Tag Archives | IMF

MIB Daily: AVGO -12.6% Exposes AI Hardware’s Pricing Trap — Dow ATH Hides Labor Stagflation Heading Into Friday’s NFP

AVGO −12.6% after AI chip guidance ($16B Q3) missed by $1.2B; SOX −2.8%, MU −7.74%. UNH +5.7% on dual BofA/MS upgrades lifted Healthcare +3.06% to drive the Dow to an ATH at 51,562. Ceasefire news cut WTI $3 to $93. Jobless claims 225K (highest since February) confirmed labor softening; Challenger’s 97K May cuts — 40% AI-driven — are a record. IMF extended the US inflation timeline to end-2027 ahead of Warsh’s first FOMC; Friday NFP consensus: 85K.

Read full story · Comments are closed

  PLEASE NOTE : The next SuperIndex bi-weekly report scheduled for 6th July has been moved out by 1 week and we will resume bi-weekly publication from Monday 13 July 2026.