TechFlow News: From June 22 to 26, U.S. equity markets will see releases of revised GDP data, the PCE inflation report, PMI figures, and multiple earnings reports—drawing market attention to both the macroeconomic environment and performance across the AI supply chain. Key events this week include: - Wednesday: Micron Technology (MU) earnings release—AI memory chips, High Bandwidth Memory (HBM), and data center demand will be focal points; - Thursday: Release of May’s core PCE inflation data—which will influence market expectations regarding the Federal Reserve’s interest rate path; - Tuesday: Preliminary PMI readings—providing further validation of economic resilience in both manufacturing and services sectors.
WEEX Labs believes that this week’s PCE data and MU’s earnings report may jointly impact market pricing of inflation and AI-related capital expenditures. Capital flows may continue rotating between interest-rate-sensitive sectors and AI infrastructure themes, potentially amplifying short-term market volatility. Investors should monitor data outcomes and evolving geopolitical and energy-related risks.
