Kevin Warsh & Oracle Corporation

Kevin Warsh: New Fed chair; first minutes due; expected to keep rates steady.

Oracle Corporation: Fell up to 11.7% after announcing plans to raise $40B for AI investments.

Kevin Warsh: Kevin Warsh, the new Chair of the United States — Federal Reserve, is known for his hawkish stance on interest rates and has emphasized the threat of elevated inflation, which is a direct consequence of the Iran war.

Oracle Corporation: Oracle Corporation is scheduled to report results this week amid global market uncertainty.

Kevin Warsh: Kevin Warsh, who replaced Jerome Powell as chair of the United States — Federal Reserve, was required to divest from a fund with exposure to SpaceX to meet ethics requirements, highlighting the strict ethical standards for some high-level government positions.

Oracle Corporation: Oracle Corporation's quarterly earnings report will test the strength of the tech trade, with its shares up over 9% this year.

Kevin Warsh: Fed Chair whose upcoming Jackson Hole speech is highly anticipated. His lack of forward guidance has contributed to market uncertainty.

Oracle Corporation: Oracle shares slipped more than 1% amid AI-related sell-offs.

Kevin Warsh: Kevin Warsh, United States — Federal Reserve Chair, emphasized the central bank's desire for price stability, making Thursday's PCE data more important.

Oracle Corporation: Oracle Corporation slumped, contributing to the overall decline in the technology sector.

Kevin Warsh: Under new United States — Federal Reserve Chair Kevin Warsh, hawkish rate repricing contributed to investor concerns about debt-funded AI capital expenditure.

Oracle Corporation: Oracle is a customer for Nvidia's next-generation Vera Rubin AI chips.