Wall Street is shifting gears, and a September rate hike has become the consensus. I predict the Fed will keep rates unchanged in September! CPI is out: monthly rate exceeded expectations, while the annual rate declined. Core monthly rate at 0.3%, higher than the expected 0.2%, marking the highest since May this year. Core annual rate at 2.4%, down for three consecutive months, hitting the lowest since April 2021. The monthly rate exceeding expectations indicates inflationary pressure remains on a month-to-month basis, while the annual rate decline suggests long-term trends are improving. This mix of "short-term overheating, long-term cooling" puts the Fed in a tough spot. Market bets on a September Fed rate hike have risen to the 60%-70% range. The current FOMC voting lineup stands at 6 votes for holding steady and 5 votes for a hike—not an overwhelming majority. AI is now the lifeblood of the U.S. Only by succeeding in AI can the U.S. maintain dollar hegemony and its global dominance, as well as keep its $40 trillion national debt from collapsing. If AI succeeds, all these issues are resolved; if AI fails, everything falls apart. This underlying logic is crystal clear.