$Oracle(ORCL)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $iShares Semiconductor ETF(SOXX)$ Coreweave and SMCI updates look healthy.
There are some high-impact inflation reports coming out. These reports have been surprising the market lately, coming in better than expected. GDP is at 6%, inflation is easing, and unemployment is ticking down.
At some point, average consumers are going to get a chance to breathe from the barrage of price pressures they've been under. That should lead to a much healthier economy, which is very good for markets.
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