Morning Call Worldwide Exchange 12/11/25
Dec 11, 2025
Markets react to the Fed's 25 basis point cut while Oracle's disappointing earnings trigger a tech selloff. Experts discuss the implications of Oracle’s $523 billion backlog and financing concerns, alongside the tech sector's weak performance. The U.S. seizure of a Venezuelan tanker sends oil markets into a spin, and Australia's social media restrictions could reshape youth behavior. Overall, there's a mix of optimism and caution as investors eye upcoming earnings and economic data.
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Chip Neutrality Could Broaden AI Supply
- Larry Ellison's 'chip neutrality' remark signals a shift toward multi-vendor GPU strategies, which could broaden the AI supply chain.
- That diversification may help the ecosystem, even if it pressures NVIDIA's dominance.
Rent Reporting Unlocks Home Buying
- Asusu (rental fintech) raised $50M to scale rent-reporting, targeting 110M U.S. renters and a $1.4T annual rent flow.
- The product helped unlock over $30B in mortgages by reporting rent to credit bureaus.
Old Records Meet New Surges
- Cisco briefly reclaimed its split-adjusted 2000 record before easing, highlighting tech's long-term resurgence.
- Carvana's surge ahead of S&P inclusion added $33 billion in valuation in 12 sessions.