TOPLEY’S TOP 10 September 11, 2025

1. Oracle Forecast Catching NVDA

Chartr


2. Another Look at ORCL Projections

ZeroHedge


3. U.S. Small Caps Lowest ETF Market Share in 20 Years


4. Fear and Greed Index Neutral

CNN Business


5. Buybacks Go Dark September 14th

From Dave Lutz at Jones Trading

But Reminder The 2nd half of September is the worst two-week period of the year.  The “Buyback blackout” starts on the 14th.


6. Most Aggressive Share Repurchasers Over Last Decade—Koyfin

Koyfin


7. 401k Flows Every Month…Here are Top Stock Beneficiaries

From Irrelevant Investor Blog

The Irrelevant Investor


8. Chinese Stock Market Breaks Out….But Deflation Kicking In

New data in China intensified fears of deepening deflation in the world’s second-biggest economy. Consumer prices fell more than expected and into negative territory for the first time in months, while factory deflation persisted, adding to the challenges Chinese economic policymakers are facing. The country is grappling with mammoth debt, a real-estate market downturn, high levels of youth unemployment, and a broad economic slowdown. Deflation is particularly dangerous: When consumers expect declining prices, they hold off major purchases, creating a vicious economic cycle. Beijing has sought to fight this trend by urging against price wars and unveiling stimulus measures, but “it remains questionable to what extent this crackdown will be effective,” ABN Amro economists wrote.

Semafor Media


9. 30-Year Mortgage Rate Gets to 6.5% …Lowest in One-Year

Business Insider


10. Most Valuable Global Brands

Voronoi