🚨 CPI Is Tomorrow—But AI Infrastructure Just Sent a Bigger Signal
Wall Street finished lower Tuesday as investors refused to make a major bet before Wednesday’s inflation report. The S&P 500 fell 0.3%, the Nasdaq lost 0.6%, and the Dow slipped 184 points. Amazon and Alphabet were among the notable mega-cap losers, while energy stocks benefited from Brent crude holding close to $89 per barrel. But Tuesday’s index moves were not the most useful signal. After the bell, three companies sitting directly inside the AI infrastructure chain—CoreWeave, Supermicro...