🧠 Big week: CPI Wednesday, SMCI + CoreWeave earnings — S&P 500 at record 7,766
Futures are flat-to-mixed Monday morning as traders set up for the week that could define the next Fed move. July CPI drops Wednesday (consensus: +3.4% YoY, core +2.5%), and a soft print could push September rate-hike odds even lower — they already fell from 67% to 44% after last week's surprise jobs contraction. Earnings-wise, CoreWeave $CRWV, Super Micro Computer $SMCI, and Cisco $CSCO all report this week. Last week showed how AI names can pop — Atlassian $TEAM surged 29% and Twilio $TWLO jumped 16% after beats. Can the momentum hold? Not financial advice.
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