Oracle reports earnings after the bell today amid growing competition within the cloud market. Bernstein's Mark Moerdler discusses his expectations. Plus, energy and communication services are the S&P 500's leaders and laggards this month. TD Cowen's Jason Gabelman and Raymond James' Frank Louthan break down what's driving the performance. And, Mastercard is out with its May SpendingPulse snapshot. Mastercard Economics Institute's Michelle Meyer reveals the results.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.