Oracle surges nearly 10% late at night, popular Chinese concept stocks decline, UK stocks, bonds, and currencies all fall, oil prices spike briefly.

U.S. East Coast Time Monday, the three major U.S. stock indices fluctuated, with most Chinese concept stocks declining; the UK experienced a “triple kill” in stocks, bonds, and currencies.

Most of the Big Tech giants declined, with Nvidia surging over 4% intraday. Goldman Sachs analysts expect Nvidia’s revenue for Q4 FY2025 to reach $67.3 billion, surpassing market expectations on the profit side; they set a target price of $250. Microsoft rose nearly 2%, Tesla saw a slight increase, while Amazon and Apple fell over 1%.

Oracle’s stock price soared nearly 9.6%, marking the largest intraday gain since December last year. Davidson Investment Bank upgraded its stock rating from “Neutral” to “Buy.” TSMC rose 3% to a new high, with a market value exceeding $1.85 trillion.

Storage concept stocks weakened, with Micron Technology falling nearly 2.5% and SanDisk dropping over 1.4%. Nvidia may exclude Micron’s HBM4 from the first-year mass production of Rubin architecture.

Weight-loss drug concept stocks mostly rose, with Novo Nordisk up over 5%, Eli Lilly nearly 1%, while Hims & Hers, sued over generic Semaglutide, plummeted over 25%.

Most popular Chinese concept stocks declined, with the Nasdaq China Golden Dragon Index slightly up. Xiaopeng Motors, Century Internet, and Atour rose over 5%, Jinko Solar and Zhihu rose over 3%, Bawang Tea Queen fell over 4%, while New Oriental, Li Auto, and NIO declined over 2%.

Gold and silver rebounded sharply today, maintaining high levels into the evening. As of around 23:00 Beijing time, spot gold was up over 1.4%, approaching $5,040 per ounce, and spot silver rose over 5%, at $81.696 per ounce.

International oil prices rose briefly, with WTI crude and ICE Brent crude increasing by 1%, with WTI breaking through $64 per barrel.

According to CCTV News, on the 9th local time, Iran’s Atomic Energy Organization Chairman Isrami stated that the speculation about exporting enriched uranium from Iran mainly comes from other parties and pressure forces on Iran. This issue is not on the negotiation agenda at all; even if some individuals or countries have made so-called “suggestions” and believe they can help, no discussions on this have taken place in formal negotiations.

It is worth noting that this week, the U.S. January non-farm employment report and CPI will be released, which could provide important references for market judgment on the Federal Reserve’s monetary policy path. According to CCTV Finance, some analysts believe that if these two data points show “weak employment + stubborn inflation,” it could trigger significant volatility in U.S. stocks.

UK Stocks, Bonds, and Currency “Triple Kill”

On February 9, the FTSE 100 index, GBP/EUR exchange rate all plummeted, and the 10-year UK government bond yield rose, approaching the high since November last year. Meanwhile, hedge funds are heavily betting on further weakening of the pound through options markets.

According to CCTV News, UK Prime Minister Stamer’s PR director Tim Allen resigned on February 9 local time, the second senior official to leave the Prime Minister’s Office within 24 hours. Prior to this, the Director of the Prime Minister’s Office, Morgan Maxwenny, resigned over the Epstein case involving former US ambassador Peter Mandelson.