The US stock market is closed today, but the main theme for this week is already crystal clear: inflation. Strong non-farm payrolls combined with high oil prices have reignited expectations for a rate hike in September. Up next, PPI and CPI will directly determine how far this trade can go. On the other hand, AI hardware is still heating up. Micron, storage, and semiconductor equipment continue to strengthen, while tech giants are rolling out new devices one after another. This week, the market is watching both inflation and whether AI and consumer electronics can hold up against high interest rates.