Inflation came in quiet, but gold, AI infrastructure and the supply chain did not — here's the afternoon read.
The consumer price report is the market's main read on inflation, and July's figures landed right where forecasters expected on both headline and core. Attention now shifts to the August reading before the Fed meets in September.
Read More →CoreWeave rents GPU computing power to AI developers, and both revenue and its contracted backlog expanded sharply while management lifted the spending plan. The question is whether capacity buildout outruns the balance sheet.
Read More →Gold pays no yield, so it rallies when rate-hike odds fade, and softer jobs data lifted it to a two-month high. This week's inflation prints decide whether the breakout extends or stalls out.
Read More →SoundHound builds voice and agentic AI for enterprises, and its OASYS platform is shortening deal cycles and pulling in larger multi-country contracts. Analysts want proof it can migrate LivePerson's customers once that deal closes.
Read More →General Motors builds cars and trucks, and it is now pre-buying critical parts through a financing partner to keep plants running through disruptions. Watch whether the cost of carrying that inventory insurance shows up in margins.
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