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Selling-price expectations eased across all business sectors, interrupting the steep upward trend seen in the last two months.

Sandisk's data center storage revenue is surging on AI-fueled demand, with repeated upside surprises versus Wall Street expectations. Sandisk is extending its JV with Kioxia Holdings, securing DRAM supply, and boosting fab output through R&D efficiency, keeping capex intensity low while expanding free cash flow margins. A newly authorized 6 billion dollar share buyback, alongside rising buyback spending, signals management's confidence in Sandisk's prospects ahead.

The great Trump bull market continues despite all the things that had investors running for the hills just over one month ago.

Nike (NYSE:NKE | NKE Price Prediction) and Lululemon (NASDAQ:LULU) both reported earnings with North America struggling, China providing brightness, and tariffs compressing margins.

AMC's move lower Monday comes even as CEO Adam Aron called a potential Paramount Skydance–Warner Bros. Discovery tie-up a "significant improvement" for theaters, pointing to a 45-day theatrical-only window as the key economic lever.

McCormick & Company will be kicking off the next round of earnings season with its Q1 on March 31. Ahead of the release, shares are down over 20% YTD and are trading at their 52-week lows. I remain bullish on the outlook and believe tempered expectations could lend themselves to a surprise higher.

Vanguard Mid-Cap ETF is downgraded to "Hold" amid rising U.S. recession risk and weaker momentum. VO trades at an appealing long-term growth-adjusted P/E, but cyclical sector exposure increases macro sensitivity. Technical signals suggest possible further downside toward $275–$280, which could present a buying opportunity.
