AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities’ U.S. economics head explains why three rate hikes this year…
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