$ORCL — Fed Jitters and an AI-First Market: CPI in Line, Hot PPI, Oracle’s Beat and Diesel Pain Reshape Positioning

$ORCL — Friday’s inflation prints and a string of corporate and sector headlines left markets split: headline inflation broadly in line, wholesale prices hotter, Treasury yields near 4.94% — yet AI demand and photonics names kept bid. Energy-driven diesel pain is suddenly an electrification catalyst, while the AI debate between researchers and policymakers raises policy risk.