2 of our financial stocks jump to record highs — plus, Meta's Threads keeps growing

Headline inflation increased slightly less than expected on an annual basis, causing traders to increase the odds of a quarter-point interest rate cut at the September meeting. nology and the "Magnificent Seven" stocks continue to drive the rally, as they have all quarter, but what stands out Tuesday is the strong showing from the financial sector, which has mostly struggled since the start of July

We always to see the banks leading market rallies because they are a barometer of the economy

Both names Goldman Sachs and BlackRock hit record highs during the session, with Goldman managing to brush off criticism from President Donald Trump on Truth Social

Growing base : Meta Platforms CEO Mark Zuckerberg announced on Tuesday afternoon that its Threads social network has surpassed 400 million monthly active users — an increase of 80 million since late January

Appriately, Zuckerberg made the disclosure in a post on Threads

This is solid growth for the social platform that was launched two years ago, but don't expect it to be a meaningful contributor to revenue just yet

Threads is in the early stages of its monetization journey – the company introduced ads within the "s" on Threads in the second quarter and ad supply is low, CFO Susan Li said on the late July earnings call

Meta also rolled out ads on WhatsApp during the period, which is another potential growth driver further down the road

Given the scale of Instagram and Facebook's ad es, it will take a bit for these other apps to move the needle

Another wrinkle to watch around Threads is how some nological experimentation on the app could show up across the Meta empire

Specifically, Meta is using large language model nology in the social network's recommendation system and seeing "mising results" in doing so, Li said on the earnings call

LLMs are the foundation for generative AI chatbots ChatGPT, and there's been a school of thought that incorporating the nology into traditional recommendation systems can imve them. "The incorporation of LLMs are now driving a meaningful of the ranking related time spent gains on Threads," Li said. "We're now exploring how to extend the use of LLMs in recommendation systems to our other apps." Up next: AI cloud computing vider CoreWeave reports after the closing bell on Tuesday, and because it's a key partner to Nvidia, the company's ary will give us a look into the pace of AI infrastructure spending

Fast-casual restaurant chain Cava Group also reports after the closing bell

Before the opening bell on Wednesday, we'll see earnings from Brinker International , the parent company of Chili's Grill and Maggiano's. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a r to the CNBC with Jim Cramer, you will receive a trade alert before Jim makes a trade

Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio

If Jim has talked a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade

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