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Briefing. Oracle Outshines, OpenAI's $300bn Commitment, Largest Negative Labor Market Revision Since 2009

The Synopsis

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Market Insights: Federal Reserve Expectations and Tech Sector Developments

This chapter analyzes the expected Federal Reserve rate cuts in the context of a sluggish labor market and moderate inflation. It also highlights Oracle's strong earnings and forecasts for cloud growth, Apple's new iPhone 17 launch, and the challenges faced by established tech companies.

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