Markets are shifting fast
๐จ US PCE inflation is rising again, reducing the chances of interest rate cuts anytime soonโฆ At the same time, major tech companies like Intel, CoreWeave, ServiceNow, and Salesforce are racing to dominate the AI revolution ๐ค
๐ Whatโs happening right now:
* Inflation is climbing due to energy prices and geopolitical tensions
* CoreWeave lands a massive $21B deal with Meta
* Intel teams up with Google to power next-gen AI infrastructure
* ServiceNow makes AI a standard feature across all its products
* Salesforce hits a 52-week low despite strong analyst optimism
๐ก The bottom line:
The market is caught between inflation pressure and AI opportunityโฆ and the winners will be those who can balance both.