US Inflation and Retail Trends

Discussion on rising inflation rates driven by gasoline prices in the US, impacting retail sales growth with a focus on big-box retailers. Analysis includes Fed's data-driven approach to inflation, potential rate cuts, and expectations from the upcoming Federal Reserve meeting. Preview of Adobe's dominant position in creative software and AI innovations, contrasted with OpenAI and copyright issues regarding image use. Examining Oracle's upcoming Q3 report with a spotlight on cloud infrastructure performance and capacity challenges.