WS #13940
July CPI at 3.4% YoY and core at 2.5%, both in line, reducing September Fed rate hike odds to ~40% and supporting risk assets. CoreWeave and Super Micro's strong results and guidance, plus Anthropic's $9.1B deal with Riot Platforms, confirm robust AI infrastructure demand.
Benign US Inflation Data
July CPI at 3.4% YoY and core at 2.5%, both in line, reducing September Fed rate hike odds to ~40% and supporting risk assets.
CoreWeave and Super Micro's strong results and guidance, plus Anthropic's $9.1B deal with Riot Platforms, confirm robust AI infrastructure demand.