The Feds hawkish cut, Oracle earnings, Coca-Colas next CEO and more in Morning Squawk
Summary
This Morning Squawk roundup covers the Federal Reserve’s latest rate cut, Oracle’s earnings, Rivian’s AI event, Coca-Cola’s CEO succession, and other market-moving headlines. Oracle stands out for software readers because revenue missed expectations even as earnings per share beat estimates and remaining performance obligations surged sharply on new AI-related commitments. The report also notes Cisco’s all-time closing high and the broader pressure on AI stocks after Oracle’s after-hours drop. Rivian’s first Autonomy and AI Day signals a push to deepen its software and autonomy story, even though the company remains under financial pressure. Coca-Cola’s CEO change is included, but it is not the core software or ISV focus.
Classifications
industries
HealthTech
applications
Business Intelligence
AskAI Classifications
Labels
AI Software
Developer Tools
MLOps
