Market's Up, Inflation Tame: AI, Tech, & Small Caps Lead

Economic Indicators - The Consumer Price Index (CPI) reported a year-over-year inflation rate of 2.9%, meeting Wall Street expectations, indicating that inflation remains under control despite concerns about tariff-induced inflation [1] - US consumers and companies are currently experiencing minimal price shock, suggesting a stable economic environment [1] Technology Sector - Tech stocks are performing strongly, bolstered by Oracle's earnings report, which revealed a backlog of approximately $500 billion, signaling robust demand in the AI market [2] - The AI market is expected to continue its growth trajectory, with spending on AI and data centers likely to remain static or increase [2] Market Trends - The NYSE recorded an 80/80 upside breadth day, with 80% of stocks rising, indicating strong market participation and bullish demand [5] - The Russell 2000 Index ETF (IWM) has increased by 9.32% over the past month, suggesting a positive outlook for small-cap stocks, particularly in a lower interest rate environment [11] Stock Performance - AI-related stocks have seen significant gains, with CoreWeave up approximately 26%, Astera Labs up more than 20%, and Arm Holdings up around 12% for the week, reflecting strong investor interest in the sector [8] - The iShares Ethereum ETF (ETHA) is forming a "High-tight flag" pattern, which is historically a strong bullish signal [9][10]