Oracle(US:ORCL) Di Yi Cai Jing·2025-12-17 23:05Group 1: Market Overview - The three major U.S. stock indices fell, with the Dow Jones and S&P 500 experiencing four consecutive days of decline, closing down 228.29 points (0.47%) at 47885.97 points and 1.16% at 6721.43 points respectively [2] - The Nasdaq index dropped 1.81% to 22693.32 points, with technology, communication services, and industrial sectors leading the decline, while the energy sector saw gains [2] - The VIX, a measure of market volatility, surged 6.9% to 17.62 [2] Group 2: Technology Sector Performance - Major tech stocks experienced declines, with Nvidia down 3.8%, Microsoft down 0.1%, Amazon down 0.6%, Apple down 1.0%, Meta down 1.2%, Google down 3.1%, and Tesla down 4.6% [3] - The Philadelphia Semiconductor Index fell 3.3%, with chip manufacturers Broadcom down 4.4% and AMD down 5.3% [4] - Oracle's stock dropped 5.4% following news that its largest data center partner would no longer fund a $10 billion data center project, raising market concerns despite Oracle's clarification [4] Group 3: Economic Indicators - The Mortgage Bankers Association reported a 3.8% decline in mortgage applications for the week ending December 12, attributed to rising average interest rates for 30-year mortgages [5] - Concerns about the technology sector's debt burden related to artificial intelligence development have dampened market risk appetite, particularly affecting Broadcom and Oracle [6] - The upcoming U.S. Consumer Price Index (CPI) report is expected to show a slight increase in year-over-year growth to 3.1% due to tariff impacts [6] Group 4: Federal Reserve Insights - Federal Reserve Governor Christopher Waller indicated that there is still room for interest rate cuts due to a weakening job market, positioning him as a potential candidate for the next Fed chair [7] - KBC Global Services noted that the November employment data aligns with previous interest rate expectations, suggesting the Fed is unlikely to rush into significant rate cuts [8] Group 5: Commodity Market Performance - International oil prices rebounded significantly, with WTI crude oil rising 1.21% to $55.94 per barrel and Brent crude oil increasing 1.29% to $59.68 per barrel, driven by geopolitical tensions and a decline in U.S. oil inventories [9] - Precious metals also saw gains, with COMEX gold futures up 1.00% to $4347.50 per ounce and COMEX silver futures up 5.64% to $66.237 per ounce, both reaching historical closing highs [9]