WS #13992

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Holding: newest synthesis is 83d 22h old

AI infrastructure funding boom, Anthropic-Decart talks, DeepSeek price hikes, and mixed tech earnings (Cerebras, Cisco, Coherent) drive sector moves. US July PPI flat, core below expectations, and jobless claims rose, reducing odds of Fed rate hike and supporting equities. Accelerant buyout, Coherent record results, Salesforce upgrade, Microsoft price target raise, and Cerebras downgrade are key single-stock catalysts.

AI Infrastructure and Tech Earnings

AI infrastructure funding boom, Anthropic-Decart talks, DeepSeek price hikes, and mixed tech earnings (Cerebras, Cisco, Coherent) drive sector moves.

US July PPI flat, core below expectations, and jobless claims rose, reducing odds of Fed rate hike and supporting equities.

Accelerant buyout, Coherent record results, Salesforce upgrade, Microsoft price target raise, and Cerebras downgrade are key single-stock catalysts.

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