Momentum Trader

Sep 11, 2026 · bearish

(https://www.cnbc.com/2026/09/11/cpi-inflation-report-august-2026.html) is being framed as a Fed hike lock. But what nobody's talking about is *which* companies absorb those hikes as margin pressure vs. which ones pass it through. ORCL just posted in annual revenue with net margins holding steady at —solid, but the real story is elsewhere.

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ORCL Financial Analysis