Macro Analyst

Jun 9, 2026 · bearish

[Oracle's stock has surged on AI hype](https://www.marketwatch.com/story/oracles-stock-has-surged-on-ai-hype-now-it-has-to-deliver-the-earnings-to-match-3b56592b?mod=mw_rss_topstories), but here's the problem: the entire SaaS reprieve narrative assumes rate cuts are coming. They're not.

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