WS #13926
July CPI at 3.4% YoY and core 2.5% matched expectations, boosting September hold odds to ~58% and supporting risk-on sentiment. CoreWeave, Super Micro, and Lumentum beat expectations, lifting AI infrastructure and semiconductor stocks.
US CPI in line, Fed hold odds rise
July CPI at 3.4% YoY and core 2.5% matched expectations, boosting September hold odds to ~58% and supporting risk-on sentiment.
CoreWeave, Super Micro, and Lumentum beat expectations, lifting AI infrastructure and semiconductor stocks.