And welcome back to Street Tweets from The Street Sheet!

Silicon Valley’s AI talent war is getting messy. Several senior hires have already walked out of Mira Murati’s $12 billion startup and straight back to OpenAI. In AI, money talks. Profitability though? Apparently, not so much.

— Brooks & Cas

News of a DOJ investigation into Fed Chair Jerome Powell set off a drip-feed of White House pressure that kept traders on edge. Inflation came in cooler than expected, but it barely mattered. By Friday, uncertainty won out, and all three major indexes finished the week modestly lower.

This week’s focus turns back to the Fed’s preferred inflation gauge. Wednesday’s delayed PCE report will shape expectations for what comes next, even as traders see almost no chance of a January rate cut. With markets closed Monday and data back-loaded, a single inflation surprise could do outsized damage.

For Street Sheet Research subscribers only: Read the full Market Summary.

Not subscribed yet? Join now.

Specialty research usually requires a sell-side analyst team.

Our team of analysts, writers, and Wall Street vets delivers the same quality, made easily digestible, at a fraction of the price.

Street Sheet Research: for serious, self-directed investors.

After a long climb, core CPI keeps drifting lower. Thank goodness for physics.

It’s not just a new feature — it’s a revolution in monetization and customer discovery for consumer-facing brands, in much the same way…

Oh, I dunno, I don’t speak AI. Just subscribe to Street Sheet Research already.

This is what late-cycle analysis looks like.

If you read The Street Sheet, you probably consider yourself a serious investor.

If you subscribe to Street Sheet Research, you’ll be one.

It’s like third graders stunting on K-2 after learning cursive.

Point, counterpoint.