CPI March 3.3% vs 3.4% expected, easing inflation fears and boosting market optimism.
Applied Materials, UnitedHealth, Amazon, Wingstop and others posted April gains of 10‑24%, driven by AI‑related demand and rebound sentiment.
Applied Materials forecasts 13% revenue growth this year, 19% next year, and 29% earnings increase.
Tech Titans portfolio returned 160.23% since launch, outperforming benchmark by 98.4 points; $10k would be $26,023 vs $16,183.