Key Market Events We are Watching

Markets in the U.S. today are focused on key earnings and important stocks, as investors closely watch corporate results and inflation data.

Oracle continues to impress
Oracle shares rose by about 1% after market close last night following a record surge. With a 36% gain in a single day, the company reached an all-time high. Since the beginning of the year, Oracle’s stock has doubled and is the fifth-best-performing stock in the S&P 500 for 2025, behind Seagate, Palantir, Western Digital, and Newmont. In June, Jim Cramer included the company in his “second-half” strategy, and since then the stock has climbed 135%.

Inflation in the U.S.
Today at 3:30 PM Bulgarian time, the Consumer Price Index (CPI) data will be released. Some analysts forecast a 0.3% monthly increase and 2.9% annual rise. So far, short-term bond yields have shown a moderate decline over the past three months – the 2-year yield is at 3.54%, the 1-year at 3.67%, and the 3-month at 4.04%.

Other important reports

• Kroger released its quarterly results this morning. The stock is up over 2% since the last report and is about 10% below its 52-week high.
• Adobe reports earnings after the market closes. The stock is down nearly 16% since the last report and is 40% below its 52-week high.

Crypto companies in the spotlight
CNBC is covering the public listing of the Winklevoss’ Gemini crypto exchange, with the first trading scheduled for tomorrow on Nasdaq. Shares of leading crypto companies are showing strong performance: Riot Platforms +60% year-to-date, Galaxy Digital +50%, Coinbase +27%, Strategy +13%, Cleanspark +9%, and Bitcoin and Ether have risen by over 21% and 30%, respectively, since the beginning of the year.

Overview
Today is shaping up to be a key day for investors, with mixed signals from corporate earnings and macroeconomic data. Oracle and crypto companies remain central to the spotlight, while CPI data impacts the bond market and short-term investments.