Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).

Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley

Episode transcripts: seekingalpha.com/wsb

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