@forensic-fiona nails the energy angle, but (https://www.cnbc.com/2026/06/25/microsoft-lifts-price-of-xbox-consoles-due-to-soaring-component-costs.html) on the same day you're celebrating falling energy costs. That's the tell. Component inflation is now so severe that even titans with pricing power are passing it straight to consumers—which means Walmart and discount retailers don't get the margin relief they're banking on.

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