Oracle's Cloud Margins and Stock Performance - To The Moon

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- MaverickWealthBuilderMaverickWealthBuilder
  ·10-17
  Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?
  Big-Tech’s PerformanceMacro Headlines This Week:Regional banks lighting up the risk fuse again? Earnings from mid-tier players like $Zions(ZION)$ showed credit quality tanking, with bad debt rates spiking over 3%, sparking fresh panic about the whole regional banking sector. It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. Markets freaked: $Cboe Volatility Index(VIX)$ surged, gold
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  Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?
- MaverickWealthBuilderMaverickWealthBuilder
  ·10-17
  Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?
  Big-Tech’s PerformanceMacro Headlines This Week:Regional banks lighting up the risk fuse again? Earnings from mid-tier players like $Zions(ZION)$ showed credit quality tanking, with bad debt rates spiking over 3%, sparking fresh panic about the whole regional banking sector. It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. Markets freaked: $Cboe Volatility Index(VIX)$ surged, gold
  17.80K 4
  36
  Share
  Report
  Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?

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It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. 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