2] Group 2 - Oracle's stock surged approximately 36% in a single day, marking its largest increase since 1992, with a market capitalization increase of $244 billion. Investors are optimistic about the company's cloud business growth prospects [2] - Oracle has reportedly signed a $300 billion computing power agreement with OpenAI, one of the largest cloud service contracts in history, requiring 4.5 gigawatts of power capacity [3] Group 3 - Amazon's autonomous driving company Zoox has launched a limited robot taxi service in Las Vegas, with plans to expand to San Francisco in the coming months [4] - Alibaba plans to issue approximately $3.2 billion in zero-coupon convertible senior notes due in 2032, with net proceeds aimed at enhancing cloud infrastructure and expanding international business operations [5] - Merck has announced the cancellation of its £1 billion drug research center project in London, terminating its early drug development initiatives in the UK [6]