Rebecca Walser says she hasn't seen the Fed this divided in ten years, something she sees as notable. While she sees the rate cut being good for equities, she's not convinced it's great for bonds. The "pushback" against debt financing seen in Oracle's (ORCL) earnings is something Rebecca sees as justifiable with more investors questioning A.I. profitability. Her stock picks include Linde (LIN) and Visa (V).