Inflation is what this week turns on. CPI drops Wednesday — headline expected to ease from 3.5% to 3.4%, core at 2.5%. A soft print cools September hike bets and lifts growth names; a hot one puts pressure back on stretched valuations. PPI follows Thursday, testing whether input costs are still passing through. AI infrastructure reports in force: $CRWV Tuesday after the bell, with datacenter capacity and power resources in focus. $LITE the same night — 800G and 1.6T optical module demand is the read on the whole optical trade. $NBIS Wednesday pre-market, where GPU deployments and margins under heavy capex are the question. On the HK side, #Tencent# reports Wednesday. Gaming revenue and Video Account ad monetisation are the numbers that matter.