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Oracle Faces Key AI Test Ahead of Q2 Earnings
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
Oracle Faces Key AI Test Ahead of Q2 Earnings
Oracle reports Q2 tomorrow as analysts debate AI capex, debt concerns, and reliance on OpenAI. Shares are up 32 percent YTD but still 35 percent below the September peak while consensus expects EPS of 1.64 and revenue of 16.2 billion.
Traders Price In Six Percent Swing For Broadcom Earnings
Options imply a six percent move for Broadcom after Thursday's earnings. A swing from the $407 record could place shares near $425 or $377. Revenue is projected at $17.48B, up 24 percent year over year, with EPS at $1.88.
Fed Division and Stagflation Fears Eye December Rate Decision
The Fed weighs an expected 25 bp cut with futures at 87 percent. Policymakers remain split, including dissent from Governor Stephen Miran. Markets watch for signals of compromised independence and rising stagflation risk from tariffs.
🪙 Crypto
Senate Accelerates Draft of Crypto Market Structure Bill
Senators advance a bipartisan crypto bill targeting SEC CFTC roles and DeFi oversight. Draft expected this week with hearings next week. White House seeks stronger ethics rules as talks continue, aiming for passage by early 2026.
🌎 Global Economy
Mastercard forecasts 3.1 percent global GDP growth in 2026
Mastercard projects global GDP growth of 3.1 percent in 2026, slightly below 2025. Outlook cites AI investment, rate cuts, and stimulus, with U.S. growth at 2.2 percent and China at 4.5 percent amid tariff driven trade shifts.
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