SOTS 2nd Hour: CPI Market Takeaways w/Moody's Chief Economist, All Eyes On Beijing, & Game Over For GME's Ryan Cohen? 5/12/26
Consumer inflation coming in hotter-than-expected for April:
Carl Quintanilla, David Faber, and Seema Mody broke down what it could mean for the broader rally with Michael Santoli - along with Bespoke Investment's Paul Hickey and Moody's Chief Economist Mark Zandi... While also debating whether dotcom bubble comparisons are valid. Plus: more on the latest software name getting hit post-results (Zoominfo), what it portends for an already battered software sector... along with details on the China side of big tech ahead of the President's face-to-face with Xi Jinping later this week.
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