Oracle Reports Results… And Mortgage Rates Top 7% 9/10/26
Summary
CNBC’s Fast Money analyzes Oracle’s strong earnings and AI cloud demand, noting the stock’s resilience despite high debt. The panel also discusses surging oil prices and rising Treasury yields, which have pushed mortgage rates above 7% and pressured homebuilder stocks. Additionally, the show covers Apple’s bounce following its foldable iPhone launch and the impact of copper price volatility on miners.
Topics discussed
Sponsor: Edward Jones
Show Intro: Oracle, Housing, and Apple
Oracle Earnings and AI Infrastructure Debate
Dan Ives on Software and Semiconductor Outlook
Bond Yields, Oil Prices, and Inflation
Teaser: Copper and Apple
Sponsor: ESPN NFL
Copper Tariffs and Freeport-McMoRan
Coming Up: Apple and Housing
Sponsor: ESPN NFL
Sponsor: Apple
Apple Foldable Phone Reaction
After-Hours Earnings: Adobe and URi
Mortgage Rates and Home Builder Stocks
NFL Commissioner Roger Goodell Interview
Teaser: Starbucks CEO
Starbucks CEO Brian Niccol Analysis
Show Close and Sign-off
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