Brent topped $100 a barrel as all three major U.S. indexes fell for a third straight session. Yet semiconductors extended their winning streak to five sessions, gaining nearly 6% over that stretch.
August PPI arrives today at 8:30 a.m. ET, with $ORCL and $ADBE reporting after the close.
Money keeps pouring into AI infrastructure. How much new revenue can AI software deliver?
Full daily report in the replies ↓
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$BRZE spot trading is now live on MSX (Sep 8, UTC+8).
Braze helps brands turn customer data into more effective marketing. FY2027 Q1 revenue grew 30.2% year over year to $211M, while dollar-based net retention climbed to 110%.
Q2 results arrive after the U.S. close later today. Trade $BRZE on MSX ahead of the print ↓
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Korea's memory stocks rallied through the U.S. holiday: SK Hynix jumped 8.3% Monday and Samsung gained 5.7%.
KB Securities says both companies' memory-chip inventories have fallen below 10 days.
UBS, meanwhile, has turned more hawkish. It now expects Fed hikes in September and December, reversing its call for no change this year.
As U.S. markets reopen after a three-day break, which will set the tone for memory stocks: tight inventories or rising rate-hike bets?
#USStocks