WS #13927
Holding: newest synthesis is 85d 1h old
July CPI at 3.4% YoY, core 2.5%, matching expectations, reducing September rate hike odds to ~42% and supporting equities. Super Micro, CoreWeave, and Nebius beat earnings, boosting AI and memory stocks, but Nvidia's financing plan raises subprime concerns.
US CPI in line, Fed rate hike odds fall
July CPI at 3.4% YoY, core 2.5%, matching expectations, reducing September rate hike odds to ~42% and supporting equities.
Super Micro, CoreWeave, and Nebius beat earnings, boosting AI and memory stocks, but Nvidia's financing plan raises subprime concerns.