Oracle(US:ORCL) Mei Ri Jing Ji Xin Wen·2025-12-11 10:53Group 1 - Major stock indices fell, with Dow futures down 0.44%, S&P 500 futures down 0.89%, and Nasdaq futures down 1.21%. Large tech stocks also declined, including TSMC down over 2%, Nvidia down over 1.5%, and Intel, AMD, Broadcom, Qualcomm down nearly 1.5% [1] - Oracle's stock dropped over 12% before the market opened after the company reported Q2 FY2026 revenue of $16.1 billion, a 14% year-over-year increase, and a GAAP net profit of $6.1 billion, a 57% increase year-over-year. The company also reported a free cash flow of -$10 billion and has over $100 billion in outstanding debt, the largest among investment-grade rated large tech companies [1] - Oracle's remaining performance obligations surged to $523 billion, exceeding market expectations, following new cloud commitments from companies like Meta Platforms and Nvidia [1] Group 2 - Microsoft CEO Satya Nadella announced plans to release a new AI model on Friday, aiming to elevate the capabilities of intelligent agents [2] - Reports indicate that Apple's first smart glasses, Apple Glasses, are expected to be announced at the WWDC in 2026, with production and market launch anticipated in 2027 [2] - Nvidia has secured over half of TSMC's advanced packaging capacity for 2026, with orders for 800,000 to 850,000 wafers [2] - Elon Musk confirmed that SpaceX plans to raise several billion dollars through an IPO next year [2] Group 3 - SK On and Ford have agreed to terminate their joint venture in the U.S., with each company independently operating their respective battery production facilities in Tennessee and Kentucky [3] - Broadcom is set to release its Q4 FY2025 earnings report, with analysts expecting a 24.5% year-over-year revenue increase to $17.5 billion [3] - JPMorgan forecasts that the Federal Reserve will only lower interest rates once next year, with a predicted 25 basis point cut, which is less than the market's expectation of around 50 basis points [3]