Oracle Corporation (ORCL) — Quality & forensics

Long reads

• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026

Dailies

• Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026
• Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%Midday 10 · 18 Sept 2026The rest of the tape is what an expiry Friday looks like with the 10-year back at 5.000%: the S&P 500 ETF −0.4% at $759.20, still above $757.83; the Nasdaq-100 fund flat at $716.53 above $708.69; the equal-weight S&P −0.5%, the Dow −0.7%…
• Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Oracle +5.5% to $151.57 is back above the $148.35 line it was sold under; Adobe is flat at $250, still under its $256.29 paid line.
• Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026The other three on the hike: Agentic Winners 40 −1.3% to 921.21 — Applications −1.5%, UiPath −4.2%, CoStar −3.8%, Duolingo −3.7%, Intuit −3.4%, Adobe −2.8%, ServiceNow −1.5%, Microsoft −1.4%, Oracle +2.0%; HALO −0.3% to 1,005.06, Energy…
• Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026The print record scored its pair: Oracle −8.3%, sold; Adobe +3.9%, paid — two clean beats split by which side of the compute trade the company sits on.
• Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Oracle is $143.90, below its $148.35 sold line; Adobe $263.04, above its $256.29 paid line — both are scored at tonight’s close.
• AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026Adobe is up 4.4% at $263.33, above its $256.29 paid line; Oracle is down 4.0% at $143.86, below its $148.35 sold line — both score at tomorrow’s close.
• Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jumpMidday 10 · 11 Sept 2026Oracle, +4% after hours on a beat on every line, is now −0.3% at $152.43, below its $152.94 entry; Adobe is flat at $248.89.