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What stands out

The clip ties a softer core PCE inflation print and stronger consumer spending to a rapid repricing of Federal Reserve rate-hike odds, and shows why traders shifted their calendar bets ahead of Micron's quarterly results and a leadership shuffle at Apple. It highlights competing market forces: cooler inflation calming rate fears while hot spending and a GDP upward revision keep growth narratives intact. The segment also surfaces a fresh wave of AI product launches and a White House AI safety accord that explain why Big Tech headlines are driving single-stock moves today.