Markets are shifting fast
đš US PCE inflation is rising again, reducing the chances of interest rate cuts anytime soon⊠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 opportunity⊠and the winners will be those who can balance both.