SOTS 2nd Hour: CPI Market Takeaways w/Moody's Chief Economist, All Eyes On Beijing, & Game Over For GME's Ryan Cohen? 5/12/26

Consumer inflation coming in hotter-than-expected for April: Carl Quintanilla, David Faber, and Seema Mody broke down what it could mean for the broader rally with Michael Santoli - along with Bespoke Investment's Paul Hickey and Moody's Chief Economist Mark Zandi... While also debating whether dotcom bubble comparisons are valid. Plus: more on the latest software name getting hit post-results (Zoominfo), what it portends for an already battered software sector... along with details on the China side of big tech ahead of the President's face-to-face with Xi Jinping later this week. Elsewhere this hour: a look at some extremely bullish action within the options market, details on Ebay's rejection of Gamestop's takeover offer, and other key movers in the early trade like Wendy's and Under Armour. Squawk on the Street Disclaimer