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AVGO, EPD, TXN crush market with strong dividends & AI tailwinds. AVGO up 14% target.
Hot PPI (6%) & negative real wages hit retailers like DKS (-3%), SCVL (-2.9%). Tariffs & gas prices squeeze margins.
PPI jumps 1.4% on energy costs; KFRC drops 4.2%, MMS 4%. Buy dips?
Venture Global surges 24.3% on strong earnings & new LNG deals. EBITDA raised to $8.5B.
Hot PPI data sparks sell-off; Gartner drops 5.4%, trading 67.9% below its 52-week high.
Trump's market soared 142% (Nasdaq), but Iran war & hawkish Fed risk inflation & crash.
Sticky inflation & rising yields hit tech stocks like QLYS (-3.4%), VEEV (-2.8%). P/E multiples compress as future earnings are discounted.
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