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U.S. stock futures ticked higher as traders adjust to predictions that the Federal Reserve won’t raise rates imminently.

Cisco benefits from AI demand, Musk is optimistic about Starlink, inflation hasn’t thrown cold water on stock market rally, and more news to start your day.

While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.
When grocery bills and utility payments arrive monthly but your dividends do not, the timing gap quietly erodes retirement income. These five stocks close that gap while navigating rising interest costs, REIT transitions, and a Fed that could move again before year end.

Finance chief Richard McPhail and a senior executive VP will help manage affairs as its CEO goes on leave; U.S. inflation reading gives Fed more time to play defense.
With states imposing tighter rules on buy now, pay later companies, Sezzle CEO Charlie Youakim views a federal charter as “the most robust solution.”

Stock futures were a touch higher on Thursday as investors awaited July wholesale inflation data that will help decide what the Federal Reserve does next. Nasdaq 100 futures were rising less than 0.1%. The Bureau of Labor Statistics is set to release the producer price index for July at 8.30 a.m. Eastern time.

Kevin Warsh and a historically pricey stock market may soon be on the hot seat.

Today Economic data: Producer price index for July, Jobless claims, EIA natural-gas storage report Earnings: Applied Materials, Tapestry Federal Reserve speakers: Cleveland Fed President Beth Hammack, one of three Fed regional bank heads to dissent from last month’s rate decision.

<body><p>STORY: :: Nora Eckert, Autos Correspondent</p><p>:: Detroit, Michigan/ August 12, 2026</p><p>Why is Ford moving some auto production from China to the U.S.? Ford is moving production of its Lincoln models for the U.S. market out of China, back to the U.S. This is a substantial move for Ford, as it faces pretty hefty tariffs under the Trump administration. One of its Lincoln models, the Nautilus, had about 52.5% tariffs that it had been facing for the last year. </p><p>Ford CEO Jim Farley told us that the automaker had been preparing to make this move for some time. I mean, these tariffs have been in place for many months now, and that although Ford has a very strong U.S. production base, it found capacity to move even more production to the US from China.</p><p>Discussions around what Ford was going to do with its China produced models came up several months ago, as we were examining some reporting around the Connected Vehicle Rule, which is a Commerce Department regulation that bans the use of connected vehicle software and hardware from China in the U.S. And Ford has one particular model produced in China, the Lincoln Nautilus, that they previously said they might need to seek a specific authorization from Commerce to continue selling in the U.S. </p><p>But Ford told us this week that they no longer needed an authorization that the vehicle was able to sell in the U.S without any Commerce approval. U.S. Commerce Secretary Howard Lutnick told us that Ford's move is really encouraging, and that he wants to see more automakers following this pattern. We already saw GM onshore production of its Buick Envision model from China to the U.S., and we might be seeing more of these announcements as automakers confront a tariff landscape that seems here to stay.</p></body>
Nike benefits from nearly $1 billion in tariff refunds, while FedEx plans to return its $800 million refund to customers.

U.S. stock futures are showing modest gains heading into Thursday morning as Wall Street digests cooling inflation data against the backdrop of a prolonged geopolitical impasse in the Middle East. The Polymarket (CRYPTO: POL) crowd is leaning bullish for the...

Shippers including FedEx and UPS that acted as customs brokers for imported packages and received tariff refunds from the U.S. government have started to pass on those refunds to the customers that originally paid the tariffs. The refunds to consumers are the last step in a monthslong process that kicked off in February when the Supreme Court struck down sweeping tariffs implemented by President Donald Trumpin March 2025 under the 1977 International Emergency Economic Powers Act on goods from almost every country. The court ordered the government to return the tariffs it collected.
U.S. July CPI broadly met expectations, with headline inflation rising 0.1% month over month and 3.4% year over year, while core CPI increased 0.2% monthly and 2.5% annually.

Asian shares mostly rose in early Thursday trading, as global market optimism continued on prospects for AI stocks and the semiconductor sector. Hong Kong's Hang Seng edged up nearly 0.1% to 25,453.45, while the Shanghai Composite gained 0.4% to 3,961.82. Several AI stocks reported better growth for the spring than analysts expected, while a report showed inflation across the United States was slightly less bad last month.

Donald Trump is facing a federal lawsuit from two media organizations seeking to stop his company from selling paying customers faster access to his Truth Social posts. Truth API Faces First Amendment Challenge On Wednesday, The Intercept and the Freedom of the Press Foundation filed the lawsuit in Manhattan federal court, targeting Truth API, a service launched by Trump Media and Technology Group Corp. (NASDAQ:DJT) on Aug. 1. The service charges between $60,000 and $100,000 a month for early ac

Contrary to warnings that the refund process could prove slow and messy, many companies appear to have received the money with remarkable speed. So far, over 40 S&P 500 companies have reported some $9.

Apple, Nike and FedEx are just some of the companies that are recovering big sums relatively quickly.
Global food expansion and tariff-driven lysine recovery bolster outlook, while rising logistics costs and stagnant US pizza market temper gains.

The first of three puzzle pieces used to calculate Social Security's annual raise was just announced.

A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations.

BofA's Aditya Bhave defends the bank's three-hike Fed forecast after July's CPI report, saying tightening remains incomplete.

<body><p>STORY: U.S. stocks closed mostly higher on Wednesday, with the Dow the only outlier, ending virtually flat, the S&P 500 gaining about a quarter of a percent, and the Nasdaq adding more than half a percent.</p><p>:: CoreWeave</p><p>Upbeat quarterly results from AI-related firms continued to soothe investor fears about massive capex spending.</p><p>:: CoreWeave</p><p>Shares of CoreWeave, for instance, surged 19% after the AI cloud company lifted its annual capital spending forecast and topped second-quarter earnings estimates.</p><p>Mike Mussio is president of FBB Capital Partners.</p><p>“We continue to see some of these names that sold off dramatically in June and part of July on just general AI over-investment, scare around that, they're actually reporting earnings, and the earnings are kind of saying, 'nothing really to see here.' So some of these same companies and sub-industries within the AI complex that sold off hard are bouncing dramatically. And that's helping lead the Nasdaq higher today.”</p><p>Data center operators also rose, with IREN gaining almost 10% and Applied Digital up nearly 5%.</p><p>:: Nebius Group</p><p>And shares of data center company Nebius Group jumped 34%, helped by second-quarter results that beat expectations.</p><p>Shares of Super Micro Computer surged 19% after the AI server maker forecast fiscal 2027 revenue above Wall Street expectations.</p><p>And chip makers gained, with Nvidia rising 3% and Micron Technology adding about 5%. </p><p>Meanwhile, data on Wednesday showed U.S. consumer prices barely increased in July as the cost of gasoline declined for a second straight month, further reducing expectations of an interest rate hike next month from the Federal Reserve.</p></body>

U.S. stocks advanced on Aug. 12 after fresh inflation data showed consumer prices rose 3.4% year over year in July, slightly below the previous month’s 3.5% reading, helping fuel gains across technology and AI-linked stocks. The Nasdaq Composite was up about 0.5% during the session. AI ...
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.

