Squawk on the Street Hotter-Than-Expected PPI, Cisco CEO on Earnings and AI, Deere Drops 8/14/25
12 snips
Aug 14, 2025 Chuck Robbins, Chairman and CEO of Cisco, shares his insights on the company’s earnings and the bullish impact of AI on growth. He discusses the unexpected rise in AI orders, contributing to Cisco’s strong financial performance. The conversation dives into the tech landscape, exploring competitive dynamics and the role of automation in labor costs. Robbins also addresses current economic challenges and how advancements in technology are shaping corporate strategies, particularly in security and networking sectors.
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Hot PPI Sparks Skepticism
- July PPI jumped 0.9%, the biggest monthly increase in core and headline in over three years.
- Jim Cramer and Carl Quintanilla question the data's veracity and its impact on rate cut expectations.
Data Issues Behind Inflation Numbers
- Jim Cramer argues several PPI subcomponents look inconsistent with on-the-ground anecdotes.
- He suggests government data collection is thinner after layoffs and may miss real economic trends.
Don’t Chase Rate-Cut Headlines
- Watch how Fed officials react rather than overreacting to a single inflation print.
- Don't assume an imminent 50 basis-point cut just because some officials mention it.
