Fed Rate Cuts Signal Potential Tailwinds for Tech Stocks Like Oracle
The Federal Reserve's 25-basis-point rate cut marks a pivotal shift in monetary policy, with projections suggesting a gradual descent to 3% by 2027. This dovish tilt could unlock capital flows into growth-sensitive sectors, particularly big-tech names trading at premium valuations.
Oracle Corporation, commanding an $877 billion market cap, stands as a bellwether for cloud infrastructure demand. Despite trading at 71 times earnings, its 20% projected EPS growth aligns with the low-rate playbook favoring scalable software revenue models. The Fed's October and December meetings now loom as critical inflection points for risk assets.