10 things that mattered on Friday, September 11, 2026
Oracle's spending plans lifted the companies that sell it servers, and stocks broke a three-day losing streak even as Oracle itself closed lower. August inflation came in at 3.4% on the headline and 2.4% at the core, a gap made up of food and energy.
- 01
The S&P 500 rose 0.8% and ended a three-day slide
SPY closed at $764.29, 1.7% below its record. The Nasdaq 100 gained 0.9%, while small caps rose only 0.4%.
SPY, last six months SPY, last six months - 02
Consumer prices rose 0.4% in August
Headline CPI was 3.4% above a year earlier, up from 3.3% in July. Core CPI, which leaves out food and energy, rose 0.3% on the month, and its annual rate eased to 2.4%.
CPI, year-over-year change (%), last five years CPI, year-over-year change (%), last five years - 03
Oracle gave back a 7% opening jump
The stock opened 7.4% higher after results showing $28.5 billion of quarterly capital spending and cloud infrastructure revenue up 121%. Free cash flow was negative $5 billion, and the shares closed down 1.9% at $150.28.
ORCL, last six months ORCL, last six months - 04
Dell and HPE each rose 12% to record closes
The rally followed Oracle's plan to spend $90 billion to $95 billion this fiscal year. Dell closed at $567.00 and HPE at $62.08, both on heavy volume, and HP Inc. added 8.4%.
DELL, last six months DELL, last six months - 05
Adobe turned an early loss into a 1.4% gain
Results after Thursday's close showed record quarterly revenue of $6.76 billion, up 13%, and a higher full-year outlook. The stock opened 2.7% lower and closed at $252.23 on 2.4 times its usual volume.
ADBE, last six months ADBE, last six months - 06
Copart agreed to buy ACV Auctions for $10.50 a share
ACV jumped 44.2% to $10.41 on the all-cash deal, worth about $1.9 billion. Needham cut the stock to Hold, calling the price fair and a rival bid unlikely.
ACVA, last six months ACVA, last six months - 07
Households' stock allocation hit a record 48.2%
The Fed's second-quarter financial accounts, out Friday, put stocks at 48.2% of household financial assets, up from 44.7% in the first quarter. The previous high in our record, which starts in 1993, was 45.4% at the end of 2025.
Household equity allocation (%), last five years Household equity allocation (%), last five years - 08
The 10-year yield edged up to 4.97%
It rose 3 basis points to its highest close since October 2023. The gap over the 2-year yield narrowed to 0.33 points from 0.39.
10-year Treasury yield (%), last twelve months 10-year Treasury yield (%), last twelve months - 09
The VIX fell 2 points to 15.84
That more than reversed Thursday's rise. The Fear & Greed index improved to 41 from 37 but stayed in Fear.
VIX, last six months VIX, last six months - 10
Due Monday: a quiet calendar before the Fed
No major US data or large earnings are scheduled. The Fed's two-day meeting starts Tuesday, and its decision comes Wednesday along with August retail sales.
Data as of the Friday, September 11, 2026 close. The ten items are picked by fixed rules from the site's daily data (the size of each move, signals that changed state, and economic releases weighted by importance), then checked and written by hand. Charts end on the brief's date. Research and education, not financial advice.