WS #12215
Dallas Fed's Logan calls for 'modestly higher' rates, says one month of lower CPI is not enough, and monetary policy is not restraining the economy. SanDisk down 40% from peak, memory stocks weakening on AI infrastructure spending concerns; NVDA head-and-shoulders breakdown; but bullish option sweep on MU suggests dip-buying. DeepSeek plans to file IPO by late 2026 at a $74B valuation, signaling continued AI investment appetite.
Fed Hawkish Stance
Dallas Fed's Logan calls for 'modestly higher' rates, says one month of lower CPI is not enough, and monetary policy is not restraining the economy.
SanDisk down 40% from peak, memory stocks weakening on AI infrastructure spending concerns; NVDA head-and-shoulders breakdown; but bullish option sweep on MU suggests dip-buying.
DeepSeek plans to file IPO by late 2026 at a $74B valuation, signaling continued AI investment appetite.