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Oracle's capex guidance lifted Dell and HPE 12%. It cost Oracle 1.7%.

14 September 2026 ·3 min read

Dell and HPE posted the S&P 500's biggest gains on September 11 after Oracle's CFO reaffirmed $90-95 billion in capex guidance. Chipmakers Nvidia and Micron barely moved, and Oracle itself fell 1.74% — here's the split in StockTreeMap's own sector data.

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