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Oracle's Booming Order Book Report Gives the Tech Trade an Added Boost

Equities ride the tech wave while U.S. profit growth weakens; Rosie Fund adds Global Health Care.

David Rosenberg's avatar
David Rosenberg
Sep 10, 2025
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Highlights

Equities ride the tech wave while U.S. profit growth weakens; Rosie Fund adds Global Health Care.

Key Takeaways

  • Another Green Day for Global Stocks: Global equities are still on a tear (though with a caveat or two — see more below). U.S. futures are mixed to higher, but the real action is overseas where Europe advanced +0.7% with broadly-based gains during the early hours, and Asia is strengthening right across the board: Korea (+1.7%), Taiwan (+1.4%), Singapore (+1.2%), Hong Kong (+1.0%), Japan’s Nikkei 225 (+0.9%), and India (+0.3% — it looks like Modi and Trump are going to work towards a thaw in their strained trade relations).

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