“We had the Oracle numbers as a reminder that there’s a tech story that’s still very, very vibrant. That’s what investors keep coming back to. We know for at least the next two quarters that earnings are going to be really robust.”

“The risks to equity markets continue to pile up as the discount rate which they face gets higher and higher and higher. The question is to what extent can continued AI earnings…

(Bloomberg) -- US stock futures posted marginal gains and Treasury yields pushed higher as risk appetite remained firmly in check ahead of the latest print on US factory prices…