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U.S. May CPI rose 4.2% YoY — the highest in roughly three years — with a 0.5% monthly gain and core inflation at 2.9%. Published before the U.S.-Iran deal, this data is the key constraint heading into this week's Fed meeting.
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After the US and Iran announced a deal, the dollar fell against major currencies while Bitcoin jumped over 2% and risk-sensitive currencies rallied. Here's the market logic — and why the Fed meeting this week is the real variable to watch.
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After the U.S. and Iran announced a deal to reopen the Strait of Hormuz, crude oil plunged roughly 4%. Markets aren't just reading this as an energy story — they're pricing it as an inflation reprieve.
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The U.S. and Iran announced a deal to end hostilities and reopen the Strait of Hormuz over the weekend, sending S&P 500 futures up ~1% and Brent crude down ~4% on Monday. Here's what the agreement says and what to watch next.
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From smartphones to data centers, ARM's architecture underpins it all — commanding a 50% share of hyperscaler CPU compute. But at ~124x forward P/E, the market has already priced in the next decade.
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Oracle is forcing its way into the AI cloud elite on the back of OCI compute leasing — OCI revenue +93%, RPO surging to $638B — while burning $23.7B in free cash flow for the year in a high-stakes capacity buildout bet.
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Dell is the fastest-growing AI server hardware play: Q1 FY27 AI server revenue hit $16.1B (+757% YoY), with full-year AI server guidance raised to $60B. Scale and supply chain are the moat.
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The AI server assembly kingpin sits on roughly $39B in backlog — but it has to front the parts bill first. The demand is real; the razor-thin margins, heavy capex, and reliance on external financing are the risk.
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The #2 player in custom AI chips (ASICs) and optical interconnects — alongside Broadcom, the two firms control roughly 95% of the custom chip design market. The real question for Marvell's trillion-dollar narrative: can margins close the gap with Broadcom?
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With SpaceX pricing its IPO at a $1.77T valuation that tops Tesla's market cap, analysts estimate $5B–$10B in retail money is rotating out of TSLA into the new offering. JPMorgan just flipped from underweight to neutral with a $475 price target.
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Adobe posted record Q2 revenue of $6.62B, topped EPS estimates, and lifted its full-year outlook — but the after-hours selloff had nothing to do with the numbers. CFO Dan Durn is heading to Marvell, and that spooked the market.
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After the Philadelphia Semiconductor Index shed roughly 10% the prior week on Broadcom's underwhelming AI guidance, chip stocks staged a broad-based rally on June 11 — Lam Research surged ~12.7%, Micron ~11%, Intel 10%-plus, and AMD ~8%.