WS #14031

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July PPI flat, below expectations, lowering odds of September Fed hike to ~35%, driving S&P 500 to record high. Applied Materials beats Q3 but falls on high expectations; Sandisk surges on investor day; Cerebras misses badly. Silver Lake in talks to acquire Workday at ~$43B, sending shares up ~17-19%.

US inflation data and Fed expectations

July PPI flat, below expectations, lowering odds of September Fed hike to ~35%, driving S&P 500 to record high.

Applied Materials beats Q3 but falls on high expectations; Sandisk surges on investor day; Cerebras misses badly.

Silver Lake in talks to acquire Workday at ~$43B, sending shares up ~17-19%.

Full world state #14031