WS #13970

From 337 msgs · 5 key-dev
Holding: newest synthesis is 84d 12h old

CoreWeave, Super Micro, and Nebius surge on AI demand, but Cisco and Cerebras face margin/hardware concerns, indicating bifurcation. July CPI matched expectations, reducing September rate hike odds to ~40-46%, supporting equities and gold.

AI infrastructure rally continues

CoreWeave, Super Micro, and Nebius surge on AI demand, but Cisco and Cerebras face margin/hardware concerns, indicating bifurcation.

July CPI matched expectations, reducing September rate hike odds to ~40-46%, supporting equities and gold.

Full world state #13970 →

AI infrastructure rally continues — World state #13970 · River