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Market Data Table
Breakfast News: ORCL Flies on Cloud Demand
September 10, 2025
Tuesday's Markets
S&P 500
6,513 (+0.27%)
Nasdaq
21,879 (+0.37%)
Dow
45,711 (+0.43%)
Bitcoin
111,145 (-0.79%)
A chart showing that Oracle's stock has risen 353 percent over the past five years.

1) Oracle Cloud Bookings Explode

Oracle (NYSE:ORCL) surged 30% overnight to hit an all-time record after the company said it expects booked revenue at its cloud business to exceed half a trillion dollars. Four multibillion-dollar contracts pushed remaining performance obligations -- booked revenue not yet recognized -- up 359% to $455 billion during the first quarter, as CEO Safra Catz added, "We expect to sign-up several additional multi-billion-dollar customers."

  • "We're all kind of in shock, in a very good way": Deutsche Bank's (NYSE:DB) Brad Zelnick echoed analyst reactions, as Oracle predicted artificial intelligence (AI)-fueled cloud revenue would rise to $144 billion by 2030, from $18 billion expected in the 2026 fiscal year.
  • "Dramatically increasing cloud demand and consumption over the next several years": Chairman and Chief Technology Officer Larry Ellison underlined Oracle's driving force, as investors overlooked the company's narrow top- and bottom-line misses this quarter.
2) Stagflation Fears Grow

Stagflation -- stagnating economic growth with high inflation and unemployment -- looms after Tuesday's Bureau of Labor Statistics revision showed 911,000 fewer jobs than previously thought were added to the economy in the 12 months through March 2025.

  • "Whether it's on the way to recession or just weakening, I don't know": JPMorgan (NYSE:JPM) CEO Jamie Dimon said it confirms that the economy is slowing, as fears grow of the 2025 bull market coming to a halt.
  • Balancing act: Eyes are now on the Federal Reserve's response to today's producer price index update, followed by a consumer price index print tomorrow, which could be crucial.
3) Big Movers From Tuesday's After-Hours Earnings

Synopsys (NASDAQ:SNPS) slumped 20% after hours, as Chinese export restrictions impacted Q3 results. The electronic design software specialist missed Wall Street expectations for both revenue and earnings, even with revenue rising 14% year over year to $1.74 billion. The company lowered its full-year non-GAAP (generally accepted accounting principles) earnings guidance to $12.76 to $12.80 per share, well below analyst estimates of $15.

  • Superscore of 66 in our Moneyball database: Data security company Rubrik (NYSE:RBRK) dipped 3.5% after market close, wiping out the day's earlier gains, even with Q2 revenue and earnings better than expected.
  • 3,200 worldwide video game stores: GameStop (NYSE:GME) posted comfortable Q2 revenue and earnings beats, with revenue growing 22% year over year to $972.2 million, though the company declined to offer forward guidance. The stock popped 7% after hours.
4) OpenAI Revenue Set to Soar

OpenAI, which is partnering with Microsoft (NASDAQ:MSFT) and Oracle to expand Microsoft's Azure AI to the Oracle cloud, expects revenue to more than triple in the current year. Speaking at the Goldman Sachs (NYSE:GS) Communacopia conference on Tuesday, CFO Sarah Friar predicted "$13 billion in revenue from about $4 billion last year."

  • "It is a wild pace that we're on. You're defining a whole new era of AI": Friar's optimistic comments come after CEO Sam Altman previously admitted the company "screwed up" the rollout of ChatGPT 5 following unenthusiastic reviews.
  • No initial public offering timetable for OpenAI yet: According to The New York Times, OpenAI is in talks to sell $6 billion of employee shares. That could boost its valuation to $500 billion, up from a $300 billion estimate in March.
5) Your Take

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