WS #14035
July PPI flat, cooling inflation, Fed hold probability rises to ~66%, driving S&P 500 to record high. OpenAI revenue run rate tops $40B, Anthropic IPO at $2T, AI memory stocks rally on CoreWeave/Super Micro results. Workday surges on Silver Lake talks, Reddit jumps on S&P 500 inclusion, driving software and social media stocks.
Cooling Inflation and Fed Rate Expectations
July PPI flat, cooling inflation, Fed hold probability rises to ~66%, driving S&P 500 to record high.
OpenAI revenue run rate tops $40B, Anthropic IPO at $2T, AI memory stocks rally on CoreWeave/Super Micro results.
Workday surges on Silver Lake talks, Reddit jumps on S&P 500 inclusion, driving software and social media stocks.