Yardeni Warns Fed May Need July Rate Hike to Appease Bond Vigilantes US Jobless Claims Drop to Lowest Level Since MidMay Signaling Labor Market Resilience Applied Digitals Hyperscaler Deal Signals Broader AI Infrastructure Potential Bull Market Endurance Factors That Could Extend the Rally US Payrolls Surge Past Expectations in April Yet Underlying Weakness Persists Jobless Claims Drop to Lowest Since MidMay Signaling Labor Market Resilience IREN Expands Brand Strategy Through Acquisition of Awaken