The Fed has been "too restrictive for too long," says David Nelson. He says an interest rate cut tomorrow will give the markets some breathing room as the economy faces pressure on the jobs front. David later talks about stocks, including Oracle (ORCL), where he has doubts of its recent guidance. He points to the company "bleeding cash" as a concern moving forward. David's stock picks include Datadog (DDOG), SLB (SLB), and Emcor Group (EME).