S&P 500 Rises later than PPI Data Release, Oracle Shares Surge

On September 10, 2025, the reached new highs later than the August Producer Price Index (PPI) decreased 0.1% month-over-month instead of the projected 0.3% rise. This inflation figure, which was lower than predicted, made many more hopeful that the Federal Reserve would lower interest rates at the meeting on September 16-17. 

The Composite also rose 0.5%, establishing a new high. The Dow Jones Industrial Average, on the other hand, fell 0.3% since it had less tech exposure. The market’s positive response shows that people are becoming more sure that inflationary pressures are receding. This might give the Fed more space to decrease interest rates.

Oracle’s Amazing Performance

impressive 40% stock rise, the most significant one-day increase since 1992, was a large reason why the market kept going up. The IT giant said it still had a shocking $455 billion in performance obligations, a 359% increase over the previous year, thanks to four multibillion-dollar AI cloud partnerships. 

Oracle’s Q1 results fell short of expectations, but it predicted that sales would climb by 14% to 16% in Q2 and that cloud infrastructure revenue would exceed $18 billion this year. The corporation reportedly wants to spend $35 billion to expand its data centers to accommodate the growing demand for . Oracle’s excellent performance assisted other AI stocks, with Nvidia up 3.4%, Advanced Micro Devices up 3.2%, and Broadcom up more than 6%.

How This Affects The Monetary Policy

The unexpected drop in the , along with a lower-than-expected July number, has made people more sure that the rate will go down by at least 25 basis points. Some traders are even talking about a 50-basis-point drop. The report coming out on September 11, 2025, will give us more information about how inflation is changing. 

If the CPI data fits with the cooling trend, it might make the case for a stronger Fed response stronger, which could lead to a largeger market surge. Investors are also keeping an eye on labor market data, which recently showed that the economy is sluggishing down, making it more likely that interest rates will go down.

Market and Crypto Market in General

The S&P 500’s rise happened at the identical time as a rise in risky assets, such as BTC, which went over $114,000. This coordinated movement shows that investors are once again interested in assets with a lot of risk and a lot of reward. The financial picture is constantly changing because of the interaction between falling inflation, strong corporate earnings, and AI-driven growth. Investors are waiting for the CPI report and the decision.