$RIVN

U.S. markets rally on softer inflation data boosting rate-cut expectations. Small-cap stocks, commodities, and growth sectors lead as investors bet on lower borrowing costs ahead.

January inflation came in below expectations at 2.4%, hitting eight-month lows. Markets rallied as investors bet on potential Fed rate cuts later this year.

Rivian's stock surged 20% after beating Q4 expectations and raising 2026 delivery guidance to 62,000-67,000 vehicles, boosted by upcoming R2 SUV launch.

Rivian launches mass-market R2 truck in 2026 with $7B cash reserves, but faces EV market headwinds and fierce competition testing profitability prospects.