Daily Newsletter 9/9/25

Index futures are modestly higher this morning. While today's data calendar is light, there is renewed focus on the recent jobs reports, with a reassessment expected this morning. This review will likely contribute to the ongoing discussions around potential labor-market weakness and the accuracy of U.S. economic data.

Oracle earnings are due after the market close today, providing critical insight not only into Oracle’s cloud and AI growth but also into the broader direction of AI development. This report will help clarify the evolving path of AI within enterprise technology and its market impact.