Group 1 - Core CPI remains steady, indicating stable inflation levels which could influence Federal Reserve's future rate cut projections [1][2] - Jobless claims have reached their highest level since October 2021, suggesting potential labor market weaknesses [1] - Quanta Services is part of a highly ranked Heavy-Construction industry group, benefiting from AI advancements with a Composite Rating of 97/99 [1] Group 2 - Oracle's stock surged by 36%, driven by strong AI cloud demand, indicating a positive trend in the AI sector [4] - Despite missing earnings expectations, Oracle's stock increased by 25%, reflecting a significant backlog in AI cloud services [4] - Key stock market indexes have reached record highs, with Nvidia and Oracle leading the charge in the AI rally [4]