|
The Daily Briefing · Monday, September 14, 2026
|
Oracle Q1 FY2027: Cloud Infrastructure Revenue Doubles
Oracle (ORCL) cloud infrastructure revenue reached $4.4B in Q1 FY2027, more than doubling from the year, earlier period.
|
|
Also today
|
SoftBank 13% Crash Triggers Asian AI Stocks Rout
SoftBank (9984.T) fell 13% in Tokyo, its steepest single, day drop since July, after OpenAI CEO Sam Altman declared a 2026 listing "ill, advised" and called for slower AI development.
|
Houthis Take Mokha, Flanking Saudi Oil at Two Chokepoints
Houthis seized Mokha port Sept. 10 and Perim Island Sept. 12, gaining control of Bab el, Mandeb's two shipping lanes.
|
Goldman: AI Safety Pivot Risks 20% Stock Correction
Goldman's research finds a reversion of AI growth estimates to 2023 levels implies 15, 20% downside to S&P 500 valuations.
|
Saudi Arabia East, West Pipeline Shut by Iraqi Drones
Drones launched from Iraqi territory disabled multiple pump stations on the 1,200, km East, West pipeline, forcing an emergency shutdown
|
|
|
More headlines
|
|
OpenAI Drops 2026 IPO as Anthropic Eyes $2T Debut
Sam Altman called a 2026 OpenAI IPO "ill, advised," citing AI safety concerns, pushing any listing to 2027 at the earliest.
|
|
10, Year Treasury Yield Nears 5% on PPI, Iran War
The 10, year US Treasury yield rose 19 basis points this week to 4.97%, its highest level since October 2023.
|
|
AI Stocks Slide as Top CEOs Call for Pause
The CEOs of OpenAI, xAI, and Anthropic issued a joint statement urging a voluntary moratorium on frontier AI training above a specified compute threshold.
|
|
Qualcomm Lands $10B Amazon AI Chip Deal
Qualcomm will supply custom AI data center chips to AWS under a landmark $10 billion supply agreement.
|
|
Strait of Hormuz Threat Pushes Oil Toward $80
Brent crude nears $77/barrel; $80 is the threshold at which Persian Gulf tensions would trigger a global energy and inflation shock.
|
|
Oil Tops $100 as U.S., Iran Military Strikes Escalate
Brent crude surged past $100/barrel after the U.S. and Iran exchanged direct military strikes, marking the first confirmed engagement between the two governments in the current cycle of hostilities.
|
|
SpaceX Nasdaq 100 Rebalance to Trigger $15.5B Forced Buy
SpaceX (SPCX) weighting is projected to rise from roughly 1.28% to 2.82% in the Nasdaq 100, per Nasdaq's Global Index Watch data released Friday.
|
|
|
Market briefs
|
|
|
|
From the startup desk
|
|
|
|
Video of the day
|
Demystifying Dairy Futures: The Cheese Lock
|
|
The Daily Briefing from Pomegra. Market news, educational content only. Nothing here is investment advice.
|
|