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Sunday Brief: Stocks Hit Record Highs — Will Inflation Spoil the Party? 📈

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Ken Carey & Oliver Dale
May 10, 2026

Sunday, May 10

👋 Happy Sunday,

Stocks are entering the week with momentum after the S&P 500 and Nasdaq hit all-time highs. Now the big question is whether CPI data, retail sales, AI stocks and earnings can keep the rally going. Let’s dive into what investors are watching this week.

📅 The Week Ahead

Markets have a busy few days ahead.

This week’s main events include April CPI data, retail sales, and a busy earnings slate. Investors will be watching whether inflation keeps cooling, whether consumers are still spending, and whether AI-linked stocks can keep leading the market higher.

Monday: Oklo earnings and market reaction to record highs.
Tuesday: April CPI and On Holding earnings.
Wednesday: Cisco earnings and AI networking demand.
Thursday: Retail sales, Walmart, Alibaba, Applied Materials and jobless claims.
Friday: Consumer sentiment and inflation expectations.

📈 Stocks to Watch This Week

This week’s watchlist is built around two big themes: consumer spending and AI infrastructure.

Walmart gives investors a read on the consumer. Cisco and Applied Materials give investors a read on AI demand, networking, chips and data-center spending.

Names on watch:

Walmart — A key test for consumer spending.
Cisco — AI networking and margins in focus.
Applied Materials — A big test for the chip rally.
On Holding — Premium consumer demand check.
Under Armour — Turnaround and spending trends in focus. See the full Stocks to Watch list here.

📰 Top Stock Stories

S&P 500 and Nasdaq Hit Record Highs After Strong Jobs Report

Stocks closed at record highs as investors backed tech, AI and chip names. The next test is whether CPI, retail sales and earnings can keep the momentum going. Read the story here.

AMD Stock Surges After Data Center Revenue Beats Estimates

AMD jumped after strong data-center revenue showed demand for AI and server chips remains a major market theme. Read the AMD story here.

Wall Street Gets More Bullish As RBC Lifts S&P 500 Target

RBC now sees the S&P 500 reaching 7,900, adding to the bullish mood on Wall Street as AI-linked stocks continue to lead. Read the RBC story here.

Rocket Lab Jumps After Strong Q1 Earnings

Rocket Lab moved higher after strong revenue growth, a larger backlog and upbeat guidance gave investors more confidence in the space stock. Read the Rocket Lab story here.

Semiconductor Stocks Stay Hot

Nvidia, AMD and Micron remain key names for investors watching the AI chip trade this month. Read the semiconductor stocks story here.

Oil Prices Rise After U.S. and Iran Exchange Fire

Oil is back in focus after fresh tension near the Strait of Hormuz. That matters for inflation, energy stocks and the broader market mood. Read the oil story here.

₿ Crypto Corner

Crypto has a real test this week. Bitcoin is holding above $80,000, but ETF flows, Coinbase’s weak quarter, and the CLARITY Act review could decide whether the rally keeps going.

VanEck’s Bitcoin prediction, the CLARITY Act timeline and Coinbase’s quarterly loss all made headlines this week. Read the Crypto Weekly Recap here.

Investors are also watching Bitcoin momentum, ETF flows, Ethereum, Solana and broader risk appetite heading into the new week. Read what crypto investors should watch this week here.

For a deeper crypto comparison, Ethereum and Solana remain two of the biggest smart contract networks to watch. Read the Ethereum vs Solana comparison here.

⭐ Editor’s Pick

The Pentagon finally released new UFO files, and some of the reports are hard to ignore. It’s a strange but interesting Sunday read outside the usual market headlines. Read the Editor’s Pick here.

Looking for better stocks without spending hours digging through charts and reports?

KnockoutStocks helps investors track stock ideas, monitor portfolios, build watchlists, and use AI-powered research tools in one place.

Before You Go

That’s it for this week’s CoinCentral Sunday Brief.

We’ll be back next Sunday with the biggest stock stories, crypto updates and market catalysts to watch before Monday’s open.

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DISCLAIMER: This newsletter is provided for educational purposes only and does not constitute financial advice. The content herein is not an investment recommendation or a solicitation to buy or sell any financial instruments or assets. Readers are advised to conduct their own research and exercise caution in making any financial decisions.