Markets are shifting fast
đ¨ US PCE inflation is rising again, reducing the chances of interest rate cuts anytime soonâĻ At the same time, major tech companies like Intel, CoreWeave, ServiceNow, and Salesforce are racing to dominate the AI revolution đ¤
đ Whatâs 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
đĄ The bottom line:
The market is caught between inflation pressure and AI opportunityâĻ and the winners will be those who can balance both.