(These are the market notes on today's action by Mike Santoli, CNBC's Senior Markets Commentator. See today's video update from Mike above.) A firm, but restrained, market response to a soft PPI inflation print and another monster wave of AI-infrastructure carried Oracle higher. The stock and bond markets have for weeks been signaling they had functionally moved beyond the "sticky inflation" story. Yields have been down hard, several Fed rate cuts priced in, all with cyclical and bank stocks holding leadership positions. This priced the markets for "good news rate cuts," and the downside surprise in wholesale inflation merely affirmed the embedded bull thesis. The Oracle guidance on the next several years of stupendous AI data center growth is worthy of all the analysts' superlatives and s

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