Market Path Ahead Post-FOMC Rate Cut, ORCL 'Missed Layup' & NVDA Slides

Heading toward 24 hours after the FOMC cut interest rates by 25bps, Kevin Green takes everything we learned Wednesday and explains what it means for Thursday's trading action and beyond. He notes one more rate cut priced in for 2026 and a door opening for quantitative easing. Something else KG sees as substantial: the amount of dissenting votes compared to historic metrics. As for Oracle's (ORCL) earnings, KG calls the report "not great" as debt continues to balloon for the A.I. data center buildout. Nvidia (NVDA) also ticked lower after Oracle's earnings.

Morning Movers

11 Dec 2025

SHARE

Schwab Network's Newsletters

Daily insights for every investor

ON AIR
education
5:00 am
Liz Ann Live
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
2:00 am
Market Overtime
REPLAY
2:30 am
Market Overtime
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
ON AIR
education
5:00 am
Liz Ann Live
REPLAY
5:30 am
The Wrap
REPLAY
education
7:00 am
Schwab 2026 Outlook
REPLAY
8:00 am
Market Overtime
REPLAY
8:30 am
Market On Close
REPLAY
10:00 am
Market Overtime
REPLAY
10:30 am
Market Overtime
REPLAY
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
education
1:00 pm
Liz Ann Live
REPLAY
1:30 pm
The Wrap
REPLAY
education
3:00 pm
Schwab 2026 Outlook
REPLAY
4:00 pm
Market Overtime
REPLAY
4:30 pm
Market On Close
REPLAY
6:00 pm
Market Overtime
REPLAY
6:30 pm
Market Overtime
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Next Gen Investing
REPLAY
education
9:00 pm
Liz Ann Live
REPLAY
9:30 pm
The Wrap
REPLAY
education
11:00 pm
Schwab 2026 Outlook
REPLAY