Hot CPI Seals the Fed Hike, Yields Spike, Oracle's AI Bet Pays Off

August CPI comes in hotter than expected, pushing odds of a Fed rate hike next week to nearly 90% and putting Chairman Kevin Warsh's credibility on the line. Treasury yields jump to multi-year highs on the news, while Oracle shares pop on 30% revenue growth and a $664 billion AI cloud backlog. In this episode: • Hotter-than-expected August CPI cements near-certainty of Fed rate hike next week — https://www.cnbc.com/2026/09/11/august-consumer-inflation-cements-fed-rate-hike-odds-what-wall-street-is-saying.html • Fed Chairman Warsh under intense pressure to hike rates to defend credibility — https://www.cnbc.com/2026/09/11/kevin-warsh-fed-cpi-inflation-rate-hike-analysis.html • Treasury yields surge to multi-year highs as sticky inflation data rattles bond market — https://www.cnbc.com/2026/09/11/us-treasurys-bonds-yields.html • Oracle shares jump on 30% revenue growth driven by AI cloud demand — https://www.cnbc.com/2026/09/11/oracle-stock-q1-earnings-ai-cloud.html