The Rundown

Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors

September 11, 2026·10 min
Episode Description from the Publisher

Market update for September 11, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why sticky inflation and $100 oil just pushed Fed rate hike odds to 90%The bond market selloff driving the 10-year Treasury yield to the brink of 5%Oracle's massive cloud earnings and the wild "pre-order" strategy funding its AI buildoutRH’s earnings beat and the tariff refund helping its bottom lineAdobe’s earnings beat and why investors still aren’t convinced about its future in AIWhy retailers are quietly killing the era of free online returns

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