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8th October 2025 – Stocks fall as investors question Oracle’s margins on Nvidia Chips
MPC Morning Call – October 8, 2025
Stocks fell sharply overnight as internal Oracle memos raised doubts about the profitability of its cloud business and margins on renting Nvidia chips, sending Oracle shares down over 5% and dragging the tech sector lower. Alphabet and Meta both dipped more than 1%.
Dell bucked the trend, raising long-term forecasts for revenue and earnings on strong AI and data center prospects, lifting its shares more than 4%.
US federal government shutdown entered a second week, delaying key economic data releases and complicating the Fed’s interest rate outlook…
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