WS #14001

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AI server demand drives strong earnings for SMCI, DELL, and IREN, while Cisco falls on margin concerns; AMD raises $5B debt; SanDisk unveils AI storage roadmap; Meta rises on AI push. July PPI flat m/m and below expectations, alongside higher jobless claims, boost odds of Fed holding rates in September and October, supporting equities and pressuring the dollar.

AI infrastructure and tech earnings

AI server demand drives strong earnings for SMCI, DELL, and IREN, while Cisco falls on margin concerns; AMD raises $5B debt; SanDisk unveils AI storage roadmap; Meta rises on AI push.

July PPI flat m/m and below expectations, alongside higher jobless claims, boost odds of Fed holding rates in September and October, supporting equities and pressuring the dollar.

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