Nasdaq opens slightly higher, Oracle surges nearly 12% after earnings, NEBIUS rises over 10%

格隆汇 March 11｜US February CPI year-on-year +2.4% in line with expectations, geopolitical uncertainty continues to dominate risk pricing. At the opening of the US stock market, the three major indexes showed mixed performance: Nasdaq rose 0.33%, S&P 500 Index rose 0.16%, and Dow Jones fell 0.14%. Oracle surged nearly 12%, with last quarter's performance exceeding expectations, and the company's CEO refuted the "SaaS doomsday theory." NEBIUS rose over 10%, receiving a $2 billions investment from Nvidia to support its deployment of over 5 GW computing power by the end of 2030. Uber climbed 3.4%, reaching a cooperation agreement with Zoox to deploy autonomous taxis on its ride-hailing platform. TSMC rose 1.7%, with February revenue up 22.2% year-on-year to NT$317.66 billions, setting a new record for the same period in history. (格隆汇)