- Core PCE price index up 1.8% YOY vs 1.7% in November
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Gold rebounds to $4k/oz after 4% drop, Fed rate cut hopes & 50% YTD gains fuel dip-buyers. Watch $3920-$4020 range.
AI chip stocks surge 17% on earnings, but bubble fears linger. Valuations at 19.2x forward earnings vs. global 22.7x.
NVIDIA nears $5T cap; Nokia surges 22.8% on $1B AI-RAN deal. Execution risk looms for both.
Australia's 3.2% inflation surge crushes rate cut hopes; ASX drops 1% as traders eye RBA pause.
DNUT & DIN show strong returns but face cash burn & sales issues. GHM's backlog shines, but its 44x P/E is a red flag.
POWI's sales stagnate, margins drop; FIX's backlog booms, EPS surges 74.2%; ROAD's revenue to hit 33.2%, EPS up 70.6%.
ZM & AMPL face slow growth & weak retention; YELP shines with 91% gross margin & 28% EPS growth. Traders eye YELP's 6x EV/EBITDA.
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