CNBC - Earnings

Oracle's cloud infrastructure revenue jumped 121% since last year, reflecting demand for its AI cloud services.

Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.

Macy's posted strong second fiscal quarter results on Thursday and raised its full-year guidance.

TSMC reported monthly sales revenue for August on Thursday.

We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.