NDNight Desk
SPX7,650.50+0.17%NDX29,644.17+0.67%DJI51,682.64-0.18%RTY2,860.40-0.50%VIX14.810.00%ES7,672.25+0.06%CL100.30-1.58%BZ103.87-0.91%GC4,380.01+0.77%US10Y4.998+1.38%US02Y4.672+0.91%DXY100.215-0.03%EURUSD1.0842+0.07%USDJPY149.82+0.23%NVDA186.42+1.18%XOM128.44-1.06%LMT542.10+0.89%SPX7,650.50+0.17%NDX29,644.17+0.67%DJI51,682.64-0.18%RTY2,860.40-0.50%VIX14.810.00%ES7,672.25+0.06%CL100.30-1.58%BZ103.87-0.91%GC4,380.01+0.77%US10Y4.998+1.38%US02Y4.672+0.91%DXY100.215-0.03%EURUSD1.0842+0.07%USDJPY149.82+0.23%NVDA186.42+1.18%XOM128.44-1.06%LMT542.10+0.89%

WEEKNIGHT ISSUE · THURSDAY SESSION

Thu, Sep 10, 2026

Adobe, Oracle, same night

The last software cluster before the hike. Backlog > EPS.

ISSUED
Wed 9 Sep 20:00 ET
EARNINGSAI

PRINTS

Two different businesses, one rate overlay

Oracle is an AI-infrastructure duration story. Adobe is an AI-packaging and seat story. Both will be traded as Nasdaq beta for 24 hours regardless.

DESK

Monday watch

  • ORCL backlog
  • ADBE guidance

MARKS

Levels

  • NDXWatch AMC

Marks are Friday cash / weekend futures. Not a live feed.

Night Desk issues a page every weeknight at 20:00 ET for the next cash session. Weekend release is Sunday 16:20 ET covering Monday. Issue archive.

Other issues