China stocks update - surging again

Memory prices surge 90%! Apple's 49.3% gross margin faces pressure, but its valuation at 33x forward earnings is fair.

CAT's AI infrastructure play surges 170% on $17.4B Q1 revenue, up 22%. Huge backlog signals future growth.

Treasury borrowing surges $122B as tax refunds & tariffs hit cash flow. Bond yields scream 'unprecedented' supply risk.

Iamgold's revenue and EBITDA surge on higher gold prices, boosting free cash flow and buybacks.

Trucking spot rates can spike 6-8% during Roadcheck week due to inspections, impacting capacity and carrier compliance.

Powell stays on Fed board, breaking 75 yrs precedent. FOMC split 8-4 on rates. Trump frustrated.

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