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

<p>Market update for September 11, 2026. </p><p>Check out the Public app for incredible investing tools and to support the show (<a href="https://public.com/therundown" rel="ugc noopener noreferrer" target="_blank">LINK</a>)</p><p>Follow us on Instagram (<a href="https://www.instagram.com/therundowndaily" rel="ugc noopener noreferrer" target="_blank">@TheRundownDaily</a>) for bonus content and instant reactions.</p><p>In today's episode, Zaid covers:</p><ul><li><p>Why sticky inflation and $100 oil just pushed Fed rate hike odds to 90%</p></li><li><p>The bond market selloff driving the 10-year Treasury yield to the brink of 5%</p></li><li><p>Oracle's massive cloud earnings and the wild "pre-order" strategy funding its AI buildout</p></li><li><p>RH’s earnings beat and the tariff refund helping its bottom line</p></li><li><p>Adobe’s earnings beat and why investors still aren’t convinced about its future in AI</p></li><li><p>Why retailers are quietly killing the era of free online returns</p></li></ul>