太意外！美联储，降息大消息！特朗普火速发声：简直是个灾难

Core Viewpoint - The article highlights the significant rise in the stock prices of major technology companies, particularly Oracle, which saw a historic increase of 36%, marking its largest single-day gain since 1992. This surge is attributed to strong performance in the cloud business and positive market reactions to economic indicators suggesting a potential interest rate cut by the Federal Reserve [1][9][11]. Group 1: Oracle's Performance - Oracle's stock closed at $328.62 per share, with a market capitalization exceeding $920 billion, surpassing Walmart and JPMorgan [9]. - The company anticipates a 77% increase in cloud infrastructure revenue to $18 billion by fiscal year 2026, with projections reaching $32 billion, $73 billion, $114 billion, and $144 billion in subsequent years [11]. - Oracle's unfulfilled performance obligations (contracted but unrecognized revenue) reached $455 billion, a year-on-year increase of 359% [11]. Group 2: Market Trends and Economic Indicators - The Nasdaq and S&P 500 indices reached all-time highs, while the Dow Jones Industrial Average experienced a slight decline of 0.48% [4]. - The U.S. Producer Price Index (PPI) unexpectedly decreased by 0.1% month-on-month, with a year-on-year increase of 2.6%, leading to increased speculation about a potential interest rate cut by the Federal Reserve [18][19]. - The probability of a 50 basis point rate cut in September rose to 8%, while the likelihood of maintaining the current rate was assessed at 0% [19][22]. Group 3: Semiconductor Sector Performance - The semiconductor sector saw significant gains, with stocks like Nvidia rising nearly 4%, Broadcom increasing by 9.77%, and TSMC up by 3.79%, all reaching historical highs [13]. - Broadcom's CEO emphasized the importance of meeting AI computing demands, predicting that AI revenue will surpass total software and non-AI revenue within two years [15][16].