CNBC's "Fast Money" Stocks Jump After CPI Data… Plus Perplexity’s Bid To Buy Google’s Chrome Browser 8/12/25
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Aug 12, 2025 The recent CPI report sends the S&P 500 to new heights, sparking discussions on potential Fed rate cuts. Insights into the contrasting trends in gold mining and retail sectors reveal intriguing market dynamics. The spotlight on Coreweave and Cava reveals corporate earnings challenges. A bold move by Perplexity to bid for Google's Chrome browser hints at intensified AI competition. The evolving role of younger investors adds a fresh perspective to market strategies, while athleisure brand battles heat up between Nike and Lululemon.
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CPI Spurs Rally And Small-Cap Outperformance
- The softer-than-expected July CPI pushed stocks to record highs as markets priced in a quicker Fed easing path.
- Small caps outperformed because investors prefer rate-sensitive names on the prospect of cuts.
CPI Mixed Signals Leave Fed Dilemma
- The CPI had mixed signals: headline cooled but supercore showed persistent heat, leaving inflation still a concern.
- That nuance explains why some strategists say the Fed's policy stance hasn't fundamentally changed despite market pricing.
Position For Cuts With Rate-Sensitive Bets
- Position for potential rate cuts by favoring interest-rate sensitive sectors like small caps and equities with duration risk.
- Expect leadership from technology and AI names if the market continues to price easier policy.