EPISODE · Jun 25, 2026 · 4 MIN
Cooler PCE, Hotter Chips
from The Market Screener · host Marketscreener
A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum. Micron's blowout results added fuel to the rebound, reminding investors that the AI boom still depends heavily on memory chips. Lower oil prices and falling bond yields helped the mood, while mixed corporate news showed that the rally was powerful but still selective.Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
What this episode covers
A cooler-than-feared inflation report gave markets the excuse they needed to rally, while stronger-than-expected consumer spending suggested the economy still has momentum. Micron's blowout results added fuel to the rebound, reminding investors that the AI boom still depends heavily on memory chips. Lower oil prices and falling bond yields helped the mood, while mixed corporate news showed that the rally was powerful but still selective. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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Cooler PCE, Hotter Chips
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