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
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 More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on Connect with Bloomberg Business on TikTok Reddit More from Bloomberg Bloomberg Radio Bloomberg Surveillance Bloomberg Politics Bloomberg Originals Watch more on Bloomberg Technology Bloomberg Originals Bloomberg Quicktake Bloomberg Espanol Bloomberg Podcasts
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