WS #13953

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Cisco, Cerebras, Coherent, CoreWeave, and Nebius report strong AI-driven results, with mixed stock reactions; neocloud names surge. MSCI announces index changes with SanDisk and Carpenter Tech as largest additions to MSCI World, potentially driving passive flows. July CPI met expectations, reducing odds of a Fed rate hike in September, supporting equities and bonds.

AI infrastructure earnings

Cisco, Cerebras, Coherent, CoreWeave, and Nebius report strong AI-driven results, with mixed stock reactions; neocloud names surge.

MSCI announces index changes with SanDisk and Carpenter Tech as largest additions to MSCI World, potentially driving passive flows.

July CPI met expectations, reducing odds of a Fed rate hike in September, supporting equities and bonds.

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