Oracle's stellar earnings ignite Wall Street as inflation cools

2 minutes read

13 June 2025

Oracle's stellar earnings ignite Wall Street as inflation cools

The closing bell on Thursday echoed with optimism across Wall Street. Oracle’s blockbuster earnings, a gentle inflation print, and hopes of a Federal Reserve rate cut all converged to lift US stocks. But beneath the surface, traders kept one eye on global headlines and the other on the next data drop. The story of the day was not just about numbers—it was about confidence, nerves, and the power of a single earnings report to move markets.

Oracle’s surprise: How one company set the tone

It started with Oracle. The tech behemoth stunned investors with a 13% surge after reporting robust quarterly results and projecting more than 70% growth in cloud infrastructure revenue for 2026. This wasn’t just a win for Oracle; it was a shot in the arm for the entire tech sector. Nvidia, Broadcom, and Cisco all followed suit, pushing the Nasdaq and S&P 500 higher.

“Oracle’s results were a reminder that the AI and cloud story is very much alive,” said Michael Hewson, Chief Market Analyst at CMC Markets. “When a heavyweight like Oracle beats expectations, it lifts sentiment across tech and beyond.”

The S&P 500 closed at 6,045.26, up 0.38%, and the Nasdaq Composite finished at 19,662.48, up 0.24%. Even the Dow Jones, often seen as a barometer for blue-chip confidence, added 101 points. The market’s mood was buoyant, but not euphoric. Traders know that one strong session doesn’t erase months of uncertainty. Oracle stock price rise from June 8-13, 2025.

Inflation cools, but caution lingers

The real fuel for Thursday’s rally came from the latest inflation data. The May producer price index rose just 0.1% month-on-month, a sign that price pressures are easing. Earlier in the week, consumer inflation also came in softer than expected. For investors, this was a green light—perhaps the Federal Reserve could finally consider cutting rates.

“Inflation is moving in the right direction, but the market is still walking a tightrope,” said Ananya Chaudhuri, Senior Research Analyst at NDTV Profit. “We’re seeing relief, but there’s still plenty of caution about what comes next.”

Yet, as US stocks climbed, futures slipped after-hours. Tensions in the Middle East, highlighted by Israel’s declaration of a special state of emergency, reminded investors that global risks can surface at any moment. The US dollar hit a three-year low, reflecting both the possibility of rate cuts and the uncertainty swirling around trade and geopolitics.

Morningstar’s June outlook summed it up: “The market is calm for now, but heightened volatility is expected in the coming quarters. Be wary of the recent complacency; there’s turbulent water ahead before the skies clear”.

The day’s trading offered a masterclass in how quickly sentiment can shift. Oracle’s earnings powered a rally, but inflation and geopolitics kept the mood grounded. As the week closes, investors are left weighing optimism against caution—watching every headline, every data point, and every earnings call for the next piece of the puzzle.

Disclaimer: The views and recommendations expressed above are those of individual analysts or brokerage companies, and not those of Winvesta. We advise investors to check with certified experts before making any investment decisions.