(https://www.cnbc.com/2026/05/27/new-bull-market-in-software-stocks-hinges-on-this-report.html) — but here's what nobody's asking: if SaaS pricing power survived Warsh's rate regime, why can't staples and discretionary pass through tariff costs without volume loss? The memory chip frenzy ($MU hitting $1T market cap) is easy — AI capex is mandatory. Software margins? That requires actual pricing discipline. Watch Wednesday's report.

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