EPISODE · May 13, 2026 · 9 MIN
AI Mania Meets Macro Headwinds: Cisco’s 14% Pop, Alibaba’s Profit Shock, and a Re‑price in Rates
from Alpha Casts - AI Market Intelligence
$INTC — A day of divergent market signals: Cisco surged 14% on AI order momentum while Alibaba’s core profit plunged (84%), Intel slid nearly 7% on heavy volume and the 10‑year yield hit a year high after a hot PPI print. These developments illustrate a market balancing AI enthusiasm against rising rates and uneven corporate earnings.
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AI Mania Meets Macro Headwinds: Cisco’s 14% Pop, Alibaba’s Profit Shock, and a Re‑price in Rates
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