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Market Domination Overtime co-hosts Julie Hyman and Josh Lipton preview the top stories and news expected out tomorrow, Wednesday, May 14, including the latest earnings results from companies like Cisco Systems (CSCO) and CoreWeave (CRWV), alongside the latest commentary out from Federal Reserve officials, including San Francisco Fed President Mary Daly.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here.
Starting off on the earnings front, we're getting some more reporting from names including Cisco and CoreWeave in the afternoon. Cisco announcing results for the third quarter after markets closed. Analysts not expecting the tariff overhang to weigh down the company's quarter. They do see strong demand, especially for AI related cloud services and data center equipment to drive sales into Q3.
And then there's CoreWeave, the AI cloud computing company reporting first quarter earnings. It'll be the first time posting earnings since it became a public company back in March. Analysts will focus on CoreWeave's near-term spending plans and demand for its AI infrastructure. Investors will also be listening for any commentary about the how the company plans to grow beyond its heavy reliance on revenue from Microsoft.
And finally another round of Fed commentary that's coming throughout the day. This coming after today's Consumer Price Index did come in slightly cooler than expected and given an early glimpse at the tariff impact the economy.