Oracle stock rises on $664B AI cloud backlog while inflation data and near-5% Treasury yields fuel Fed rate hike expectations. Adobe drops on guidance.

Bitcoin jumped 3% to $79K after August CPI matched forecasts, but rising Fed rate hike odds and bond yields may limit further gains ahead.

SolarEdge (SEDG) stock gets price target boosts from JPMorgan ($44) and RBC ($30), but analyst consensus stays cautious with a ‘Reduce’ rating.

Citizens JMP raises Robinhood (HOOD) stock target to $165, citing Robinhood Chain revenue potential. Multiple analysts turn bullish after strong earnings.

Broadcom (AVGO) stock analysis: EU probes VMware licensing practices while analysts maintain bullish targets after strong AI-driven Q3 earnings beat.

Stock markets rallied Friday after August CPI data met forecasts, giving investors clarity on the Fed’s likely rate decision. Dow jumped 500 points.

HPE surged 16% and Dell jumped 10.6% after Oracle confirmed AI spending plans. HPE reported record $12.2B revenue with strong AI infrastructure demand.

Trump dismisses AI extinction risks while OpenAI and Anthropic researchers resign over safety concerns. Congress introduces bills for AI oversight.

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