Oracle’s Big Plans, Candidates’ Big Night, and Powell’s Big Decision 9/10/24

Oracle hitting a record high after an earnings beat and high-profile partnership announcements…how the tech stalwart might’ve just become a new AI darling.

Harris and Trump set to square off on the debate stage tonight. We dig into the similarities and differences in the candidates’ policies.

Plus, not just the markets split on whether the Fed will cut by 25 or 50 basis points next week, according to Evercore’s Krishna Guha. He tells us why Jay Powell’s rate decision could come down to the 11th hour.

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