Inflation expected to stay sticky as Fed readies rate cut

🤖 Why Broadcom’s stock led the chip sector’s rally on Wednesday

Oracle Corp. is predicting huge growth in its cloud business for many years out, and Wall Street is taking those numbers as a signal that the artificial-intelligence frenzy is alive and well. That excitement lifted semiconductor stocks on Wednesday.

But one stock just posted gains above the rest - and its performance could reflect more than just residual Oracle enthusiasm. Broadcom Inc. disclosed on Tuesday that its chief executive was in line for a big bonus - provided he can help the company crush its targets for AI business. The stock rose nearly 10% on Wednesday. MarketWatch reports.


📊 Broad US price increases expected in August amid tariff pass-through

U.S. consumer inflation likely picked up in August as the cost of gasoline rose and tariffs on imports raised some goods prices, but the pace of increase would probably not be strong enough to derail a much-anticipated interest rate cut from the Federal Reserve next week.

The Consumer Price Index report from the Labor Department's Bureau of Labor Statistics on Thursday could still fan concerns of stagflation following recent downbeat news on the labor market.

The pass-through from President Donald Trump's sweeping tariffs has so far been gradual, but economists expected that could soon change. They noted businesses had depleted their pre-tariff inventory. Business surveys have for some time been signaling imminent price increases. Reuters reports.


💵 Oracle marches toward $1 trillion club; tech stocks cheer

Oracle's shares rose on Thursday, adding to a record run in the previous session and lifting stocks across the tech sector, as the company inches closer to the coveted trillion-dollar club on soaring gains from its AI cloud business.

The enterprise software maker's remarkable rise, fueled by a cloud deals, puts the spotlight on the scramble for computing power from companies that are pouring billions to become leaders in the AI race.

The stock's gains also put Oracle co-founder Larry Ellison on course to beat Elon Musk as the world's richest man. Reuters reports.


⭐ After SpaceX and AT&T deals, EchoStar could be set for another wireless spectrum windfall

Satellite and wireless company EchoStar Corp. has clinched multibillion-dollar deals to sell wireless spectrum to SpaceX and AT&T Inc. recently, but still has plenty more valuable assets to sell, analysts say.

“EchoStar still owns the highly lucrative 700 and AWS-3 spectrum, in which we note that all three wireless carriers have a robust ecosystem,” TD Cowen analyst Gregory Williams wrote in a note earlier this week. MarketWatch reports.


🏛️ Analysis-US dollar bears think record slide may resume after recent pause

The U.S. dollar has steadied since a record slide earlier this year, but many currency market players still view the greenback as locked in a bearish trend and are bracing themselves for further losses.

The dollar index fell about 11% in the six months through June in one of its steepest declines on record.

The greenback has steadied in recent weeks along with a sharp pullback in bearish futures bets. As of last week, speculators’ net short dollar position was at $5.7 billion, near the smallest since mid-April. That was down sharply from about $21 billion in late June, CFTC data show. Yahoo Finance reports.


🚙 Nio’s stock dives as EV maker raises $1 billion at shareholders’ expense

Shares of Nio Inc. took a dive Wednesday after the China-based electric-vehicle maker sold $1 billion worth of stock to the public in an effort to raise money so it can develop new models amid struggling sales figures.

Nio’s stock sank 8.9% on Wednesday, for its biggest one-day decline since it slid 10.2% on Dec. 20, 2023. MarketWatch reports.

*Estimate and Actual numbers represent Earnings Per Share in US Dollars



ADBE: Adobe
Q3 2025
After Market Close
Estimate: 4.790
Actual: N/A


KR: Kroger
Q2 2025
Before Market Open
Estimate: 1.000
Actual: N/A


KALV: KalVista Pharma
Q1 2026
Before Market Open
Estimate: -0.940
Actual: N/A

"The most contrarian thing of all is not to oppose the crowd but to think for yourself."

- Peter Thiel

Sourced in: “Investopedia”.

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