To The Moon

Powell Warns of Persistent Supply Shocks

• Fed Chair Jerome Powell said the economy may be entering a period of frequent and lasting supply shocks, complicating monetary policy.

• Translation: Interest rates may stay higher for longer, even if inflation cools temporarily.

Tariffs Set to Raise Consumer Prices

• Walmart will raise prices this summer as tariff-affected products hit shelves.

• Ford, Hermès, and others are following suit.

• Walmart’s CFO warns: higher tariffs could hurt earnings growth.

U.S. consumers will soon feel the impact of the trade war at checkout.

AI Shakeout: Winners & Delays

• $Meta Platforms, Inc.(META)$ delays its powerful “Behemoth” model amid internal doubts.

• CoreWeave secures a $4B deal with OpenAI, reversing early stock losses.

• $Alibaba(BABA)$ ’s AI push delivers triple - digit growth for the 7th straight quarter.

Mixed Economic Data, Market Rotation

Stocks

• Retail sales missed expectations, and wholesale prices (PPI) fell unexpectedly.

• $S&P 500(.SPX)$ rose 0.4%, led by defensive stocks.

• $NASDAQ(.IXIC)$ fell (-0.2%), snapping a six - day winning streak.

Investors are rotating out of tech and into value and safety.

Geopolitical Tensions & Corporate Moves

• Trump to $Apple(AAPL)$ : “Don’t build in India”.

• Oil prices tumble (-3.7%) after Trump hints at Iran nuclear deal progress.

• UnitedHealth under criminal investigation for Medicare fraud.

• Chime and eToro test a fragile IPO market as volatility lingers.

What to Watch Next

• Earnings from $Target(TGT)$ , Lowe’s, Home Depot. key read on U.S. consumer strength.

• More Fed commentary and price data. Inflation vs. demand showdown.

• Continued AI momentum + IPO market health.

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions.