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- Oracle’s cloud surge signals extended runway for Palantir
Oracle’s cloud surge signals extended runway for Palantir
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning 👋 Here's the latest news I'm tracking today. |
📈 Stocks / Finance
Oracle’s cloud surge signals extended runway for Palantir
Oracle’s $455B RPO and long-term cloud forecast signal surging AI infrastructure demand. Palantir, tied to Oracle Cloud through Foundry and AIP deployments, stands to benefit. PLTR’s commercial revenue rose 93% YoY, but valuation remains steep at 196x forward earnings.
D-Wave stock surges 1,600%, but split unlikely for now
D-Wave Quantum's stock has climbed over 1,600% in the past year, now trading near $18 with a $6B market cap. Despite the run, a stock split is unlikely as the price remains accessible, liquidity is strong, and prior NYSE compliance concerns have faded.
Markets eye Fed rate cut as S&P nears new highs
Investors expect a Fed rate cut this week amid weak jobs data and sticky inflation. The S&P 500 and Nasdaq posted strong weekly gains, driven by AI optimism and easing Treasury yields. FedEx earnings and Powell's rate guidance will shape sentiment going forward.
🪙 Crypto
Ethereum rally fueled by $8B treasury and supply squeeze
Ethereum rose 13% in two weeks, hitting $4,640 as exchange reserves fell to 18.8M ETH, the lowest since 2016. Over 36M ETH is now staked. Institutional accumulation, low liquidity, and strong technicals suggest bulls may push toward the $5,000–$5,135 range.
🌎 Global Economy
Trump’s UK visit spotlights tighter global monetary policy window
Donald Trump’s upcoming UK state visit comes as central banks globally face pressure to adjust rate expectations. US inflation upticks have dampened hopes of imminent Fed cuts. In contrast, the Bank of England may pause cuts amid Britain’s slowing growth and persistent inflation.
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Created a former Zillow exec who sold his first venture for $120M, Pacaso brings co-ownership to the $1.3T vacation home industry.
They’ve generated $1B+ worth of luxury home transactions across 2,000+ owners. That’s good for more than $110M in gross profit since inception, including 41% YoY growth last year alone.
And you can join them today for just $2.90/share. But don’t wait too long. Invest in Pacaso before the opportunity ends September 18.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.