The Morning 10
The counter-test gets paid — CoreWeave +16% overnight as Seoul melts up into CPI
- 1 CoreWeave & Lumentum — the overnight double print
- 2 ON Holding & monday.com — punished-print scoring
- 3 Semis vs software — Tuesday flipped Monday
- 4 Energy vs Real Estate — the sector split
- 5 Factor board — defensive rotation, official
- 6 Gold, bonds — and dollar-yen, the post-CPI tell that outranks the rest
- 7 Closelook indices — the agentic complex leads the month
- 8 Asia overnight — Seoul melts up, Tokyo confirms
- 9 Calendar: CPI at 14:30 CET — with Nebius inside the hour
- 10 Outside view — Gene Munster · Deepwater