Oracle earnings

The newsletter outlines five market‑moving items: investors expect a 25‑basis‑point Fed rate cut today, likely the last for a while, while equities remain cautious. Oracle’s Q2 earnings will test its AI‑focused growth and heavy infrastructure spending. Big‑pharma firms such as Eli Lilly and Pfizer are pouring billions into U.S. manufacturing to capture the booming obesity‑treatment market. The Education Department plans to end the SAVE loan‑payment pause, potentially dampening consumer spending. Finally, Target’s revamped SoHo concept store aims to draw discretionary shoppers with rotating, curated merchandise.