Both reporting today: Cisco and Coherent 🔥 The move doesn't wait for you to notice. Don't be the one checking the charts after it's already happened. Trade it live on Bybit: #BybitEarningsSeason#

Botnanza's Chief Evangelist @lukas_m_ziegler on the data advantage behind modern robotics: "We all know that this modern software stack for robotics includes a heavy, heavy pipeline of data." "Some companies claim they are not data factories, but in fact they are, and they employ a huge amount of people in China who are collecting that data just to feed the models." "Model equals software to me in that part. We have more capable models in the US, and hopefully very soon in Europe too."

Both core CPI, unit labor costs suggest underlying inflation is heading to 2%. Usually core pce should move in same way, but not this time. If anything there is a justifiably case to be looking at measures beyond pce for the unusual historically large deviation.