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Inflation 12 May 2026 - 14 May 2026

Fed News Today: Warsh Wins the Chair as Inflation Puts Rate Cuts in Doubt

Fed News Today: Warsh Wins the Chair as Inflation Puts Rate Cuts in Doubt

Kevin Warsh secured Senate approval to lead the Federal Reserve, handing President Donald Trump’s nominee the top seat as signs point to inflation heading in the wrong direction while bets on rate cuts lose momentum. Senators voted 54-45 to confirm Warsh for a four-year term as chair. The clock matters here. Warsh is set to lead the Fed’s June 16-17 meeting, a session where officials must revise their interest-rate outlooks following two hotter-than-expected inflation prints and new pushback within the FOMC. Swearing-in is on hold, Reuters said, pending final White House paperwork. Powell’s term as chair wraps up Friday, but he’ll stay on as a Fed governor.
14 May 2026
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US Economic Calendar Today: Retail Sales and Jobless Claims Are the Tests After Inflation Shock

US Economic Calendar Today: Retail Sales and Jobless Claims Are the Tests After Inflation Shock

Investors are set to parse fresh data on April retail sales and weekly jobless claims before the opening bell, as the U.S. economic calendar shifts focus back to the consumer and labor market. This comes just a day after wholesale inflation posted a sharp rise, fueling skepticism over potential Federal Reserve rate cuts. This morning’s focus lands squarely on retail sales — a check on whether consumers kept opening their wallets despite higher energy bills. Jobless claims land right behind, giving a look at whether bosses are still hanging onto staff. The Labor Department notes that initial claims count new filings for unemployment aid; analysts still use that as a first signal of layoffs.
14 May 2026
US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

US Stocks Hit Fresh Records as Chip Rally Overpowers Hot Inflation Shock

New York—May 13, 2026, 16:01 EDT Chipmakers and AI stocks sent the S&P 500 and Nasdaq Composite surging to new closing highs Wednesday, shrugging off a hotter inflation print that rattled some nerves. The S&P 500 tacked on 0.58% to finish at 7,444.14, with the Nasdaq advancing 1.21% to 26,404.74. Dow Jones Industrial Average lagged behind, sliding 0.13% to 49,693.63, according to preliminary figures.
13 May 2026
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AI Stocks Today: Nvidia Leads Chip Rally as Hot Inflation Tests the Trade

AI Stocks Today: Nvidia Leads Chip Rally as Hot Inflation Tests the Trade

On Wednesday, U.S. AI stocks climbed, with Nvidia leading the charge as chipmakers bounced back. Investors continued piling into firms most exposed to artificial-intelligence infrastructure, shrugging off a hotter-than-expected inflation reading that put a dent in hopes for imminent Fed rate cuts. The S&P 500 added 0.57%; the Nasdaq Composite was up 1.12%. The Dow went the other way, according to Reuters. This is what’s fueling the market right now: Big-name stocks with AI ties keep pulling their weight, helped along by strong earnings and hefty capital outlays—even as rates bite harder. The Bureau of Labor Statistics reported that the Producer Price Index climbed 1.4% in April, up 6.0% compared to the same month last year.
13 May 2026
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Gold Price Drop Deepens as Hot Inflation Shakes Fed Bets Before Trump-Xi Talks

Gold Price Drop Deepens as Hot Inflation Shakes Fed Bets Before Trump-Xi Talks

Gold slipped for a second straight session on Wednesday, with new U.S. inflation figures dampening hopes for rate cuts and keeping bullion under pressure. Spot prices dropped 0.6% to $4,686.99 an ounce as of 09:05 a.m. EDT, while U.S. gold futures edged up 0.2% to $4,694.70. Peter Grant, vice president and senior metals strategist at Zaner Metals, attributed gold’s weakness over the last two days to markets increasingly bracing for “higher rates for longer.” Investors continued to keep an eye on the Trump-Xi meeting and ongoing tensions in the Middle East. This move is notable: gold doesn’t pay interest, so it typically loses ground when bond yields climb or traders see the Fed sticking with tighter policy. The Producer Price Index, which tracks wholesale inflation, posted a 1.4% jump for April—marking the sharpest monthly rise since March 2022. Nationwide senior economist Ben Ayers flagged the increase, saying it signals “further increases for consumer prices in May.”
13 May 2026
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Stock Market Today: Dow Drops as Hot Inflation Data Puts Fed Rate Cuts on Ice

Stock Market Today: Dow Drops as Hot Inflation Data Puts Fed Rate Cuts on Ice

Stocks churned in midday trade Wednesday. The Dow shed 0.35% to 49,587.27 and the S&P 500 dipped 0.10% to 7,393.21, both pressured after producer inflation came in hotter than forecast, according to LSEG numbers cited by Reuters. On the other hand, chip names bounced, nudging the Nasdaq up 0.07% to 26,106.67. This inflation surprise hit just a day after consumer prices picked up again, sending the S&P 500 and Nasdaq off their record peaks and pushing rate-cut bets even further out. Traders, for now, are viewing the Federal Reserve as more of a brake on risk than a backstop.
13 May 2026
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Dow Jones Live Today: Blue-Chip Index Falls as Hot Inflation Puts Fed-Cut Hopes on Ice

Dow Jones Live Today: Blue-Chip Index Falls as Hot Inflation Puts Fed-Cut Hopes on Ice

NEW YORK — The Dow Jones Industrial Average slipped Wednesday, after U.S. wholesale inflation numbers came in higher than anticipated and dented investor expectations for Fed rate cuts this year. The blue-chip index shed 173.29 points, or 0.35%, closing at 49,587.27. The S&P 500 edged down 0.10%, with the Nasdaq Composite eking out a 0.07% gain, LSEG figures reported by Reuters showed. It’s a familiar pattern: rate-sensitive and older economy names lagged, but some tech shares managed to find their footing following Tuesday’s drop.
13 May 2026
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Hot PPI Shock Hits Wall Street As Oil Inventory Test Looms

Hot PPI Shock Hits Wall Street As Oil Inventory Test Looms

Producer prices in the U.S. surged 1.4% in April, blowing past expectations and marking the sharpest monthly increase since March 2022. The report pushed stocks lower, adding to skepticism that the Federal Reserve will be able to cut rates anytime soon. According to the Bureau of Labor Statistics, the Producer Price Index climbed 6.0% year-over-year. Markets got hit with the inflation surprise at a tough moment. Wholesale prices jumped just a day after consumer inflation figures came in hot—CPI climbed 0.6% in April, up 3.8% year-on-year, pushed higher by energy costs.
13 May 2026
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US Stock Market Today: Nasdaq Futures Bounce, but Hot CPI Keeps the Fed Risk Alive

US Stock Market Today: Nasdaq Futures Bounce, but Hot CPI Keeps the Fed Risk Alive

Futures action was choppy ahead of the bell, with Nasdaq buyers stepping in while the rest of the market lagged. At 5:35 a.m. ET, Nasdaq 100 E-minis climbed 0.82%. S&P 500 E-minis were higher by 0.23%. Dow E-minis slipped 0.3%. That divergence highlights where the money’s going—tech and chip names are getting the bid, not the whole market, as investors process Tuesday’s inflation surprise. Here’s what flipped the chart: tech took a hit Tuesday after a hotter-than-expected Consumer Price Index, sending the S&P 500 down 0.16% and Nasdaq sliding 0.71%. Fast-forward to this morning, and buyers started to circle back—right into semiconductors, the group stung most on the drop. The shift followed President Donald Trump’s China visit, where Nvidia boss Jensen Huang joined the business delegation. That lineup rekindled bets on a friendlier approach to chip sales, supply chains, and rare earth exports.
13 May 2026
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U.S. Stock Futures Rebound as AI Bid Fights Hot CPI and Oil Shock

U.S. Stock Futures Rebound as AI Bid Fights Hot CPI and Oil Shock

U.S. stock futures show a mixed setup ahead of the bell. Nasdaq 100 futures jump nearly 0.9% on Bloomberg’s board, shouldering most of the early strength. The Dow slips a bit. That gap spells it out—investors are chasing the AI bounce, not broad exposure. This shift lands less than 24 hours after a strong inflation print dragged the S&P 500 and Nasdaq down from their records. Index futures — those premarket contracts hinting at where indexes might open — suggest Tuesday’s tech rout may have overshot. Still, nobody’s calling the inflation issue resolved.
13 May 2026
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US Stocks Lose Their Record Edge After Hours as Oil Turns Inflation Into a Fed Problem

US Stocks Lose Their Record Edge After Hours as Oil Turns Inflation Into a Fed Problem

Stocks took a step back in after-hours trading Tuesday, giving up some of the day’s gains as investors trimmed positions in top AI names. The S&P 500 eased 0.16%, the Nasdaq 100 slipped 0.25%, the Dow was off 0.09%, and the Russell 2000 declined 0.19%. Both the S&P 500 and Nasdaq pulled back from their latest record closes. This wasn’t just about “profit taking,” though there was no shortage of that. Fresh figures from the April CPI report stirred some doubts about the rally’s momentum: consumer prices climbed 0.6% for the month, up 3.8% on the year. Core CPI—excluding food and energy—was up 0.4%. Why does that hit? Sticky inflation keeps the Fed from moving on rate cuts, and pricier borrowing takes the biggest toll on growth stocks.
13 May 2026
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Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla Stock Falls as Hot Inflation and Robotaxi Doubts Test the AI Premium

Tesla shares took a double punch this session. Higher rates pressured pricey tech names, while the company's robotaxi pitch faced yet another real-world trial, right out in the open. The sharp swing — up early, then tumbling hard — signaled investors slicing the AI premium, not bailing on autos as a whole. This is significant: Tesla’s trading behavior doesn’t resemble that of a typical automaker. Its price-to-earnings ratio hovered near 398, putting its market cap at roughly $1.53 trillion. At levels like this, even modest shifts in interest-rate outlooks or a tweak in autonomy timelines can wipe out plenty of paper gains in a hurry.
12 May 2026
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Berkshire Hathaway Stock Rises Today as Inflation Makes Its Cash Hoard Matter Again

Berkshire Hathaway Stock Rises Today as Inflation Makes Its Cash Hoard Matter Again

Berkshire Hathaway shares climbed Tuesday, as investors shifted their focus to cash—no longer a drag, but a source of income. In an inflationary environment that drove money out of pricey growth names and toward more durable balance sheets, cash suddenly looked like an asset worth holding. Traders pointed to the CPI release as the catalyst for the chart move. Headline prices climbed 3.8% year-on-year, while energy leapt 17.9% and gasoline jumped 28.4%. For Berkshire, this isn’t just noise—the conglomerate holds one of corporate America’s biggest stacks of short-term Treasurys. These Treasury bills, a form of short-term U.S. government debt, reset their yields in step with market rates.
12 May 2026
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Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple Holds Up as Hot Inflation Hits Tech, With Investors Paying for iPhone Demand and AI Optionality

Apple Inc. shares managed to stay positive Tuesday, edging up roughly 0.4% to around $293.85 after an intraday peak at $294.86. Microsoft, Alphabet, and Nvidia each slipped in midday action. On a difficult session for tech, Apple’s resilience stood out. Here’s the gist: Apple isn’t being lumped in with the rest of the AI momentum names right now. Instead, traders are seeing earnings strength, hefty buybacks, and a key WWDC event just ahead. Notably, this shift in sentiment came as the Consumer Price Index – the key U.S. inflation measure – showed a 3.8% annual gain for April, including a sharp 17.9% jump in energy prices. Numbers like that usually spell trouble for richly valued growth stocks, since they raise the odds of rates staying elevated.
12 May 2026
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Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade

Dow Jones Pulls Back as Hot CPI and $100 Oil Test the 50,000 Trade

Late in the morning, the Dow Jones Industrial Average slipped, giving back gains from the same playbook that pushed it close to 50,000: heavyweight industrials, financials, and growth-tied blue chips, all riding hopes of a gentle inflation backdrop. By 10:00 a.m. ET, the Dow was down 297.98 points, sitting at 49,406.49. The DIA ETF, which tracks the benchmark, showed a 0.61% drop to $494.06 as of a 10:53 a.m. ET read. No mystery here. April’s consumer prices climbed 0.6% from March—up 3.8% on the year. Strip out food and energy, and “core CPI” came in 2.8% higher versus a year ago. The Fed zeroes in on core, seeing it as a sharper gauge of persistent inflation. This latest read didn’t deliver the tidy disinflation narrative investors had been hoping for.
12 May 2026
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US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

US Stock Market Live: Hot CPI and Oil Shock Break Wall Street’s Record Run

Stocks in the U.S. lost ground Tuesday morning, as April’s inflation reading came in hotter and oil prices pushed higher, cutting short the market’s record-setting streak. Right around 10:54 a.m. ET, the SPY, which tracks the S&P 500, slipped roughly 0.7%. The QQQ fell about 1.2%, with the Dow’s DIA off 0.6%. Small caps fared worse— IWM dropped 1.8%. The XLE, representing energy stocks, managed to hold just above water. There’s little mystery behind the shift: inflation isn’t just an energy story anymore. The Consumer Price Index jumped 0.6% in April, pushing the annual gain to 3.8%. Core CPI—excluding food and energy—added 0.4% for the month and is up 2.8% from a year ago. Gasoline prices surged 5.4% in April alone, climbing 28.4% over the past year, leaving traders with little reason to brush off the data as background noise.
12 May 2026
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Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade

Hot CPI Shock Hits Nasdaq: Wall Street’s Record Run Stalls as Fed Cut Bets Fade

Stocks slipped at the open Tuesday, with the Nasdaq bearing the brunt after April inflation numbers ran hotter than analysts had forecast—throwing a wrench into hopes for imminent Fed rate cuts. Both the S&P 500 and Nasdaq started in the red. The Dow managed a short-lived uptick, but that didn’t last as selling picked up. That move made waves in a market still hovering close to its peak. The S&P 500 slipped 0.4% off the record it notched just the day before, while the Dow dropped 185 points by 9:35 a.m. Eastern. The Nasdaq slid 0.6%, according to AP.
12 May 2026
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Gold’s $4,700 Test: Iran Standoff and Hot Inflation Put Bullion on the Back Foot

Gold’s $4,700 Test: Iran Standoff and Hot Inflation Put Bullion on the Back Foot

Gold dropped off a three-week peak Tuesday, easing to about $4,700 an ounce. The dollar strengthened, oil prices climbed, and a stronger-than-expected U.S. inflation report dented appetite for bullion. Earlier in the session, prices had benefited from uncertainty over the shaky U.S.-Iran ceasefire, but the rally fizzled as traders held onto bets that the Federal Reserve could keep policy tight. That’s where the tension sits right now. Gold tends to attract buyers when inflation and geopolitical risk flare up, but climbing Treasury yields make holding an asset with zero yield less appealing. The U.S. Consumer Price Index — tracking household costs — climbed 0.6% in April and 3.8% year-on-year, according to the Bureau of Labor Statistics. That’s the steepest annual jump since May 2023.
12 May 2026
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US Stock Market Today: Nasdaq Futures Slide Before CPI as Oil Shock Threatens Wall Street’s Record Run

US Stock Market Today: Nasdaq Futures Slide Before CPI as Oil Shock Threatens Wall Street’s Record Run

Nasdaq 100 futures slipped out front in early Tuesday action, dragging U.S. stock-index futures lower as traders pulled back ahead of April inflation data. Higher oil prices added to the squeeze on tech names sensitive to interest rates. Dow Jones futures slipped 56 points, or 0.11%, by 5:49 a.m. ET. S&P 500 futures dropped by 24.50 points, down 0.33%. Nasdaq 100 futures posted a steeper loss, falling 200.50 points, or 0.68%. These futures, traded ahead of the main session, offer a first look at how the indexes could open. On the commodity side, WTI crude climbed 3.12% and Brent crude added 2.46%.
12 May 2026
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Stock Market Today

  • Marvell Technology (MRVL) Up 154% in 3 Months as AI Demand Lifts Shares
    July 2, 2026, 12:38 PM EDT. Shares of Marvell Technology (MRVL) have surged 154% over the past three months, far ahead of the sector and chip industry indexes. The rally is being driven by heavy demand for AI data center products, especially around networking and optics. MRVL is now projecting its interconnect unit to climb more than 70% year-over-year in fiscal 2027, with products like TIAs, drivers and scale-out switches seen hitting billion-dollar revenue levels. Shares now trade at a forward 12-month price-to-sales ratio of 17.42, topping the semiconductor industry's average of 10.12, raising some valuation questions. Marvell posted record operating cash flow of $638.8 million in Q1 fiscal 2027, showing better margins. Analysts now look for 42.3% earnings growth in fiscal 2027 following upward estimate moves.
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