WS #13774
Lam Research buy rating, Core Scientific-AMD partnership, NVDA/MU trade ideas, and Palantir's 39% weekly surge highlight AI momentum. China July CPI rose 0.5% y/y (below expectations), PPI 3.5% y/y, indicating deflationary pressure but AI-driven consumer electronics prices rising.
Tech earnings and AI
Lam Research buy rating, Core Scientific-AMD partnership, NVDA/MU trade ideas, and Palantir's 39% weekly surge highlight AI momentum.
China July CPI rose 0.5% y/y (below expectations), PPI 3.5% y/y, indicating deflationary pressure but AI-driven consumer electronics prices rising.