Oracle Without a Plan B: A High-Stakes Gamble on Computing Power to Challenge AWSOracle (Trans): 2027 capex exceeds 90bn, with one-quarter covered by prepaymentsORCL plunge? AI infra can't offset a core flaw — high interest costs, heavy debt + a sluggish software biz.ETF fluctuations | Gold ETF declines again as U.S. May CPI rises above 4%, institutions indicate that the market's pricing for Federal Reserve rate cuts has essentially returned to zeroWall Street Debates 'Tokenomics': Are AI Bills Spiraling Out of Control?Canada plans to introduce a "Youth Social Media Ban," posing a risk of a complete shutdown for Meta and XUnderstanding the Market | Gold stocks continue to be under pressure, high US CPI means inflationary pressures are still hard to ignore, and the geopolitical situation in the Middle East continues to deteriorateMicrosoft prioritizes capital towards AI computing as the new CEO of Xbox initiates a restructuring of the "Microsoft gaming empire."Report: As NVIDIA Rubin Ramps Up, Cloud Giants Have Booked All Long-Term Contracts for 2027, Memory Shortage to Extend into 2028SG Morning Brief | Dow Plunges 953 Points on CPI Three-Year High and Resumed Iran StrikesStrikingly Similar! Another "Data Center Halt" News Sparks a New Round of Adjustments in US AI Stocks?However You View SpaceX's Valuation, Fund Managers May Be "Forced to Buy"Apollo President Apologizes to Lawyers, Auditors, and Consultants in Attendance: You Will Face Significant Pressure from AIChanos Questions SpaceX Valuation: $19 Billion in Revenue, Nearly $2 Trillion Valuation—This Is a 'PS Ratio of Dreams'!甲骨文电话会：RPO 狂飙 363% 创纪录，资本开支指引超预期，CEO 直言 “我的工作就是想办法更快地花钱”Breakfast | June 11, 2026Economic Daily: China's May Price "Scissors Gap" Widens; Experts Say There Is Room to Strengthen Consumption-Boosting Policies早餐 | 科技股抛售持续打压美股，超微电脑大跌 28%Morgan Stanley: U.S. stock market liquidity is unafraid of the "indigestion" from the super IPO wave, the 60/40 rule is exiting the historical stageReminder: Key Focus for Intraday Trading (All Times in Beijing Time)Overnight U.S. Stocks | U.S. May CPI Returns to "4" Range, Hits Three-Year High, Three Major Indices Plunge, Spot Gold Falls Below $4,100Earnings Call: Oracle Forecasts $70 Billion in Net Capital Expenditures for Fiscal Year 2027On June 11th, the top 20 trading volumes in the US stock market: Super Micro Computer plans to conduct a $7 billion equity financing, and its stock price plummeted by about 30%Oracle's Q4 Adjusted Revenue Hits $19.18 Billion, Beating Expectations of $19.09 Billion. Q4 Software Revenue at $6.82 Billion vs. $6.88 Billion Expected; Software License Revenue at $1.88 Billion vs. $1.93 Billion Expected; Software Support Revenue at $4.94 Billion vs. $4.98 Billion Expected. Q4 Cloud Infrastructure Revenue at $5.79 Billion vs. $5.72 Billion ExpectedSharp Post-Earnings Drop! Oracle Cloud Revenue Beats Expectations, Raises FY2027 Earnings Guidance; $20 Billion Refinancing Sparks Concerns | Earnings WatchGoogle Launches DiffusionGemma: Text Generation Speed Quadrupled, Targeting Local Real-Time Application ScenariosUSD Largely Flat on US CPI Inflation Data Release DayKey Takeaways from the US May CPI ReportBank of America Data: US Stocks Face Largest Sell-Off Wave, Record Outflows from Tech SectorUS CPI Hits Three-Year High, Wall Street Unfazed; Fed Whisperer: Report Solves NothingSpaceX IPO Snapped Up by Middle Eastern Capital: Saudi, Qatari, and Kuwaiti Sovereign Funds Splash Out BillionsUS Core Inflation Slightly Below Expectations Fails to Shift Market View; Bond Traders Stick to Bets on Rate Hikes This Year$3.6 Trillion US Tech IPO Wave Hits: Can European Tech Companies Capture the "Liquidity Spillover"?Humanoid robot companies receive up to $14 billion in funding from institutions such as NVIDIA and AmazonIran Responds Firmly to Trump's Threats, US Stocks Under Pressure: Nasdaq Falls 1.3%, Energy Sector Rises Against the TrendAmazon signs a $17.5 billion loan agreement with banks including Citigroup to reserve funds for AI infrastructure expansionAmazon expands its freight business, triggering a collective sell-off of freight stocksGoldman Sachs Partner Warns: AI Ecosystem Cycle Risks "Hard to Ignore"The "Tension" of the Dual K-Shaped Economy: Silicon-Based "Engulfing" Carbon-BasedUS CPI Data Meets Expectations, Major US Stock Indices Open LowerAmazon fully launches less-than-truckload freight service, US stock LTL sector plummetsGlobal Headlines You Need to Know Before Wednesday's US Stock Market OpenPreview of Key Points for the Bank of Canada's Interest Rate DecisionMeta invests $115 million to train blue-collar workers and supply talent for AI data center constructionHBM leader accelerates entry into the US stock market: SK Hynix is expected to list as early as August, can it break through the "Korean discount"?