WS #13989

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Cisco and Cerebras fall on weak outlook, Oracle-AWS expand collaboration, IREN gains on Microsoft deployment, Anthropic targets $2T IPO. Cooling CPI reduces September rate-hike odds to ~40%, supporting equities and gold; PPI due today is next catalyst.

Tech earnings and AI infrastructure

Cisco and Cerebras fall on weak outlook, Oracle-AWS expand collaboration, IREN gains on Microsoft deployment, Anthropic targets $2T IPO.

Cooling CPI reduces September rate-hike odds to ~40%, supporting equities and gold; PPI due today is next catalyst.

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