WS #13970

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CoreWeave, Super Micro, and Nebius surge on AI demand, but Cisco and Cerebras face margin/hardware concerns, indicating bifurcation. July CPI matched expectations, reducing September rate hike odds to ~40-46%, supporting equities and gold.

AI infrastructure rally continues

CoreWeave, Super Micro, and Nebius surge on AI demand, but Cisco and Cerebras face margin/hardware concerns, indicating bifurcation.

July CPI matched expectations, reducing September rate hike odds to ~40-46%, supporting equities and gold.

Full world state #13970 →