CORNYVERSE

Author: Cornyverse Last updated: September 26, 2025 | Reading time: 7 minutes 📑 Quick Navigation 1. August PCE Inflation Meets Expectations 2. Key Data Deep Dive: What the Numbers Mean 3. Strong Spending: A Sign of a Soft Landing? 4. The Fed's Next Move: What to Expect 5. Takeaways for Global Investors In September 2025, investors worldwide turned their attention to the U.S. August Personal Consumption Expenditures (PCE) price index. As the Federal Reserve's preferred measure of inflation, this report is a critical clue for the future direction of interest rate policy. The headline takeaway? Inflation is behaving as expected, but consumer spending is stronger than anticipated. This mixed signal complicates the Fed's calculus and sends a nuanced message to the markets. In this post, we'll break down the details of the August PCE report and analyze what it means for global investors, especially those monitoring ...

South Korea's benchmark stock index, the KOSPI, has just made history.  For the first time ever, it has broken through the 3,400-point mark, signaling a new chapter for the Korean market.  This historic rally is capturing the attention of investors worldwide, who are now asking what's driving this surge and whether it can last.    Key Takeaways Record-Breaking Rally: The KOSPI surpassed 3,400 for the first time, marking its fourth consecutive day of all-time highs, largely driven by strong buying from foreign investors. Semiconductor-Led Surge: A boom in demand for AI chips has propelled semiconductor giants like Samsung Electronics and SK Hynix, which have been the primary engine of the index's growth. Policy-Driven Optimism: Investor sentiment has been boosted by the government's "Corporate Value-up Program" and expectations of more shareholder-friendly tax policies. What to Watch: The future direction of the U.S. Federal Reserve's interest...

Oracle just delivered one of the most stunning announcements in recent memory, sending its stock into the stratosphere in after-hours trading. The legacy tech giant has forcefully declared itself a dominant player in the AI revolution, and the market's reaction has been nothing short of explosive.   📊 Key Takeaways Historic After-Hours Surge: Oracle's stock skyrocketed by as much as 28% in extended trading after its earnings call, a direct reaction to its incredibly bullish future guidance. AI-Fueled Growth Engine: The company projected its cloud infrastructure (OCI) revenue will grow a staggering 77% this fiscal year, driven by massive demand for AI workloads from clients like OpenAI. Record-Breaking Future Revenue: Remaining Performance Obligations (RPO)—a measure of future contracted revenue—exploded by 359% to $455 billion, signaling a massive, locked-in growth pipeline. Market Perception Shift: Despite narrowly missing current quarter estimates, investors c...