What are today's top business/market headlines?
Here's a roundup of today's top business and market headlines (as of Friday, September 11 into Friday, September 12, 2026):
Markets rally to close a rocky week
Wall Street ended the week on an upbeat note. The Dow rose 0.9% while tech-heavy Nasdaq Composite also rose 0.9%, and the S&P 500 rose 0.8%, though the major indexes posted weekly declines after a four-day losing streak. The gains were broad-based, with all 11 S&P 500 sectors in the green, led by tech, and all of the "Magnificent Seven" members trading positively.
Inflation data cements Fed hike bets
Friday's rally came despite hot inflation news. Investors digested Consumer Price Index data showing inflation remained sticky, cementing bets that the Federal Reserve will hike interest rates next week. Overall prices rose 0.4% month-over-month and 3.4% year-over-year, in line with expectations and slightly hotter than July's reading. Market watchers now widely expect a move at the upcoming meeting — the FOMC meeting is scheduled for September 16, and had hinged on the September 11 CPI report.
Oracle surges on blockbuster AI/cloud earnings
The biggest corporate story was Oracle's results, released Thursday after the close. Oracle reported revenue of $19.35 billion, up nearly 30% from the year-ago period, while adjusted earnings rose 30% to $1.92 per share. Cloud revenue rose 62% from a year earlier to $11.61 billion, driven by a 121% jump in cloud infrastructure revenue, and Oracle brought 850 megawatts of additional data center capacity online during the quarter. Remaining performance obligations reached $664 billion, up $209 billion year-over-year. However, growth came at a cost: even with Friday's rally, Oracle is down about 20% this year on concern about its hefty debt load, which now stands at $125 billion as it funds an expansive AI data center buildout.
Other notable movers and stories
Markets now turn their attention to next week's FOMC decision on September 16, which is widely expected to be the dominant story shaping trading into mid-September.
Citations (15)
- Stock market today: Dow, S&P 500, Nasdaq end losing week on a high note as Fed rate-hike bets jump
Source excerpt: “The Dow Industrial Average (^DJI) and tech-heavy Nasdaq Composite (^IXIC) rose 0.9% while the S&P 500 ( ^GSPC) rose 0.8%. The major indexes posted...”
statistic, article. Claim: Dow and Nasdaq rose 0.9% and S&P 500 rose 0.8%, though indexes posted weekly declines.
- Stock market today: Dow, S&P 500, Nasdaq end losing week on a high note as Fed rate-hike bets jump
Source excerpt: “All 11 S&P 500 sectors were in the green, led by tech (XLK), as the AlphaSpace heatmap below shows. All of the "Magnificent Seven" members — Apple (AA...”
evidence, article. Claim: All 11 S&P 500 sectors were in the green, led by tech, and all Magnificent Seven stocks traded positively.
- Stock market today: Dow, S&P 500, Nasdaq end losing week on a high note as Fed rate-hike bets jump
Source excerpt: “US stocks rose on Friday as investors digested the Consumer Price Index data, which showed inflation remained sticky and cemented bets that the Federa...”
evidence, article. Claim: Stocks rose as sticky CPI data cemented bets the Fed will hike rates.
- Stock market today: Dow, S&P 500, Nasdaq end losing week on a high note as Fed rate-hike bets jump
Source excerpt: “Overall prices rose 0.4% on a monthly basis and 3.4% on an annual basis, which were in line with economists' expectations and slightly hotter than Jul...”
statistic, article. Claim: CPI rose 0.4% monthly and 3.4% annually, in line with expectations and slightly hotter than July.
- Fed Rate Decision: Why Inflation Still Calls The Shots
Source excerpt: “The FOMC meeting September 2026, scheduled for 16 September, still hinges on the 11 September CPI report before the outcome for US inflation becomes c...”
background, article. Claim: The FOMC meeting is scheduled for September 16 and hinged on the September 11 CPI report.
- Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying
Source excerpt: “In its fiscal first-quarter release, Oracle reported revenue of $19.35 billion , up nearly 30% from the year-ago period, while adjusted earnings rose ...”
statistic, article. Claim: Oracle reported revenue of $19.35 billion, up nearly 30%, with adjusted earnings up 30% to $1.92 per share.
- Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying
Source excerpt: “Cloud revenue rose 62% from a year earlier to $11.61 billion, driven by a 121% jump in cloud infrastructure revenue. Oracle brought 850 megawatts of a...”
statistic, article. Claim: Oracle cloud revenue rose 62% to $11.61 billion, cloud infrastructure up 121%, with 850 megawatts of capacity added.
- Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying
Source excerpt: “Remaining performance obligations reached $664 billion, up $209 billion year-over-year.”
statistic, article. Claim: Oracle remaining performance obligations reached $664 billion, up $209 billion year-over-year.
- Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion
Source excerpt: “Even with Friday's rally, Oracle is down about 20% this year on concern about the hefty amount of debt t Oracle delivered an additional 850 megawatts...”
evidence, article. Claim: Oracle is down about 20% this year on concern about its hefty debt load despite Friday's rally.
- Oracle posts 30% revenue growth fueled by AI cloud demand as debts hits $125 billion
Source excerpt: “Alongside selling its flagship database software, Oracle now has $125 billion in debt as it funds an expansive buildout of data centers for AI workloa...”
statistic, article. Claim: Oracle has $125 billion in debt as it funds an expansive AI data center buildout.
- Stock market news for Aug. 12, 2026
Source excerpt: “Super Micro Computer — The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter e...”
statistic, article. Claim: Super Micro Computer rallied more than 7.5% after issuing rosy guidance, topping consensus estimates.
- Stock market news for Aug. 12, 2026
Source excerpt: “... South Korean chip stocks rallied sharply Wednesday, helping lift the benchmark Kospi as investors returned to some of the market's biggest se...”
evidence, article. Claim: South Korean chip stocks rallied sharply, lifting the Kospi, led by Samsung, SK Hynix, LG Innotek and Samsung SDI.
- Stock Market Today: Dow, S&P Live Updates for September 11 - Bloomberg
Source excerpt: “A retreat in long-term Treasury yields from the highest in almost two decades helped sentiment — underscoring bets the central bank will act to curb i...”
evidence, article. Claim: A retreat in long-term Treasury yields from near two-decade highs helped sentiment.
- Top Stocks for 2026
Source excerpt: “J&J Tecvayli/Darzalex combo granted FDA national priority voucher JNJ +1.21%Today, 11:37 AM Texas Stock Exchange boosts capital raise to $270M as Gold...”
evidence, other. Claim: J&J's Tecvayli/Darzalex combo was granted an FDA national priority voucher.
- Top Stocks for 2026
Source excerpt: “or By creating an account using any of the options above, you agree to the Terms of Use & Privacy Policy Breaking Stock Market News - All News - AI Te...”
further reading, other. Claim: Other dealmaking news, such as HoldCo pushing Comerica shareholders against the Fifth Third merger.