logo
    • Buy Crypto
    • Markets
    • Futures
    • Spot
    • Earn
    • Affiliates & AI
    • More
    1. WEEX
    2. Crypto News
    3. Wall Street Morning Briefing: CPI and PPI Both Cool Down, S&P Hits New High, SanDisk and Workday Propel Storage and Software, Optical Communication Faces Profit-Taking

    Wall Street Morning Briefing: CPI and PPI Both Cool Down, S&P Hits New High, SanDisk and Workday Propel Storage and Software, Optical Communication Faces Profit-Taking

    By: rootdata|2026/08/14 04:31:00
    0
    Share
    copy
    Prefer us on GooglePrefer us on Google
    INDEXINDEX
    00.00%--
    TENCENTTENCENT
    00.00%--
    NOWNOW
    00.00%--
    METAMETA
    00.00%--
     

    Every Monday to Friday morning, we focus on macroeconomics, US stocks, AI, precious metals, and crude oil, reviewing the market with data and seizing opportunities with trends, produced by PANews.

    Inflation Eases but Long-Term Warnings Persist, Drone Tariffs Take Effect

    Last night, all three major US stock indices rose, with the S&P 500 up 0.65%, setting a new record for closing; the Nasdaq rose 0.81%, and the Dow Jones increased by 0.13%. The gains were heavily concentrated in technology and semiconductors, with limited market breadth, as traders clearly increased their positions in growth stocks amid the narrative of "cooling inflation + falling oil prices."

    July PPI fell from 5.5% in June to 4.7% year-on-year, remaining flat month-on-month, both better than expected. Following the earlier mild CPI, the money market quickly raised the probability of maintaining interest rates in September to around 65%, and the pricing for a full rate hike this year has significantly decreased. The yield on the 10-year US Treasury bond fell about 5 basis points to 4.65%, indicating a clear rebound in risk appetite.

    • Cleveland Fed President Harker stated on Thursday that "we must raise rates now," noting that the recent slowdown in CPI and PPI is insufficient to confirm a trend change, and risks of economic overheating, private credit, and financial bubbles in the AI sector are rising.

    • Former Dallas Fed President and Goldman Sachs Vice Chairman Kaplan called for an open stance, pointing out that inflation and deflation are "intertwined," and unless oil prices are pushed higher by conflicts, "there won't even be a discussion about rate hikes."

    • Bank of America remains the most hawkish, reiterating that there will be three rate hikes this year, the first in September, diverging completely from the market and the "super hawks."

    However, traders need to be wary of a trap: the short end is trading PPI, while the long end is trading fiscal policy. The auction yield for 30-year US Treasury bonds reached 5.216%, the highest since 2001; the issuance yield for 10-year bonds the previous day also hit 4.683%, the highest since 2007.

    Demand for long bonds has not collapsed, but the structure has clearly deteriorated. The indirect bidding ratio for 30-year bonds fell from 77.7% in July to 66.8%, with primary dealers being forced to take on a larger share. This indicates a decline in the willingness of overseas and ultimate investors to absorb, and fiscal supply is demanding a higher term premium.

    Allspring's global fixed income portfolio manager Stanczyk warned that if investors continue to demand higher compensation for inflation and fiscal risks, long-term yields could break above 5% again; Barclays noted that the market's reliance on price-sensitive buyers is increasing, requiring higher yields to absorb supply. Additionally, Fitch maintained the US AA+ rating but warned that the fiscal deficit will widen by 2026 due to tax cuts and tariff refunds, with interest expenses for this fiscal year already reaching $1.17 trillion, a 15% year-on-year increase. The 30-year fixed mortgage rate has risen to 6.69%, the highest since July 2025.

    Crude oil has entered a downward mode, with WTI falling about 2.5%, briefly dipping below $80. The IEA and OPEC have both lowered demand forecasts, and while the situation in Iran remains tense, it has not escalated further; the Houthi drone attack on Saudi Arabia's Jizan refinery only caused a brief spike. CIBC energy trader Rebecca Babin believes that it currently resembles buyers temporarily halting their chase for higher prices rather than a genuine shift to bearish; Bank of America also cautioned that unless geopolitical conditions improve, a rapid decline in oil prices is unlikely, and if inventories run out, volatility will sharply increase. The diesel crack spread is approaching $100 per barrel, and the refined oil market remains extremely tight.

    Trump signed a proclamation imposing tariffs of 10% to 100% on imported drones and components, citing national security: 100% on those weighing over 25 kg or with highly sensitive specifications such as thermal imaging, 25% on smaller specifications, 15% for the EU, Japan, and South Korea, and 10% for the UK, with the main tax rate taking effect 21 days later.

    Internal Redistribution in AI, Storage and Software Surge, Optical Communication Faces Sell-Off

    Last night, storage and AI application software became the strongest sectors, while optical communication and some hardware faced profit-taking.

    The biggest narrative driver in US stocks came from storage giant SanDisk, which during its 2026 Investor Day projected that the total addressable market (TAM) for enterprise data center flash memory would reach 1.2ZB by 2030, with mid-to-high double-digit revenue growth from fiscal years 2028-2030, a non-GAAP gross margin of about 80%, and an adjusted free cash flow profit margin of about 50%. The company also promised to return 100% of remaining cash after business investments to shareholders, with long-term contracts covering about two-thirds of shipments for fiscal year 2028, leading the market to reprice NAND from a cyclical commodity to AI inference infrastructure.

    SanDisk surged over 18% at one point, closing up 13.67%, boosting Western Digital by 7.31%, SK Hynix by 7.29%, Seagate by 4.91%, and Micron by 4.23%, with the Roundhill Storage ETF rising 3.89%. Meta announced its membership in the High Bandwidth Flash Memory Open Standard Alliance, further confirming that the industry ecosystem is forming.

    The AI software sector also saw event-driven gains, with Workday soaring 30% at one point due to news of negotiations for acquisition by private equity giant Silver Lake, closing up 17.78%. Workday had previously been a typical victim under the narrative of "AI disrupting SaaS," having fallen 18% this year, with co-founder Aneel Bhusri firmly countering that "no amount of Vibe Coding can produce an HR system."

    However, there was significant internal differentiation in AI hardware, with the optical communication sector that had surged the previous day collectively selling off, Coherent down 7.99%, AAOI down 5.79%, Lumentum down 5.58%, and Corning down 5.32%; Cisco, despite reporting record Q4 revenue of $17.3 billion and EPS of $1.22, both exceeding expectations, saw its stock price drop 8.40%, as market concerns over profit margins overshadowed the results; Cerebras fell 18% at one point due to quarterly revenue missing expectations.

    At the AI model level, Google released a stronger and cheaper Gemini 3.7 Flash model, targeting programming and complex tasks, but the market remains concerned about the delayed release of its flagship model, Gemini 3.5 Pro. OpenAI continues to be at the center of the IPO narrative, with its annual revenue surpassing $40 billion, roughly doubling by the end of 2025, but the chief revenue officer left less than a year after joining, becoming the second core executive to depart this week, casting a shadow of governance and execution risk over the potential IPO. Competitor Anthropic reportedly has annual revenue exceeding $47 billion and may rush to IPO this fall. While the financing window for the AI industry has opened, investors will also scrutinize revenue quality, loss scale, computing costs, and management stability more rigorously.

    Specific Project Actions and Stock Price Fluctuations:

    • SanDisk closed up 13.67%: The long-term guidance from Investor Day ignited the AI inference storage logic, surging nearly 18% at one point. Related storage sectors surged: Western Digital up 7.31%, SK Hynix up 7.29%, Seagate up 4.91%, Micron up 4.23%, and Roundhill Storage ETF (DRAM) up 3.89%.

    • Workday closed up 17.78%, soaring 30% at one point: Reuters reported that private equity giant Silver Lake has been in negotiations for months to acquire this enterprise software company. The AI application software sector collectively surged: Cloudflare up 6.22%, Palantir up 4.66%, Adobe up 4.54%, ServiceNow up 4.16%, and iShares Technology Software ETF up over 3%.

    • Cisco closed down 8.40%: Q4 revenue of $17.3 billion, up 18% year-on-year, and EPS of $1.22, up 23% year-on-year, both exceeded expectations, with AI infrastructure orders reaching $4 billion in a single quarter, but the market expressed concerns about profit margin prospects, and optimistic revenue expectations failed to meet investors' high hopes.

    • Optical communication fell, with the previously surging Coherent down 7.99%, AAOI down 5.79%, Lumentum down 5.58%, and Corning down 5.32%.

    • SpaceX retraced, down 3.33%: Documents show that as of June 30, Musk held approximately 48.4% of passive equity in SpaceX; the Canada Pension Plan Investment Board disclosed holding 100,000 shares of SpaceX, and the Ontario Teachers' Pension Plan held about 50.7 million shares, valued at approximately $8.7 billion.

    • Applied Materials fell 2.48%, continuing to drop over 5% after hours: Q3 revenue of $9.12 billion, up 25% year-on-year, and adjusted EPS of $3.50 exceeded expectations, with Q4 guidance also better than expected, and the CFO emphasized strong demand for DRAM, advanced foundry, and advanced packaging.

    • Reddit closed up 3.04%, surging over 12% after hours; S&P Dow Jones Indices announced that Reddit will officially be included in the S&P 500 index before the market opens on August 18. Since its listing in March 2024, Reddit has seen revenue growth exceeding 60% for eight consecutive quarters and has reached multi-million dollar AI data licensing agreements with OpenAI and Google. However, due to investor expectations for more AI data transactions, its stock price had previously accumulated a decline of about 31% this year.

    • JD.com fell 7.31% after earnings, with Chinese concept stocks overall under pressure, the Nasdaq Golden Dragon China Index down 1.84%, Pinduoduo down 5.46%, and Alibaba down 2.44%; however, Global Data rose 6.20%, and Tencent Music rose 2.36%.

    • Tesla rose 3.8%, leading the tech giants: Meta up 2.78%, Apple up 1.00%, Microsoft up 0.90%, Nvidia up 0.54%, Google up about 0.46%, and Amazon down 0.80%.

    What to Watch Next:

    • August 14, 20:30 US July Retail Sales: If retail sales exceed expectations, the market will re-trade the narrative of "consumption not collapsing, inflation resilient," which may lead to a rebound in US Treasury yields, putting pressure on growth stock valuations; if the data shows significant weakness, it may strengthen expectations for the Fed to pause, but could also raise concerns about "the economy is deteriorating," benefiting bonds and defensive stocks while suppressing cyclical and consumer stocks.

    • August 14, 22:00 US Michigan University Consumer Sentiment Index preliminary value and inflation expectations: Traders will closely monitor one-year and long-term inflation expectations. If inflation expectations continue to decline, it will support the "Fed pausing in September" trade; if expectations rebound, especially in the context of oil prices and tariffs, hawkish officials like Harker will regain market pricing for rate hikes.

    • August 18 Reddit officially included in the S&P 500 index: Reddit will enter the S&P 500 index before the market opens on August 18, and passive buying from index funds may provide short-term technical support. The market will then test whether its AI data licensing revenue can continue to expand; otherwise, the gains after being included in the index may turn into a profit-taking window.

    -- Price

    --

    This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.

    You may also like

    Sports Betting and Predictive Markets: The New Retirement Plan for Youth

    Sports Betting and Predictive Markets: The New Retirement Plan for Youth

    Google Allows Removal of Visible Watermarks on AI-Generated Content

    Google Allows Removal of Visible Watermarks on AI-Generated Content

    Bitcoin, Capitals, Energy: Now AI is Everyone's Niche

    Bitcoin, Capitals, Energy: Now AI is Everyone's Niche

    Energy Stocks and Bonds: The Best Investments in the Sector in July

    Energy Stocks and Bonds: The Best Investments in the Sector in July

    Argentine energy stocks closed July with mostly increases in dollars, driven by the rebound in oil prices. YPF led the monthly performance, Vista was the best annual performer, and Vista's dollar-linked bonds offered the highest yields in the surveyed panel.
    P2P.org lets Arkis clients trade against staked assets

    P2P.org lets Arkis clients trade against staked assets

    The $1.74m crypto win proves whales are moving into entertainment

    The $1.74m crypto win proves whales are moving into entertainment

    303 Gigawatts Agreement, AI Power Grid Verification Underway

    303 Gigawatts Agreement, AI Power Grid Verification Underway

    The surge in power requests from AI data centers in the United States has initiated a process to filter the actual amounts that will be connected and operational on the power grid.
    AI cannot bear liability for losing trades, responsibility follows delegation: Brickken CEO

    AI cannot bear liability for losing trades, responsibility follows delegation: Brickken CEO

    Web3: Tesla Bull Ross Gerber No Longer Takes Bitcoin Seriously

    Web3: Tesla Bull Ross Gerber No Longer Takes Bitcoin Seriously

    French AI Startup Kog Bets on Software to Accelerate GPU Inference

    French AI Startup Kog Bets on Software to Accelerate GPU Inference

    How Dalio Made a Name for Bridgewater with McDonald's Chicken Nuggets Project

    How Dalio Made a Name for Bridgewater with McDonald's Chicken Nuggets Project

    Digital money needs interoperable settlement rails, Lynq CEO says

    Digital money needs interoperable settlement rails, Lynq CEO says

    Bill Ackman's Bet: Selected Stocks to Boost Returns

    Bill Ackman's Bet: Selected Stocks to Boost Returns

    The strategy behind the purchases combines two factors: high-quality companies and stocks punished by the market.
    Is Traditional Banking Prepared to Defend Against AI?

    Is Traditional Banking Prepared to Defend Against AI?

    AI Data Centers Betting on Natural Gas Face Cost Backlash

    AI Data Centers Betting on Natural Gas Face Cost Backlash

    Current Status of Web3 Projects: 200 Projects Cease Updates Monthly, Only 70 New Ones Added

    Current Status of Web3 Projects: 200 Projects Cease Updates Monthly, Only 70 New Ones Added

    The crypto industry has never lacked periodic booms and busts. Death is a part of the life cycle and a catalyst for ecological iteration.
    US Gas Hub Price Forecast at $10, AI Power Costs Rising?

    US Gas Hub Price Forecast at $10, AI Power Costs Rising?

    Some natural gas hub prices in the US could triple if AI data center power demand coincides with increased LNG exports. The trend of hyperscalers using natural gas for AI infrastructure has sparked a cost burden debate.
    Labor Lawsuits Increase with Nearly 138,000 Projected for This Year

    Labor Lawsuits Increase with Nearly 138,000 Projected for This Year

    The Union of Workers' Risk Insurers reported that in the first seven months of the year, 72,525 new claims accumulated across the country. The entity warned that the rate of incoming claims remains at elevated levels.
    AI Storage Recovery Drives South Korean Stock Market Rebound

    AI Storage Recovery Drives South Korean Stock Market Rebound

    Rebellious AI Agents Hack Systems and Trigger Alarms in Silicon Valley

    Rebellious AI Agents Hack Systems and Trigger Alarms in Silicon Valley

    A wave of hacks led by AI agents acting on their own, without human orders, has triggered alarms in the world's leading laboratories. From OpenAI to Moonshot, models are escaping, lying, and wreaking havoc, while industry employees call for a halt to development and Congress rushes to legislate.
    WEEX TradFi Trading Fest Season 4: Trade Gold & Stocks to Share a $100K Prize Pool

    WEEX TradFi Trading Fest Season 4: Trade Gold & Stocks to Share a $100K Prize Pool

    WEEX launches Season 4 of its TradFi Trading Fest from August 13 to 31, 2026 — its biggest edition yet, featuring stacked onboarding bonuses, first-trade protection, free VIP tiers, and a $100,000 combined prize pool for gold, stock, and index futures traders.

    Bitrue Launches AI Copilot That Explains the ‘Why’ for XRP and Crypto Trades

    Bitrue Launches AI Copilot That Explains the ‘Why’ for XRP and Crypto Trades

    Crypto tax calculators to consider in 2024

    Crypto tax calculators to consider in 2024

    The 5 Most Important Habits for the Future in the Age of AI

    The 5 Most Important Habits for the Future in the Age of AI

    Without Separate Items and with Delays: How Missile Strikes on Retail Supply Chains Will Affect Store Assortments

    Without Separate Items and with Delays: How Missile Strikes on Retail Supply Chains Will Affect Store Assortments

    Foreign Media: Anthropic's IPO Valuation May Reach $2 Trillion

    Foreign Media: Anthropic's IPO Valuation May Reach $2 Trillion

    RWA: London Prepares Regulatory Framework for Gold Tokenization

    RWA: London Prepares Regulatory Framework for Gold Tokenization

    London is preparing a regulatory framework for tokenized gold to defend its 70% share of the global market against Asian competition.
    40 Days After MiCA: What Europe’s Crypto Market Looks Like

    40 Days After MiCA: What Europe’s Crypto Market Looks Like

    Bitcoin Short-Term Turbulence? No Worries! Grayscale Reveals '3 Major Positives': The Crypto Market is Heading Towards 'Institutionalization'

    Bitcoin Short-Term Turbulence? No Worries! Grayscale Reveals '3 Major Positives': The Crypto Market is Heading Towards 'Institutionalization'

    Norway sovereign wealth fund sees indirect bitcoin exposure hit all-time high, with Strategy accounting for 86%: K33

    Norway sovereign wealth fund sees indirect bitcoin exposure hit all-time high, with Strategy accounting for 86%: K33

    Sports Betting and Predictive Markets: The New Retirement Plan for Youth

    Google Allows Removal of Visible Watermarks on AI-Generated Content

    Bitcoin, Capitals, Energy: Now AI is Everyone's Niche

    Energy Stocks and Bonds: The Best Investments in the Sector in July

    Argentine energy stocks closed July with mostly increases in dollars, driven by the rebound in oil prices. YPF led the monthly performance, Vista was the best annual performer, and Vista's dollar-linked bonds offered the highest yields in the surveyed panel.

    P2P.org lets Arkis clients trade against staked assets

    The $1.74m crypto win proves whales are moving into entertainment

    ...
    Invite friends, get rewards
    Invite to get up to $160 + 40% commission
    Invite friends, get rewardsInvite

    Contents

    INDEX

    Latest articles

    2026/08/14

    WEEX TradFi Trading Fest Season 4: Trade Gold & Stocks to Share a $100K Prize Pool

    WEEX launches Season 4 of its TradFi Trading Fest from August 13 to 31, 2026 — its biggest edition yet, featuring stacked onboarding bonuses, first-trade protection, free VIP tiers, and a $100,000 combined prize pool for gold, stock, and index futures traders.

    INDEXINDEX
    00.00%--
    SPOTSPOT
    00.00%--
    SPACESPACE
    00.00%--
    2026/08/14

    Uncle Cholo warns of impending dollar disaster, predicts 80% drop in S&P 500 by 2030

    INDEXINDEX
    00.00%--
    FASTFAST
    00.00%--
    NOWNOW
    00.00%--
    BASEDBASED
    00.00%--
    2026/08/14

    Wall Street Morning Briefing: CPI and PPI Both Cool Down, S&P Hits New High, SanDisk and Workday Propel Storage and Software, Optical Communication Faces Profit-Taking

    INDEXINDEX
    00.00%--
    TENCENTTENCENT
    00.00%--
    NOWNOW
    00.00%--
    METAMETA
    00.00%--
    2026/08/13

    UK GDP and Earnings Pressure European Markets

    INDEXINDEX
    00.00%--
    SPACESPACE
    00.00%--
    BANKBANK
    00.00%--
    2026/08/13

    Advance or Retreat: The Dilemma of Signals Facing Investors on Wall Street

    On one hand, Bank of America warns of market euphoria, reaching five-year highs in its Bull & Bear index. On the other hand, a trend lasting over a hundred years anticipates the beginning of a markedly bullish phase.
    INDEXINDEX
    00.00%--
    BASEDBASED
    00.00%--
    More

    Latest coin listings on WEEX

    logoCommunity
    iconiconiconiconiconiconicon
    Customer Support:@weikecs
    Business Cooperation:@weikecs
    Quant Trading & MM:bd@weex.com
    VIP Program:support@weex.com
    • About Us
    • Announcement Center
    • Media Kit
    • WEEX Community
    • WXT Zone
    • Announcement
    • Legal Statement
    • Risk Disclosure
    • Terms and Policies
    • Privacy Policy
    • Whistleblower Notice
    • AML/CTF Policy
    • Law Enforcement
    • User Guide
    • Product Launches
    • Crypto News
    • Product Launches
    • Crypto Wiki
    • Learn
    • Q&A
    • Spot
    • Futures
    • Glossary
    • VIP Program
    • Download
    • Affiliate
    • Protection Fund
    • Proof of Reserves
    • Sitemap
    • ETFs
    • Crypto Prices
    • Price Predictions
    • WXT Price
    • BTC Price
    • ETH Price
    • DOGE Price
    • How to Buy Crypto
    • How to Buy WXT
    • How to Buy BTC
    • How to Buy ETH
    • How to Buy DOGE
    • Help Center
    • Fee Schedule
    • Trading Rules
    • WEEX Academy
    • Contact Verifier
    • Submit Feedback
    • About Us
    • Announcement Center
    • Media Kit
    • WEEX Community
    • WXT Zone
    • Announcement
    • Help Center
    • Fee Schedule
    • Trading Rules
    • WEEX Academy
    • Contact Verifier
    • Submit Feedback
    • Customer Support Bot
    • VIP Services
    • Legal Statement
    • Risk Disclosure
    • Terms and Policies
    • Privacy Policy
    • Whistleblower Notice
    • AML/CTF Policy
    • Law Enforcement
    • Proof of Reserves
    • Invite Friends
    • OTC
    • Download
    • Affiliate
    • VIP Program
    • API
    • Broker
    • Listing Application
    • Affiliate T&C
    • Sitemap
    • Futures
    • Spot
    • Copy Trade
    • Markets
    • WEEX Store
    • User Guide
    • Product Launches
    • Crypto News
    • Product Launches
    • Crypto Wiki
    • Learn
    • Q&A
    • Spot
    • Futures
    • Glossary
    • VIP Program
    • Download
    • Affiliate
    • Protection Fund
    • Proof of Reserves
    • Sitemap
    • ETFs
    • Crypto Prices
    • Price Predictions
    • WXT Price
    • BTC Price
    • ETH Price
    • DOGE Price
    • How to Buy Crypto
    • How to Buy WXT
    • How to Buy BTC
    • How to Buy ETH
    • How to Buy DOGE
    • About Us
    • Announcement Center
    • Media Kit
    • WEEX Community
    • WXT Zone
    • Announcement
    • Help Center
    • Fee Schedule
    • Trading Rules
    • WEEX Academy
    • Contact Verifier
    • Submit Feedback
    • Legal Statement
    • Risk Disclosure
    • Terms and Policies
    • Privacy Policy
    • Whistleblower Notice
    • AML/CTF Policy
    • Law Enforcement
    • Customer Support Bot
    • VIP Services
    • Futures
    • Spot
    • Copy Trade
    • Markets
    • WEEX Store
    • Proof of Reserves
    • Invite Friends
    • OTC
    • Download
    • Affiliate
    • VIP Program
    • API
    • Broker
    • Listing Application
    • Affiliate T&C
    • Sitemap
    • User Guide
    • Product Launches
    • Crypto News
    • Product Launches
    • Crypto Wiki
    • Learn
    • Q&A
    • Spot
    • Futures
    • Glossary
    • VIP Program
    • Download
    • Affiliate
    • Protection Fund
    • Proof of Reserves
    • Sitemap
    • ETFs
    • Crypto Prices
    • Price Predictions
    • WXT Price
    • BTC Price
    • ETH Price
    • DOGE Price
    • How to Buy Crypto
    • How to Buy WXT
    • How to Buy BTC
    • How to Buy ETH
    • How to Buy DOGE

    Where new wealth is made

    Download app

    Sign Up
    h5 logo
    Download