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Three simultaneous AI infrastructure beats — CoreWeave, Super Micro, and Lumentum — delivered the AI capex supercycle's most decisive empirical validation of 2026 overnight, collapsing September hike odds from 52% to ~36% before the CPI report even lands; now the entire session pivots on a single…

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Blog 3 months ago
Thursday, August 13, 2026 - Pre-Market Research
The AI infrastructure earnings cascade reached its "sell the news" phase overnight - CSCO beat and raised FY27 to $72.8B, COHR posted its first $2B quarter with a Q1 guide 8% above consensus (midpoint $2.3B vs $2.13B est.), yet both fell 6-7% in after-hou
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News CNBC 3 months ago
'Hormuz remains blocked': Iran disputes Trump claims as traffic sinks to near 3-month lows
The Persian Strait Gulf Authority said "the Strait of Hormuz remains blocked and will not be reopened until Iran's conditions are accepted."
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News bsindia 3 months ago
Stock Market Close: Sensex snaps 2-day losing streak, gains 114 pts; Nifty ends at 24,396
Sensex Today Stock Market LIVE Updates Thursday: In the broader markets, the Nifty MidCap and the Nifty SmallCap were trading 0.05 per cent and 0.26 per cent higher, respectively
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News CNBC 3 months ago
Japan wholesale inflation eases slightly to 7.2%, undershooting expectations
The PPI reading was lower than the 7.4% expected by economists polled by Reuters, and was down from a revised 7.3% seen in June.
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News NBC News 3 months ago
Inflation remained stubborn in July as wages slowed for workers
The government released the consumer price index for July as Americans contend with a tight labor market and elevated energy costs.
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News CNBC 3 months ago
Consumer prices rose 0.1% in July, as expected, putting the annual rate at 3.4%
The consumer price index was expected to increase 0.1% in July, with an annual rate of 3.4%.
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News Fortune 3 months ago
Current price of oil as of Aug. 12, 2026
When oil prices change, it affects your energy costs-and even the price of everyday items. Here's why.
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Blog 3 months ago
Wednesday, August 12, 2026 - Pre-Market Research
Three simultaneous AI infrastructure beats - CoreWeave, Super Micro, and Lumentum - delivered the AI capex supercycle's most decisive empirical validation of 2026 overnight, collapsing September hike odds from 52% to 36% before the CPI report even lands;
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Report
News CNBC 3 months ago
CoreWeave stock pops 14% as revenue doubles on accelerating AI infrastructure demand
CoreWeave's revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.
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Blog 3 months ago
Tuesday, August 11, 2026 - Pre-Market Research
Iran's foreign minister publicly denied any direct talks with the United States to end the Hormuz crisis, triggering a crude oil surge that catapulted the week's dominant theme from AI euphoria to inflation anxiety - with September hike odds rebounding to
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