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Major Averages Close Broadly Lower as Investors Await CPI Report
The major averages closed broadly lower as reported progress in talks between Iran and Oman over maritime activity helped pull oil prices lower after Brent briefly approached $90 a barrel amid the latest U.S.-Iran tensions.Next up, investors await tomorrow's July CPI report, which will be particularly important following last week's unexpectedly weak July jobs report, with economists surveyed by Reuters expecting headline inflation to rise 3.4% year over year and core CPI to increase 2.5%.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiaannounced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKRtofor the buildout of AI infrastructureIntelincreased theto $20B in common stock from $15BRocket Lab USAreportedand launched a German subsidiaryCardinal Healthreportedand provided upbeat FY27 guidanceAlphabetCEO Sundar Pichai said over $1B people are2. WALL STREET CALLS:Boeingto Buy from Hold at ArgusTruistBest Buyon positive card reads into Q2 reportCitiAllstateto Sell on valuation, growth concernsUnder Armourto Underweight at BarclaysGapto Equal Weight at Barclays3. AROUND THE WEB:Jennifer Bailey, the longtime head of Pay and Wallet services, is retiring from Appleafter more than two decades at the company, Bloomberg reportsA judge is leaning towards sending Edison'sliability issue to a jury trial, Bloomberg saysACV Auctionsis exploring strategic alternatives, including a potential sale or strategic partnership, after receiving takeover interest and engaging financial advisers to conduct a review, Bloomberg reportsFlowers Foodswants to divest its baked goods business Tastykake and is working with investment bank RBCon the process, Reuters reportsAnthropic is meeting with potential investors hoping to build confidence in its planned IPO, offering assurances about its growth and strategies it plans to implement to address growing backlash against AI, WSJ says4. MOVERS:Quantum Corp.gains afterand providing guidance for Q2Fermiincreases after announcing aKopinand Sea Limitedhigher in New York afterOn Holdingsfalls afterand providing guidance for FY26OppFiand Upworklower after5. EARNINGS/GUIDANCE:Middleby, with EPS and revenue beating consensusTencent MusicAramarkand raised its outlook for FY26Smithfield Foodsand raised its outlook for FY26Janusand cut its guidance for FY26INDEXES:The Dow fell 184.13, or 0.34%, to 53,791.85, the Nasdaq lost 159.91, or 0.60%, to 26,445.45, and the S&P 500 declined 24.91, or 0.32%, to 7,728.20.
Major Averages Dip Slightly as Investors Await CPI Report
The major averages were a little lower near noon as traders digest another slate of corporate earnings and continue to weigh progress towards potentially reopening the Strait of Hormuz. Progress in talks between Iran and Oman over maritime activity has helped pull oil prices lower after Brent briefly approached $90 a barrel amid the latest U.S.-Iran tensions.Meanwhile, investors await the July CPI report, with economists surveyed by Reuters expecting headline inflation to rise 3.4% year over year and core CPI to increase 2.5%. The report will be particularly important following last week's unexpectedly weak July jobs report, which showed payrolls falling by 23,000 and prompted markets to sharply reduce expectations for a September Fed rate hike. A hotter-than-expected CPI reading could push those expectations back in the opposite direction.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiaannounced strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKRtofor the buildout of AI infrastructureIntelincreased the size of itsin common stock from $15BHims & Hersreportedbut provided an upbeat outlook for Q3 and FY26 revenueRocket Lab USAreportedand launched a German subsidiaryCardinal Healthreportedand provided upbeat FY27 guidance2. WALL STREET CALLS:Boeingto Buy from Hold at ArgusTruistBest Buyon positive card reads into Q2 reportCitiAllstateto Sell on valuation, growth concernsUnder Armourto Underweight at BarclaysGapto Equal Weight at Barclays3. AROUND THE WEB:Brazilian police have named two Goldman Sachsemployees as suspects in an alleged fraud tied to Oncoclinicas, alleging the bank concealed ownership details and transferred shares to Centaurus in a way that harmed minority shareholders, FT saysACV Auctionsis exploring strategic alternatives, including a potential sale or strategic partnership, after receiving takeover interest and engaging financial advisers to conduct a review, Bloomberg reportsAppleis still planning to launch iPhone Pro models next year that will make use of a new glassy look for the device's 20th anniversary, Bloomberg saysFlowers Foodswants to divest its baked goods business Tastykake and is working with investment bank RBCon the process, Reuters reportsAnthropic is meeting with potential investors hoping to build confidence in its planned IPO, offering assurances about its growth and strategies it plans to implement to address growing backlash against AI, WSJ says4. MOVERS:Quantum Corp.gains afterand providing guidance for Q2Fermiincreases after announcing a bindingKopin (KOPN) and Sea Limitedhigher in New York afterOn Holdings (ONON) falls afterand providing guidance for FY26OppFiand Upworklower after5. EARNINGS/GUIDANCE:Middleby, with EPS and revenue beating consensusTencent MusicAramarkand raised its outlook for FY26Smithfield Foodsand raised its outlook for FY26Janusand cut its guidance for FY26INDEXES:Near midday, the Dow was down 34.92, or 0.06%, to 53,941.06, the Nasdaq was down 96.21, or 0.36%, to 26,509.15, and the S&P 500 was down 10.44, or 0.13%, to 7,742.67.
Nvidia and Six Firms to Mobilize Over $500B for AI Infrastructure
Nvidia, six firms to mobilize over $500B of capital for AI infrastructure
Microsoft Plans to Significantly Ramp AI Chip Production Next Year
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.IN-HOUSE AI CHIPS:Microsoftplans to significantly ramp production of its next-generation in-house AI chips next year, aiming to win adoption from major cloud customers such as Anthropic despite slow uptake of the current-generation chips, The Information's Aaron Holmes and Qianer Liu, citing two people with direct knowledge of the plans.AI FINANCING DEAL:A consortium of major financial institutions is partnering with Nvidiaon a potential $500B financing effort for AI infrastructure, highlighting the enormous capital requirements of the data-center buildout and the growing role of private capital alongside Nvidia in funding it, The Financial Times' Antoine Gara, Michelle Chan, Eric Platt, Sujeet Indap, and George Hammond. The consortium includes Apollo, Blackstone, BlackRock'sGlobal Infrastructure Partners unit, Brookfield Asset Management, Goldman Sachs, and KKR, according to people briefed on the matter, who add that a deal could be announced as soon as Monday.PREMIUM SEATS:OpenAI is introducing Premium seats for ChatGPT Business. "Premium gives your most active teammates 5x more usage than Standard seats and removes the five-hour usage limit, so they can take on larger projects and work with fewer interruptions-all within the same secure Business workspace," the company explains. Premium seats cost $125 per user per month, or $100 per user per month when billed annually. Standard seats remain $25 per user per month, or $20 per user per month when billed annually. Users can mix both seat types in the same workspace and choose the right option for each person on the team. For a limited time, eligible workspace owners who sign up early will receive $100 worth of workspace credits for every Premium seat they add, up to $500 for five seats. Some customers may also receive early access before Premium becomes generally available, as a bonus for signing up now.BUY SANDISK:Argus upgraded SanDiskto Buy from Hold. The company reported sharply-above consensus results in Q4 and is seeing accelerating momentum in data center, driven by AI infrastructure investments as well as solid-state drive and enterprise solutions, the firm tells investors in a research note. Argus adds the $500 pullback from its coverage launch price and accelerated financial momentum creates a compelling price point.MUSE GLIMMER:Metaintroduced Muse Glimmer, the next model from Meta Superintelligence Labs, and open sourcing the model weights under a permissive Apache 2.0 license. "Muse Glimmer is a 30-billion-parameter model optimized for always-on local agent workflows," the company said. "It's small enough to run on a Mac or PC with a single consumer GPU, enabling use cases that range from local agents and function calling, to local coding, and LLM-as-a-judge evaluation. Muse Glimmer delivers strong performance on key agentic use cases and benchmarks compared with leading models in its size category. Foundation models have achieved remarkable capabilities across reasoning, code generation, and tool use - yet most deployments still depend on cloud infrastructure and network access. Running models locally enables you to use AI anywhere, anytime, with or without an internet connection. This is increasingly viable: the open source community has shown that smaller models, when trained effectively, can approach frontier-level performance on targeted tasks. Muse Glimmer is optimized for these local use cases. Keeping with our long tradition of sharing fundamental AI research, we're releasing Muse Glimmer open weights today on Hugging Face, along with developer documentation to help you start building and running your own agents. Muse Glimmer is built to work with the tools developers already use. Optimized integrations on llama.cpp, MLX, and ExecuTorch will land in the coming days, so you can go from download to working agent in minutes."RESY RESERVATIONS:Resy has announced the launch of Resy reservation availability and booking in ChatGPT, which allows ChatGPT's users to discover and book U.S. Resy restaurants without ever leaving ChatGPT. "This partnership is another step in American Express' strategy to deliver AI-powered experiences for Card Members and extend access to unique assets like Resy through leading AI platforms," the company explains. When users ask ChatGPT for dining recommendations they'll see a list of restaurant suggestions surfaced by ChatGPT, along with real-time reservation availability directly beneath each venue. Users can compare options, refine their search by time, party size, cuisine or price, and select a reservation time without leaving the conversation. Once a time is selected at a Resy restaurant, diners can enter their details and confirm their reservation with Resy in ChatGPT. Of note, Resy is a digital dining platform with the full backing of American Express.
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