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MIB Weekly: AI Infrastructure Goes Institutional ($51B Backlog, Contracts Signed) — Market Priced Iran Deal and No Hike; Neither Is Confirmed

By RecessionALERT on May 30, 2026 in Reflections

Dell’s AI server blowout (+32.8%, $51.3B backlog) drove the Dow above 51,000 for the first time, confirming the AI infrastructure super-cycle as contracted structural demand. Iran’s Hormuz ceasefire sent WTI down 9% for the week — its largest monthly crude loss in six years — with Trump’s final determination still unsigned at Friday’s close. Q1 GDP 1.6%, corporate profits ‑0.4% QoQ, PCE 3.8%, and Bowman’s hawkish Fed pivot escalated June FOMC hike risk from noise to genuine debate.

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MIB Daily: Oil Crashed on a “Fabrication,” Cook Still Wants to Hike, SNOW Surged 34% — Stagflation Verdict Thursday

By RecessionALERT on May 27, 2026 in Reflections

Iran state media’s Hormuz peace framework crashed WTI 4.69% to $89.49 and lifted the Dow to record 50,670; the White House called it a “complete fabrication.” Fed Governor Cook issued 2026’s clearest hike signal — “I am prepared to raise rates” — with April PCE at 3.8% due Thursday. Snowflake surged 34% on record sequential growth and a $6B AWS deal; QCOM shed 6% after a near-30% weekly run. Thursday’s GDP, PCE, and durables are the year’s peak positioning risk.

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