invest1 distinct publisher
A twenty-point jump in September hike odds reprices the AI trade the earnings just validated
Nvidia, Salesforce and CrowdStrike all beat, and software repriced by a fifth in one session on the argument that AI capex is additive. Then Warsh moved the odds of a September hike to 55% and the tape barely blinked.
Publishers:cnbc.com
Reality
- Evidence57
- Adoption68
- Hype gap+31
- Incentives84