daz999999999
01-23
$SanDisk Corp.(SNDK)$  

$Procter & Gamble(PG)$  

$Abbott Laboratories(ABT)$  

Today's Big Picture

Economy Stronger Than Expected

The economy grew faster than initially reported last quarter. Unemployment claims hit their lowest level in over a year. Inflation held steady at 2.8, still above the Fed's 2.0 target but not getting worse.

Translation: the Fed has no reason to cut rates anytime soon.

Consumer Giants Feeling the Squeeze

Procter & Gamble $PG and Abbott $ABT are selling less stuff even after cutting prices. McCormick $MKC said tariffs will cost them $50 million this year and they'll raise prices to cover it. The old playbook of hiking prices and hoping customers don't notice is breaking down and everyone’s feeling it.


Greenland "Framework" Pauses Trade War

Trump announced he won't hit European nations with new tariffs after claiming he reached a deal on Greenland. Big reversal from earlier this week when the tariff threats sent markets lower. Denmark says sovereignty isn't up for discussion, but for now the immediate threat is off the table.

Modified in.01-27 00:31
Storage Earnings Week: Can “Super Cycle” Deliver for SNDK & WDC?
Soaring AI-driven demand has pushed storage stocks into the spotlight ahead of a key earnings week. Seagate Technology reports on Tuesday, followed by SanDisk and Western Digital on Thursday. Just five months ago, SanDisk was widely viewed as a legacy flash maker weighed down by outdated products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. With soaring demand for storage chips, which companies are better positioned in AI wave? Will storage sector see another round of gains?
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