AI Infra Bets, Inflation Data to Guide the Fed This Week
TL;DR Summary
Two big tests shape the week: inflation data (CPI on Wednesday and PPI on Thursday) to gauge pricing pressure and Fed policy paths, and AI-infrastructure bellwethers Nebius NBIS, CoreWeave CRWV, and Cerebras CBRS to gauge AI capex momentum. With CAVA Group and Applied Materials reporting and ongoing questions about Fed independence amid rising yields, markets will swing on any inflation surprise or stronger AI spending signals.
- 2 key checks on AI infrastructure and inflation: What to watch this week Yahoo Finance
- US CPI to Show Inflationary Pressures Cooling Some Bloomberg.com
- Wall St Week Ahead Inflation data to test record-setting US stocks, Fed rate views Reuters
- Why the upcoming CPI report is a bigger event than last week’s jobs data Investing.com
- Week Ahead for FX, Bonds: U.S. Inflation Data in Focus WSJ
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