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PPI Cools, Banks Deliver, and AI Faces Its Next Big Test

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ticker lesson

Breakdown

0:00lesson

Inflation data and Fed outlook

  • PPI confirmed CPI relief
  • Headline PPI -0.3% vs no change
  • Core PPI 0.2% vs expected 0.4%
  • Annual PPI 5.5%, core 4.7%
  • Reduced risk of margin pressure
1:53lesson

Bank earnings and volatility

  • Banks monetize volatility
  • JP Morgan 21.2B, Goldman 20.98/share
  • Morgan Stanley 6.3B trading revenue
  • Quality over headline beats
  • Scrutiny on expenses and loan losses
1:54lesson

AI hardware confirmation

  • ASML earnings signal hardware demand
  • TSMC results test AI stack
  • Focus on orders/margins/capacity
  • Memory stock volatility concerns
  • Hyperscaler pricing power scrutiny

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