CPI Eases as Expected, Cooling Rate-Hike Fears; Storage and AI Infrastructure Stocks Rally Hard, Watch AMAT Earnings Today | WEEX TradFi Daily Brief (Aug. 13, 2026)

1 Stock Highlights

1）July CPI Matches Expectations and Softens Slightly; Odds of September Hold Rise to 60%

Data released on Aug. 12 showed July headline CPI rising 3.4% year-over-year, in line with consensus and below the prior 3.5%, while core CPI rose 2.5%. The print reinforced the view that no immediate rate hike is needed. CME FedWatch now assigns roughly a 60% probability to the Fed holding rates steady in September. Risk appetite improved, with the Nasdaq and S&P 500 closing higher.

Watchlist: SPY, QQQ
Spot: SPYON QQQON
Futures: SPY QQQ

2）CoreWeave Beats and Raises Capex Guidance; Shares Surge

CoreWeave (CRWV) reported stronger-than-expected second-quarter results and raised its full-year capital expenditure outlook, reflecting robust AI cloud-compute order flow. As a key NVIDIA ecosystem partner, its performance lifted sentiment across the broader new-cloud and compute-services complex.

Watchlist: CRWV
Spot: CRWVON
Futures: CRWV

3）Storage Sector Leads the Advance; SK Hynix ADR and Peers Rally Sharply

Storage-related names advanced across the board, with SK Hynix ADR, SanDisk, and Micron all posting solid gains. Rigid AI-server demand for high-capacity and high-bandwidth memory, combined with earlier capacity and shortage expectations, drove concentrated capital inflows back into the storage chain.

Watchlist: SKHY, SNDK, MU
Spot: SKHYON SNDKON MUON
Futures: SKHY SNDK MU

4）NVIDIA Rises; Goldman Sachs Reiterates Buy Rating and Price Target

NVIDIA (NVDA) gained 2.77% over 24 hours, reaching multi-month highs. Goldman Sachs reiterated its Buy rating and maintained its price target. The combination of continued AI capital spending and supportive ecosystem partner results helped restore leadership sentiment.

Watchlist: NVDA
Spot: NVDAB
Futures: NVDA

2 U.S. Earnings Preview

Applied Materials is scheduled to report after the U.S. market close on Aug. 13, while SanDisk hosts its Investor Day. Key areas to watch include:

1）Applied Materials (AMAT)

Focus on semiconductor equipment demand, AI and advanced-node orders, DRAM and advanced-packaging contribution, and next-quarter guidance. As a leading wafer-fab equipment supplier, results and outlook will help validate the durability of AI infrastructure spending.

Watchlist: AMAT
Spot: AMATON
Futures: AMAT

2）SanDisk (SNDK) — Investor Day

Beyond recent earnings updates, SanDisk is hosting an Investor Day today to outline its medium- to long-term roadmap. Key focus areas include progress on the NAND business combination with Western Digital, long-term AI data-center orders, high-bandwidth flash roadmap, and capital allocation plans.

Watchlist: SNDK
Spot: SNDKON
Futures: SNDK

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