PCE Hits 4.1%, Micron's Record Quarter, and BlackBerry's Return
About this episode
May PCE inflation rises to 4.1% three-year high closing door on rate cuts, Micron posts 346% revenue surge on AI memory boom with record 84.9% gross margin, BlackBerry reports first positive operating cash flow in nine years on QNX and AI growth
Chapters
Sources & Citations
Core inflation rate hit 3.4% in May, highest since October 2023, Fed's preferred gauge shows | CNBC
www.cnbc.com
Personal Income and Outlays, May 2026 | U.S. Bureau of Economic Analysis (BEA)
www.bea.gov
United States PCE Price Index Annual Change | Trading Economics
tradingeconomics.com
The Kobeissi Letter on X — May PCE Inflation
x.com
Micron (MU) Q3 2026 Earnings Report
www.cnbc.com
Chip Stocks Surge After-Hours on Micron's Record Quarter
www.investing.com
Micron Q3 2026 Slides: Record Margins, $100B Customer Agreements
www.investing.com
Micron Stock Soars as Results Blow Past Wall Street Expectations Amid Booming AI Demand
www.investopedia.com
BlackBerry Reports First Quarter Fiscal Year 2027 Results (Yahoo Finance / Official PR)
ca.finance.yahoo.com
BlackBerry Q1 2027 revenue rises 26% to $152.9M — StockTitan 8-K Filing
www.stocktitan.net
BlackBerry surges on earnings beat and strong cash flow — Investing.com
www.investing.com
BlackBerry Is Back, But This Time It's About Cars, Robots, and AI — Trefis/Yahoo Finance
www.trefis.com
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