WEEKNIGHT ISSUE · FRIDAY SESSION
Fri, Sep 11, 2026
Oracle in the rear-view, Fed in the windshield
Software prints digested. The committee is next week’s only event that matters.
ISSUED
Thu 10 Sep 20:00 ET
EARNINGSFED
EARNINGS
ORCL beat on the backlog; ADBE nicked
Cloud capex remains the fundamental bid under the Nasdaq. It does not immunize the complex against a hawkish FOMC. Treat them as separate books.
DESK
Monday watch
- ORCL follow-through
- FOMC Wed
MARKS
Levels
- SPX7,656.98
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.