Jack of All Trades: High Stakes SKORE 06.10.2026

CPI 4.2% (3-yr high); gasoline +40.5% YoY; Dow below 50K; Trump 'hit Iran very hard.' ORCL: cloud +47%, IaaS +93%, RPO $638B (+$85B QoQ), FY27 $90B confirmed, EPS raised — but $70B capex plan → −7% AH. Data gravity thesis intact. SpaceX IPO tomorrow. SKORE: ORCL 7.8 Buy.