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Oracle

2 articles on this topic, newest first.

5% Rates and AI: This Week's Real Variables Are Oil and Cash Flow

The Fed hiked rates for the first time in three years even as core CPI cooled to 2.4% in August. The market's real question this week is not whether inflation has fallen, but whether an oil shock revives inflation expectations and long-term yields, and whether AI earnings are strong enough to survive 5% rates.

Investing

Brent at $109, the 10-year at 4.94%: the discount rate is beating the AI trade

Stocks fell for a fourth straight session on Sept. 10 as producer prices and energy costs pushed long yields toward 5%. After the close, Oracle showed AI demand is converting into signed contracts. The question is no longer demand. It is what multiple the market can pay for it.

Tech