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 NotesFed's Hawkish Cut Hits Stocks HardAdobe tumbles after outlook disappoints Wall StreetBroadcom, Astera Labs, Marvell get price target boosts at Morgan StanleyEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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