US stock futures were muted Thursday as investors awaited the August CPI report after the S&P 500 reclaimed record highs. Deutsche Bank and Barclays lifted year-end targets, citing strong earnings, AI optimism, and resilience in the economy. But ex-JPMorgan strategist Marko Kolanovic warned of a "peak AI bubble", cautioning that Oracle- and Nvidia-driven gains could quickly evaporate.