据华尔街日报：消息人士称，墨西哥在美墨加协定谈判中推动降低汽车关税。

AI chipmaker Cerebras reported Q2 revenue $210m, up 103% YoY. Cloud revenue surged to $126m, nearly 4x YoY, while hardware sales fell 23% to $54.1m. The company posted a net loss of $450.5m in the quarter versus net income of $309.5m a year earlier. Cerebras raised full-year core revenue guidance to $880m–$890m from $855m–$865m previously. It said core gross margin will expand to 38–40% this quarter to address investor concerns. Shares fell more than 17% in after-hours trading. Since its May IPO the stock has risen about 42%. The company, originally positioned as a challenger to NVIDIA, now derives its largest revenue from cloud services.

美国劳工统计局数据显示，7月住房成本仍为通胀的主要贡献项，但涨势温和。住宅租金指数环比上涨0.3%，业主等价租金（OER）环比亦上涨0.3%，两者均与上月持平，同比分别上涨2.9%和3.2%。然而，酒店旅馆等外宿指数环比大跌2.8%（前值-2.3%），同比上涨2.6%，为住房分项中最大跌幅。水费和垃圾清运费环比上涨0.4%，同比上涨4.6%。整体来看，住房指数环比上涨0.1%，贡献了整体CPI月度涨幅的三分之二，同比上涨3.2%。