Post

Today’s Quick News: U.S. core CPI met expectations, supporting the Fed to stay put; Singapore’s Temasek targets a storage giant in South Korea; DeepSeek and Grok spark a price war 💥 Key Catalysts: U.S. July CPI met expectations, showing that the drag from energy is narrowing, goods have rebounded, and housing remains soft—indicating no widespread signs of a renewed acceleration. Temasek plans its first direct investment into South Korea’s stock market, targeting Samsung and SK hynix. DeepSeek and Grok both launched flagship models, driving model integration and token adoption by cutting prices. 🔍 Key Logic Shifts: 1️⃣ Expected CPI solidifies the Fed’s wait-and-see: Calm inflation gives the Fed room to hold steady, even though a credibility gap keeps U.S. Treasury yields elevated. What to watch: U.S.-Iran talks, oil prices, and Warsh’s remarks at the Jackson Hole meeting at the end of August.2️⃣ Sovereign capital backs storage recovery: Temasek’s move into Samsung and SK hynix confirms that the storage sector has bottomed out, helping new-cloud and South Korean storage stocks rebound. 3️⃣ Token price war speeds up adoption: Although the cloud ROI debate is still ongoing, price competition is accelerating model penetration. Sentiment is stabilizing, but volatility remains high. $SKHYNIX $SAMSUNG $TSM