Fed’s Williams (voter) says some of the US productivity rise predates the rise of AI; US dynamism is behind the rise in productivity

Mobileye (MBLY) unit cadence in the recent period is in a 9-9.5mln/quarter range. H2 is benefitting from Chinese export activity.

Fed’s Williams (voter) says the US economy is solid, while the underlying labour market is doing well

Fed’s Williams (voter) says some of the US productivity rise predates the rise of AI; US dynamism is behind the rise in productivity

Goldman Sachs' (GS) COO Waldron says inflation is likely the single largest risk element

Kohl's (KSS) executive notes that the consumer remains under financial pressure