AI Earnings Boost Stock Futures; CPI Data Looms | Bloomberg Brief 08/12/2026
CoreWeave and Super Micro push US stock futures higher as strong forecasts reinvigorate AI trade. Markets await key CPI data for a read on inflation. The IEA raises concerns about global oil inventories as the US and Iran harden their stances on the Strait of Hormuz. Andrew Hollenhorst of Citi looks ahead to the CPI data and its impact on the Fed’s policy discussion.
Chapters:
00:00:00 – Bloomberg Brief Begins, Opening Headlines
00:00:43 – Global Market Check
00:02:03 – European Markets & French Bonds
00:03:10 – US Markets Ahead of CPI
00:04:17 – First Look Movers: CoreWeave, Super Micro & AI Stocks
00:05:26 – AI Boom & Tech Earnings, Tencent Earnings & China AI, Cognition AI’s $40 Billion Valuation
00:10:17 – CPI Preview & Treasury Market Reaction
00:13:28 – Trending on the Terminal
00:14:55 – Trump, Iran & the Strait of Hormuz
00:17:48 – Oil Markets, Inventories & Hormuz, How Oil Is Moving Through the Gulf
00:20:54 – Front Page News
00:21:32 – Market Update
00:23:07 – First Look Movers: CoreWeave, Super Micro & Cava Movers
00:24:26 – Andrew Hollenhorst, Citi Chief US Economist, on CPI Preview, Oil Prices & Inflation Risks, What Could Push the Fed to Cut Rates
00:31:50 – Trending on the Terminal
00:33:11 – Trump, Iran & Hormuz Latest
00:35:19 – Trump’s Midterm Tax Proposals & US Primary Election Takeaways
00:38:21 – CoreWeave & Super Micro Outlook, Cognition AI Funding & Agentic AI
00:42:37 – What to Watch
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