Nvidia, AMD and Intel stocks rally despite hot CPI: what changed overnight?

Impact · against what's priced in

CoreWeave's growing backlog provides concrete evidence for the AI demand trajectories that the market has previously treated with skepticism, particularly for Nvidia and AMD. However, these gains are partially offset by hotter CPI data, which increases the discount rate for these growth multiples and heightens the risk for highly leveraged AI infrastructure partners.

NVDA+0.40: Challenges what's priced in
The price assumes

Nvidia, AMD and Intel stocks rally despite hot CPI: what changed overnight?

What matters in this story

5 Things Investors Need to Know About Wednesday's Markets

Nvidia, AMD and Intel stocks rally despite hot CPI: what changed overnight?

What matters in this story

5 Things Investors Need to Know About Wednesday's Markets

How each ticker is affected

Connected tickers

Track these names every morning.

Euro Falls to 18-Month Low Against Dollar on Fed Rate-Hike Bets

IWMI: A Winner During A Hawkish Fed, Strong Economy Balance

Micron and other AI stocks surge as CoreWeave calms Wall Street's worst fears

Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes

Nvidia, AMD and Intel stocks rally despite hot CPI: what changed overnight?

What matters in this story

Next reads from the same story arc

5 Things Investors Need to Know About Wednesday's Markets

Nvidia, AMD and Intel stocks rally despite hot CPI: what changed overnight?

What matters in this story

Next reads from the same story arc

5 Things Investors Need to Know About Wednesday's Markets

How each ticker is affected

Connected tickers

Track these names every morning.

Euro Falls to 18-Month Low Against Dollar on Fed Rate-Hike Bets

IWMI: A Winner During A Hawkish Fed, Strong Economy Balance

Micron and other AI stocks surge as CoreWeave calms Wall Street's worst fears

Fed's Goolsbee calls inflation report 'borderline disturbing' as central bank weighs more hikes