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FROG dips 5.3% on rising yields, inflation fears. High volatility stock, but strong Q1 & AI infra play.

FNX surges 29% on strong mid-cap factor returns. Per Stirling adds $4.6M, boosting conviction despite a higher 0.62% expense ratio.

Wholesale inflation spikes 1.4%, hitting consumer discretionary stocks like Funko (-6.6%). Real wages fall.

AMZN's custom AI chips drive triple-digit revenue growth. Its valuation is attractive vs. GOOGL/AAPL.

Wholesale inflation jumps 1.4%, hitting stocks like OXM (-4%). Real wages fall, impacting consumer spending.

Wholesale inflation spikes 1.4%, hitting stocks like CWK, LOVE, MTN. LOVE's volatility noted.

NextEra eyes Dominion in $400B utility deal. AI data centers boost power demand, driving valuation.