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11th September –Oracle drives market higher on rapid expansion of AI Datacentres
In this morning's edition of MPC Markets Morning Call, Mark discusses the significant rise in Oracle's stock due to its impressive earnings report and the broader implications for the AI data center market. He also examines the current economic indicators, including the worst revision of annual payrolls in history, and the potential for rate cuts in the US. The conversation shifts to the political climate, particularlyregarding Trump's influence on economic strategies, and concludes with insights on market predictions and sector performance, particularly in commodities like gold and iron ore.
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