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.
Mexico trade hits $84B, up 8.6%. USMCA talks may drag, impacting nearshoring valuations.
NVDA's 20% YTD gain faces scrutiny. High AI demand vs. investor return concerns. CPI at 3.8%.
PLTR dips 4.2% on rising yields; sticky inflation hits software valuations. Buy opportunity?
SHOP's 34% revenue growth & AI tailwinds vs. BROS's 31% growth & expansion potential. Both trade high.
Wayfair dips on rising yields & negative real wages. High volatility, but Q1 EBITDA strong. Down 44.8% YTD.
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