Bloomberg Television·2026-08-11 21:59Macroeconomic & Market Sentiment - S&P and Nasdaq declined by 0.4% and 0.5% respectively, while Brent crude oil traded higher at $88 per barrel and the 10-year yield stood at 4.6% [1] - Commodity Trading Advisors tripled their underweight for Treasury positions at the end of July, leaving the CTA trade at risk [2] - The U.S. consumer price index (CPI) report is expected to show a cooling of inflation pressure, serving as a critical market hurdle ahead of Nvidia's earnings and Jackson Hole [1][77] AI & Data Center Infrastructure - Vertiz reported second-quarter earnings per share up 60% year-on-year, while Super Micro pre-announced lower-end revenue and CoreWeave posted quarterly revenue in line with estimates at $2.58 billion alongside a revenue backlog of $4 billion [3][52][110] - Nvidia launched a $500 billion financing pool partnering with major firms like Apollo, Blackstone, Blackrock, Brookfield, Goldman Sachs, and KKR to source financing for AI infrastructure [84][94] - Data center builds and AI capital expenditures are significant economic drivers, with data center local counties seeing housing construction soar 50% over the past two years [81][83] Corporate Earnings & Financial Performance - AIG reported premium growth running at an average of 13% over the first half of the last two quarters and maintains about a third stake in its life insurance business [21][34] - Upwork shares dropped about 15% after the recruitment company slashed its full-year revenue and earnings forecast due to a broad-based weakness in the labor market [137][146] - Cava Group reported same-store sales growth of 9% in the most recent quarter, outperforming expectations and standing by its full-year comp sales forecast of 4.5% to 6.5% [111]