PMI isn't shaping inflation trends, though consumer sentiment did see an uptick from a month ago. Kevin Green takes investors the latest economic data and what it means for a souring AI trade. Companies bucking the downtrend: SpaceX (SPCX) and cell tower stocks as the Elon Musk-led company seeks to acquire 80,000 cell towards for Starlink and other tech developments. KG turns to levels to watch in the S&P 500 (SPX) and crude oil as the latter rises to $102 in the early hours of Friday's trading day.