Persistent inflation, highlighted by a 3.8% CPI increase, continues to pressure the stock market and complicate interest rate projections. FedEx CEO Raj Subramanian emphasizes the company’s role as a global economic bellwether, noting a shift toward "re-globalization" and the strategic use of AI to optimize network density and improve operational efficiency. Despite recent volatility, Shopify remains a compelling investment due to its strong free cash flow and expanding enterprise client base, which contradicts concerns regarding AI-driven displacement. Meanwhile, the data center sector faces a necessary correction following a parabolic rally, signaling a cooling period for high-flying tech stocks. Investors must navigate these macroeconomic headwinds by focusing on companies with proven structural advantages and the ability to adapt to shifting global trade patterns.
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