WS #13995
July PPI flat m/m, below expectations, reinforcing Fed hold bets for September and supporting equity markets. Cisco falls ~7-10% despite earnings beat, while Dell and Lenovo surge on AI server demand, highlighting divergent AI hardware performance. Multiple sources confirm Anthropic's IPO could value it at $2T+, with revenue expected to reach $100-120B annualized by end-2026, testing AI market sentiment. US allows private firms to conduct offensive cyber operations, a policy shift with potential implications for cybersecurity and defense contractors.
US Inflation and Fed Policy
July PPI flat m/m, below expectations, reinforcing Fed hold bets for September and supporting equity markets.
Cisco falls ~7-10% despite earnings beat, while Dell and Lenovo surge on AI server demand, highlighting divergent AI hardware performance.
Multiple sources confirm Anthropic's IPO could value it at $2T+, with revenue expected to reach $100-120B annualized by end-2026, testing AI market sentiment.
US allows private firms to conduct offensive cyber operations, a policy shift with potential implications for cybersecurity and defense contractors.