{"id":52910,"date":"2025-09-09T17:38:32","date_gmt":"2025-09-09T21:38:32","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/oracles-bullish-outlook-treasurys-fed-critique-and-escalating-geopolitical-tensions-dominate-financial-news\/52910\/"},"modified":"2025-09-09T17:38:32","modified_gmt":"2025-09-09T21:38:32","slug":"oracles-bullish-outlook-treasurys-fed-critique-and-escalating-geopolitical-tensions-dominate-financial-news","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/oracles-bullish-outlook-treasurys-fed-critique-and-escalating-geopolitical-tensions-dominate-financial-news\/52910\/","title":{"rendered":"Oracle&#8217;s Bullish Outlook, Treasury&#8217;s Fed Critique, and Escalating Geopolitical Tensions Dominate Financial News"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) projects robust financial performance, with FY26 capital expenditures estimated at $35 billion and anticipated Q2 cloud revenue growth of 32\u201336% in constant currency.<\/strong><\/li>\n<li><strong>Treasury Secretary Scott Bessent called for a significant policy shift from the Federal Reserve, arguing that revised US jobs data indicates weaker hiring and that the Fed&#39;s high rates are &quot;choking off growth.&quot;<\/strong><\/li>\n<li><strong>Former President Donald Trump urged the European Union to impose up to 100% tariffs on China and India as a measure to pressure Russia to end the Ukraine conflict, potentially escalating global trade tensions.<\/strong><\/li>\n<li><strong>US API crude oil stocks unexpectedly increased by 1.25 million barrels, surpassing the previous week&#39;s rise and signaling a potential weakening in demand.<\/strong><\/li>\n<li><strong>A bipartisan delegation of US lawmakers is scheduled to visit China this month, marking the first such official visit by House members since 2019 and indicating ongoing diplomatic engagement.<\/strong><\/li>\n<\/ul>\n<p>Oracle (<a href=\"\/stock\/ORCL\">ORCL<\/a>) is anticipating strong financial results, with an executive projecting <strong>FY26 capital expenditures<\/strong> to reach approximately <strong>$35 billion<\/strong>. The tech giant also expects its <strong>Q2 revenue growth<\/strong> to be between <strong>12\u201314%<\/strong>, with <strong>cloud revenue growth<\/strong> specifically forecast at <strong>32\u201336%<\/strong> in constant currency. These projections highlight Oracle&#39;s continued investment in its cloud infrastructure and its optimistic outlook for the coming fiscal periods.<\/p>\n<p>In a significant development for monetary policy, Treasury Secretary Scott Bessent has called on the <strong>Federal Reserve<\/strong> to re-evaluate its policy stance. Bessent&#39;s remarks follow a government agency&#39;s revision of <strong>US jobs data<\/strong>, which indicated weaker hiring trends than previously reported. He asserted that the Fed&#39;s current high interest rates are &quot;choking off growth,&quot; suggesting a need for policy adjustments to better support economic expansion.<\/p>\n<p>Geopolitical tensions are also making headlines, with former President Donald Trump urging the <strong>European Union<\/strong> to implement substantial tariffs. Trump called for duties of <strong>up to 100%<\/strong> on imports from <strong>China<\/strong> and <strong>India<\/strong>, with the stated aim of pressuring <strong>Russia<\/strong> to end the ongoing <strong>Ukraine conflict<\/strong>. This demand, made during a U.S.-EU meeting in Washington, could significantly strain international trade relations and broaden the economic scope of the conflict.<\/p>\n<p>Meanwhile, the energy market is reacting to new inventory data as <strong>US API crude oil stocks<\/strong> saw an unexpected increase. Inventories rose by <strong>1.25 million barrels<\/strong>, exceeding the previous week&#39;s increase of <strong>0.662 million barrels<\/strong>. <em>This build in crude stocks, without corresponding forecast data, often signals a potential softening in demand or an oversupply in the market<\/em>, which could influence future oil prices.<\/p>\n<p>Finally, diplomatic efforts between the <strong>United States<\/strong> and <strong>China<\/strong> are set to continue with a planned visit by <strong>US lawmakers<\/strong> to China this month. Reported by <strong>NBC News<\/strong>, this will be the first official trip by a bipartisan group of House of Representatives members since <strong>2019<\/strong>. The visit underscores ongoing engagement between the two global powers amidst complex economic and political landscapes.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Oracle (ORCL) projects robust financial performance, with FY26 capital expenditures estimated at $35 billion and anticipated Q2 cloud [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[5012],"tags":[5042,338,5196,1178,5310,1327,5691,3710,6287,4086,7115,4179,4335,4461,4824],"class_list":["post-52910","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-breaking-news","tag-ukraine","tag-orcl","tag-russia","tag-api","tag-us-economy","tag-china","tag-us-china-relations","tag-federal-reserve","tag-scott-bessent","tag-india","tag-oracle","tag-tariffs","tag-donald-trump","tag-crude-oil","tag-geopolitics"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/52910","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=52910"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/52910\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50383"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=52910"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=52910"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=52910"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}