1. Q1 performance exceeded expectations,$Oracle (ORCL.US)$Overnight, it surged 11.44% to a record closing high. The cloud business is growing strongly, and the chairman announced plans to launch an AI data center powered by nuclear energy.

Oracle's revenue for the first fiscal quarter increased 7% year over year to $13.3 billion, and analysts expect $13.23 billion; 42 new cloud GPU contracts worth $3 billion were signed during the period. A strong contract backlog will support continued revenue growth in fiscal year 2025. Additionally, Oracle announced that it has signed a multi-cloud agreement with Amazon AWS, and the 23AI version of Oracle's latest technology, Exadata hardware and database software, will be embedded in the AWS cloud data center.

Additionally, Oracle Chairman Larry Ellison announced that due to the surge in demand for artificial intelligence power, the company is planning to use next-generation nuclear technology to power a designed data center. The data center will be powered by three small modular nuclear reactors, and the total power generation of these reactors is sufficient to meet the data center's needs. Ellison said permission to build has been obtained.

2. The essential consumer sector is rising strongly, and retail giants$Walmart (WMT.US)$Overnight increase of 1.9%, annual increase of more than 50%, daily chemical giant$Procter & Gamble (PG.US)$It rose 0.98%, and the annual increase was more than 20%. Both stock prices hit record highs.

Essential consumer goods refer to necessities of life, including food, medicine, clothing, household goods, etc., and are products that people depend on for survival. Since these products are necessities of life, people are less likely to spend less on these areas regardless of the financial situation. In terms of investment, the essential consumer goods industry is similar to the financial and healthcare industries, and is a defensive asset. In times of economic uncertainty, the essential consumer goods industry has become a safe haven for investors seeking safe investments due to the stability of its demand.

3. Market expectations drive industry recovery, and real estate stocks are expected to become the “strongest interest rate cut deal”? Real estate investment trusts $American Tower Corp (AMT.US)$ , $CubeSmart (CUBE.US)$ , $Essex Property Trust Inc (ESS.US)$ , $UDR Inc (UDR.US)$ as well $Equity Residential (EQR.US)$ One after another, they hit new highs during the year.

The real estate market is a typical interest rate sensitive industry. Historically, its performance is directly related to interest rates. The current market reaction indicates that investors are already pricing possible future interest rate declines. In the US, interest rates on 30-year fixed mortgages have been reduced to around 6.50%, which will encourage more buyers to enter the market and drive a recovery in real estate transactions.

Behind the current strong performance of US real estate stocks is the market's strong expectation that the Federal Reserve will cut interest rates. As mortgage interest rates fall, the activity of buyers will increase significantly, thus driving the further development of the industry.

4. Telecom giants$Verizon (VZ.US)$und$AT&T (T.US)$Stock prices are soaring, with annual increases exceeding 20%. Investors are optimistic about defensive growth potential.

Both Verizon Communications and AT&T are US telecommunications service providers, and they compete in multiple business areas. Both companies provide a variety of services including wireless communications, landline phones, broadband internet, and television services.

Both Verizon and AT&T stocks have risen, probably because investors are looking for defensive investments, and telecom companies are generally seen as relatively stable investment options.

1. Innovative high-ranking US stock giants

II. Innovate individual US stocks

3. List of the rise and fall rates of popular US stocks

Editor/Feynman