The newly released CPI and PPI data have consistently fallen below market expectations, sending investors into a frenzy as they once again flock to the tech growth sector: Among the giants, Apple, which has been hyping its AI narrative, has seen continued catch-up gains. Meanwhile, Tesla, after resolving Elon Musk's compensation incentives, is also poised to unfold its AI story and has been on a sustained upward trajectory recently.

Among the giants, stocks tied to the traditional economic cycle have performed relatively weakly—Google and Meta, both heavily reliant on advertising and retail businesses, while Amazon is purely an online retailer. With CPI and PPI slowing more than expected, their upward momentum is significantly weaker than that of the AI-themed hardware and software giants.