3 Things That Will Move the Markets Today – 09/11/2025
Oracle surges toward $1T value, IMF warns of inflation from tariffs, global oil supply surplus looms.
9/11/20251 min read
1. Oracle Nears $1 Trillion Amid AI Cloud Boom
Oracle shares soared nearly 36% today after securing large contracts in its AI cloud business, including a massive deal with OpenAI. The surge pushed its valuation just shy of $1 trillion, outperforming many traditional tech giants. Investor optimism around AI infrastructure growth and cloud demand helped lift the entire tech sector. AI-focused companies across semiconductors and cloud services, such as Nvidia and Broadcom, also got a boost from Oracle’s momentum.
2. IMF Flags Inflation Risks From Tariffs and Softening Economy
The International Monetary Fund issued a statement warning that the U.S. economy is showing signs of strain. While inflation trends have been heading toward the Fed’s target, rising tariffs are contributing to cost pressures that may delay a clean return to stable prices. At the same time, job growth has softened, and domestic demand is moderating — factors that could force policymakers to remain cautious about rate cuts. Market observers are now watching upcoming inflation and consumer data for clearer signals.
3. Oil Supply Set to Outpace Demand, IEA Says
The International Energy Agency warns that global oil supply may grow faster than demand in the coming year, especially due to increased production from OPEC+ and non-OPEC producers like the U.S., Canada, and Brazil. Projections suggest a surplus of supply by late 2025 if excess production is not curtailed. While geopolitical risks remain — particularly in regions like the Middle East — the growing inventory could put downward pressure on prices, complicating things for oil exporters.
🐝Quick Take (Buzz Summary)
Oracle races upward with AI deals, IMF sounds alarm over inflation from tariff risks, and oil supply surplus looms large—watch supply-demand balance.